Automatisiertes Inkasso mit Odoo: So optimierst Du Dein Forderungsmanagement
Managing unpaid invoices can be time-consuming and complex. Unsettled debts not only impact your company’s cash flow but also add extra administrative work. With the integration of Xentral into Debtist, this process is now automated and simplified.
By automating the debt collection process, you save time and resources, allowing you to focus on your core business while Debtist takes care of collecting your outstanding invoices. Learn how to seamlessly connect Xentral to Debtist step by step and optimize your receivables management.
Xentral is a modular ERP software that centralizes and simplifies business processes. From order processing to inventory management to accounting, Xentral offers numerous functions to help you manage your company efficiently.
Time savings: Automation eliminates manual steps like exporting data or manually triggering debt collection processes. You save time and increase efficiency.
Faster payment collection: Speed up the debt collection process with the timely transfer of overdue invoices. Starting the collection process sooner increases the chances of quick payment.
Transparency: Always keep track of the status of your receivables.
Reduced error potential: Automated processes minimize the risk of input errors or missed invoices.
Customer retention: Professional receivables management ensures objective and respectful communication with the debtor, which can help maintain customer relationships.
Enter Xentral API key
The first step to integration is to log in to your Debtist account. Open the Debtist website and log in with your access data. Go to the integrations menu item and select Xentral from the list of available integrations. Enter your Xentral API key. This key enables communication between the two systems.
Set up the period for automatic retrieval
By default, invoices are automatically retrieved 30 days after their due date. However, you can adjust this period to fit your needs. Define the automatic retrieval period in the integration menu.
Automatic transfer of overdue invoices
Once the integration is set up, Debtist takes care of the rest. Overdue invoices are automatically imported from your Xentral account, and the debt collection process begins. What do you need to do? Nothing at all! Debtist handles everything from here.
For a smooth debt collection process, the following information is transferred from Xentral to Debtist:
Invoice data:
Invoice date: When was the invoice created?
Invoice title: What is the name or subject of the invoice?
Due date: When is the payment due?
Amounts: What is the outstanding amount?
Debtor data:
Name: Who is the debtor?
Address: Where can mail be sent?
Phone number: For inquiries or direct communication.
Email address: For electronic notifications.
Regular review: Even though the process is automated, it’s worth regularly checking the status of your receivables.
Communication: For important clients, a prior personal reminder may be useful.
Adjust settings: Adapt the automatic retrieval period to seasonal factors or business cycles.
Is the integration secure? Yes, the connection between Xentral and Debtist uses secure interfaces. Your data is protected and treated confidentially.
Can I disable the integration at any time? Absolutely. You can pause or deactivate the integration in the Debtist settings at any time.
Are there additional costs for the integration? The integration itself is generally free. Any fees for debt collection services are handled separately.
The integration of Xentral into Debtist offers an efficient solution for receivables management. By automating the process, you save time, reduce errors, and improve your cash flow. Take advantage of digitalization and optimize your debt collection with just a few clicks. Set up the integration now and start benefiting today!
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