Settings

Configure statements, escalation rules, and email integration
Statement Letterhead
Upload a logo for each entity. Statements will use the matching entity's logo.
Xcelerate
Teamzap
Accrisoft
Growth
PNG, JPG, or GIF — recommended: 300×100px
Enter the shared inbox email for each entity. Outlook will send from this address. These must be added to your Outlook account.
Payment Instructions & Footer

These appear at the bottom of every account statement PDF.

Available placeholders: {customer_name}, {contact_name}, {entity}, {balance}, {invoice_number}, {due_date}, {customer_id}
All placeholders above plus: {date}, {company}, {email}
Preview Tip
After saving, go to the Statements page and click "Statement" on any customer to preview your changes.
Escalation Rules

Define when invoices escalate to the next collection level based on days past due.

How it works: Invoices are automatically categorized by escalation level on the dashboard. When you send emails, the system suggests the appropriate template based on the escalation level.
Email Sending (SMTP)

Send collection emails automatically via O365 SMTP. Uses your credentials with "Send As" permission on shared mailboxes.

ⓘ Setup Steps
1. Enable SMTP AUTH on each shared mailbox in M365 admin
2. Create an App Password at mysignins.microsoft.com
3. Enter your email and app password above
4. Click Test to verify
How it works
Single email: Click Email on any customer → review → Open in Outlook (generates .eml with attachments)
Batch send: Go to Email Reminders → select customers → pick template → Send All (sends via SMTP automatically from the entity's shared inbox)
Sage Intacct Integration

Connect to Sage Intacct to pull open AR invoices directly. Go to the Sync page to import invoices after configuring.

Test Connection
ⓘ Where to find these credentials
Company ID: Top-right of Intacct → your company name, or Company → Admin → Company
User ID / Password: Company → Admin → Web Services → Web Services Users
Sender ID / Password: Company → Admin → Web Services → Web Services Authorizations
If you can't find Sender ID, contact your Sage account manager.
Slack Integration

Add Slack Incoming Webhook URLs per entity channel. Create webhooks at api.slack.com/messaging/webhooks.

HubSpot Integration

Create support tickets in each entity's HubSpot instance. Requires a Private App token per instance. Create a Private App with tickets scope in each HubSpot account.

Auto-create tickets
Team Members

Team members can be assigned tasks, tagged in notes, and set as customer owners.