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Customer Statements

At the end of each month, this bot sends statements to customers with any open balances.

Industry:

Accounting

Finance

All Industries

Function:

Accounts Receivable

Steps

  1. Login to Accounting/ERP system.
  2. Get list of all customers with balances.
  3. For each customer, email Open Balance Statement.
  4. For each customer, email all open invoices.
  5. Update Exceptions and Results log.

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