Allow your customers to export their account statement from your reminder e-mails

You want to go further in the configuration of your personalized reminders? Give your customers the possibility to export their Open Items in Excel format!
Your Credit Management and cash collection software My DSO Manager includes a new button dedicated to the export of a statement of account.

How does it work?

From the e-mail sent to your customer as part of your personalized reminder, your customer will be able to click on the green button and download their statement in Excel format.

What are the benefits?

We can't say it enough! The keys to cash collection are: send the right information, to the right person, at the right time. A personalized reminder is much more likely to be effective than a massive impersonal reminder. Adding features such as exporting the account statement to Excel format only makes your reminders more professional and personalized.

Excel export is also available for your customers from their interactive page, which also allows them to consult their account status in real time, retrieve the PDF of the invoices, send you comments or even make a payment.