Dear Customers,
We've released a fresh update for our TMS product, and it's designed to improve your financial management experience. Let's go through the details of the new Finance module together and see how it will make your life easier.
The new Finance module
Manage invoices in a few clicks:
Generating, issuing and sending invoices to your customers is now easier than ever. Just a few clicks and your invoice is sent. You can learn more about the new features in the video attached to this article or by visiting this link.
Complete customization for you:
We give you complete control over the process. Create your own serial number formats, specify a default product/service name for invoices, create email templates, and customize the appearance of your documents to match your company's branding. All to make each of your invoices unique and professional.
Easy access and tracking:
Send and download invoices as PDFs in multiple languages, attach files from transportation orders to emails, mark payments status and receive notifications of upcoming or overdue payments.
Payments are now in a new place:
We moved the Payments page from the Orders module to the new Finance module to make your work even more efficient and convenient.
Clickable statistics cards:
When you click them, the system automatically applies a filter, displaying only those payments and invoices that are related to the selected statistics.
Advanced filtering parameters:
We have added two new parameters to the period filter: “Last 60 days” and “Last 90 days” so you can easily track your financial activity over specific time periods.
With the new Finance module, your work will become easier, more efficient and more convenient. We are committed to ensuring that your every day is filled with success and every operation is flawless.
If you have any questions or require further clarification, please feel free to reach out to us at support@smartcp.org.
Best regards,
SmartCP