Do you run a Daycare or school? Do you rent your facilities for weddings and receptions?
Then the new Email Account Receivable Statements in CDM+ 11 will help streamline your workflow!
This new report can be found under the Receivable Reports menu.
PDF Statement and Email notice in one step
Email Accounts Receivable Statements sends customers a PDF of their statement and includes personalized email notice that can feature your logo, merged fields and styled text.
Save time and trees by sending your Receivable Statements by email
Early Adopter Release Available
This new feature is available in the CDM+ 11 Early Adopter Release. Get access to CDM+ 11 by turning on the Early Adopter Channel in System Preferences. Then, go to File > Update and you will see the latest CDM+ 11 Early Adopter release.
The 2019 Annual Users Conference will showcase all the new features of CDM+ 11 including Email Accounts Receivable Statements. Learn how to set up customers to receive statements, techniques for customizing your email notices, and much more. We don't want you to miss the conference and your chance to learn all about the new features in CDM+ 11.
To register, click the link below to take advantage of the early bird discount rate (ends August 23, 2019).