The ability to create a letter from within iFinance would make the credit control process much more efficient and less prone to error. We are a school and our customer accounts are fee-paying parents. From the Sales > Customers screen, for each account under the Actions menu, we can create a range of items but nothing suitable as a letter to chase payment. From the same menu we can Email a Statement, but there is no way to further personalise this without taking it outside the system.
It would be a game changer if we could both create/edit and email a letter from within iFinance.
This feature would benefit any company chasing up debt.
Our school is extremely frustrated by the noticeable lack of progress on feature requests within this portal. Many highly requested enhancements have remained unaddressed for years, despite ongoing demand from users. This prolonged lack of development has led to growing dissatisfaction and concerns about whether customer feedback is being adequately considered in the product roadmap.
If other users share these concerns and would be interested in establishing an independent forum to discuss common issues, priorities, and collective engagement with the provider, please feel free to contact me directly at d.moss@hamptonschool.org.uk.