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Maria B.
MB
Billing and Collections Analyst

Is it possible in Tesorio to provide us in Collections the entire account of a customer that shows all payments being applied to its invoices?

If Tesorio can show the entire invoices including payments, the Statement of Account will become detailed that is necessary when a customer requests for it and wants to see all the payments applied to their invoices.
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Tesorio
Official Response
Tesorio
Mary R.
MR
Sr. Marketing Manager at Tesorio
0
Yes, Tesorio provides a complete view for each customer including open/cleared invoices, applied/unapplied credit memos, and applied/unapplied payments. The flexibility of Tesorio's workspaces allows you to organize your Collections information any way that you'd like. For more information on how to create a customized workspace, please reach out to your Tesorio Administrator or your Customer Success Manager.
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