Areas & Solutions | Credit Management

Credit Management

We ensure that your customer and accounts receivable information and open invoices are seamlessly integrated with well-known credit management software systems. Integrations between your ERP system and leading software such as Trust IT, On Guard or Client Control add significant value to your ability to manage accounts receivable open items and the entire associated process.
Through these solutions, we offer you the ability to set up aging analysis, aging reports, DSO KPIs and automatic payment reminders, giving your management team better insight into your operations.
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Credit Management

In the world of business, a streamlined credit management process is essential for maintaining financial stability and ensuring timely payments from your customers so that cash-flow remains healthy. This is where Uniconta's Customer module comes in, with an array of powerful features that help companies support and optimize their credit management process

Customer Module
The Customer module allows our users to link all necessary information to their customers, making order management and invoicing both efficient and easy.
Regardless of the size or industry of their business, users always need to store information about each of their customers. In Uniconta, all customer information is stored in the customer list, allowing our users to quickly and easily view each customer's details.

Useful functionalities within the Customer module:

Email management

Invoices can be sent via e-mail using Uniconta's built-in e-mail system. The company can send forms via both Uniconta's mail server and the company's own mail server. When sending forms, other standard documents can be attached, such as sales and delivery terms, offers for marketing campaigns, and so on.

Basic billing can also be performed using Uniconta's Quick Invoice feature, where the user enters the billing information and prints/sends it to the customer.

Invoicing

When invoicing in Uniconta, the system extracts the information to be included on the invoices directly from the customer and inventory lists, and so on. So the user does not have to enter the basic information of customers, descriptions of stock items, prices, and so on each time an invoice is created.

If a credit note is needed, it can easily be created by copying and pasting from the original order, so there is no need to re-enter information. It is also easy to reprint and resend invoices.

Quick invoice

Uniconta's "Quick Invoice feature" can be used to invoice direct sales without first creating a sales order. This feature allows our users to avoid the entire sales order process. If inventory items are already set up, they will be taken out of inventory when invoiced.

Subscriptions

Uniconta has built-in subscription management, so users can always ensure that, for example, their monthly invoices are sent on time. The subscription management feature also allows users to perform mass billing.

Currency management

Uniconta provides full currency management, allowing our users to trade efficiently with foreign customers. Users can choose to have Uniconta automatically update exchange rates or set a fixed rate themselves. All transactions in Uniconta can be conducted in the local currency or in a foreign currency.

UBL

Companies supplying the public sector may need to send their invoices electronically using UBL files. Invoicing public institutions or companies that require electronic invoicing is easy in Uniconta because electronic invoicing is set up for the UBL standard. Uniconta allows the user to directly select a UBL file when invoicing.

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