Customer
Manage customer payments – completely automatically
No more manual follow-up. Automatic invoicing and payment follow-up in real-time in all currencies ensures that payments are made and reminders are sent on time. And with always up-to-date customer data, you can see the status with a single click.
Eliminate manual tasks with automated digital invoicing and follow-up
Uniconta’s automated Accounts Receivable module removes many of your manual tasks and errors. Create and send invoices quickly, and even via standards such as EAN, OIOUBL, Peppol and BIS. Keep track of your accounts receivable in real time with up-to-date data, automatic bookkeeping, and currency management to keep you in control of your cash flow.
Automated reminder and credit checks
Automate reminder and credit follow-up and reduce the risk of bad payers. Manage accounts receivable without extra administration.
Automatic posting of payments
Automatic posting from invoice to general ledger. Integration with the general ledger ensures precision and saves time, so you always have up-to-date customer accounts.
E-invoices and sales without currency differences
Send invoices via e-invoice, OIOUBL or e-mail in the currency of your choice, and get an easy and smooth handling of currency and foreign debtors.
Subscription management or quick invoice
Handle monthly invoices automatically with subscription management, PBS and supplier service, or use expedited invoice without a sales order.
Quick customer creation with CVR lookup
Create a customer via CVR registers in Denmark, the Nordic countries and the EU, and with customer groups you can manage single number series, varying taxes and VAT.
Great customer service with real-time customer data
With access to up-to-date customer data in real-time, you can make informed decisions and provide better customer service.
Get a full overview of all functions
General Ledger
Customer
Sales order
Vendor
Purchase
AutoBanking
Uniconta Scan
Inventory
Logistics
Producer responsibility
Project
Production
CRM
Fixed assets
Dashboard
Company
Tools
More features of Customer
Uniconta makes VAT management simple and reliable by ensuring that all transactions follow the applicable rules for both regular VAT and reverse charge. Regardless of whether your company operates nationally or internationally, Uniconta ensures that VAT management is always correct and compliant. This simplifies administration and creates peace of mind that VAT processing is carried out in full compliance with the legislation, which reduces the risk of errors and provides peace of mind in financial management.
In addition, Uniconta offers flexible invoice number series that can be adapted to specific customer groups. This feature is particularly useful for businesses working across markets with different billing requirements, such as in the UK after Brexit. By ensuring that invoices with different VAT ratios have their own sequential number series, it becomes easier to comply with international invoicing requirements and create transparency in the documentation.
Uniconta simplifies invoicing by sending invoices automatically via email or as electronic e-invoices (OIOUBL). You can attach standard documents such as terms of sale and delivery to make communication with customers complete and professional. Everything is logged, so you always have an overview of sent invoices and documents.
Uniconta makes sure that recurring invoices are always sent on time by automatically handling repeated mailings. With subscription management, you can easily manage recurring invoices, and the bulk invoicing feature allows you to invoice many customers simultaneously. This automation makes the invoicing process simple and time-saving, which is especially valuable for businesses with a large customer base. By reducing administrative tasks, time and resources are freed up so that the focus can be directed towards the company’s growth and customer service.
Uniconta makes customer creation both fast and error-free by means of a direct integration to the CVR register for Denmark, the Nordic countries and the EU. By automatically retrieving and updating customer data, the need for manual entry is eliminated and all information is correctly captured from the start. The function ensures that you always work with updated addresses and correct CVR numbers, which provides an efficient and smooth start of new customer relationships – completely without time-consuming errors or duplication of work.
Uniconta makes it easy to organize important documents such as contracts, photos and emails directly on each customer profile, so everything is in one place. With support for PDFs, Office documents, and images, you can quickly find exactly what you need—without having to sift through multiple folders or systems. This structure creates a clear and easily accessible overview of all relevant files, streamlining workflows and ensuring that nothing important is lost.
Uniconta gives you access to detailed accounts receivable reports that gather important information about sales data, contribution margin and contribution ratio in a clear format. With the built-in pivot table feature, you can easily customize the analytics to show exactly the insights that are relevant to your business. This gives you a solid foundation for understanding customer performance and making informed, data-driven decisions that can support business growth and optimize sales strategy.
With the AutoBanking module, it is easy to keep track of receivables through PBS. With automatic handling of payments and receivables, correct and timely payment is ensured, so that liquidity is always under control.
This feature eliminates the need for manual follow-ups and makes it easy to maintain an overview of customer payments, supporting stable and efficient cash management in the company.
With Uniconta, we have a one-tier system where all information that is entered follows the customer and the order. It’s really effective.
Jef Jensen
Herning Safe Factory
Want to know more?
If you want to know more about your options or have any questions, please feel free to fill out the form. We are ready to provide you with the information you need – completely without obligation.
Or contact us by phone:
(+45) 70 33 16 16
Other features of Customer
Efficient customer creation and management
- Automatic debtor creation via CVR
Create customers quickly with integration to the CVR register for Denmark, the Nordic region and the EU. It ensures that customer data is accurate and up-to-date, without the need for manual entry. The feature saves time and simplifies the start-up of new customers. - Flexible master data management
Uniconta offers the option of adding special fields, such as sum insured or classification, so that master data is adapted to the company’s unique needs. Gathering relevant information in one place makes it easy to keep track of and access customer data. - Collecting contacts and addresses
With an unlimited number of contacts and delivery addresses per customer, Uniconta can streamline contact management and logistics. This makes it easy to manage information for customers with multiple contacts and locations.
Precise VAT management
- Automated VAT handling according to Danish law
Uniconta makes it easy to comply with VAT rules, including reverse charge. The system adapts to both national and international requirements and ensures that all transactions are handled correctly, creating confidence in the company’s financial statements. - VAT-free invoicing and tax management
The system supports VAT-free invoicing and the ability to exempt specific customers from taxes. This ensures that the company can adapt invoices precisely to local requirements, which facilitates administration and creates transparency.
Flexible invoicing and document management
- Custom invoice number series per customer group
Uniconta supports separate invoice number series per customer group, which is ideal for companies operating internationally, such as in the UK after Brexit. This makes it easy to follow local billing requirements and ensures proper documentation. - Invoicing via email and OIOUBL
With Uniconta, invoices can be sent automatically as PDF or in electronic format (OIOUBL), so all invoicing is handled digitally. The feature reduces paperwork and provides professional communication with customers. - Quick invoice for direct sales
Uniconta’s quick invoice makes it possible to invoice direct sales without creating a sales order. It saves time and simplifies invoicing, especially for quick sales transactions.
Document management and communication
- Attach important documents to each customer
Store and organize important files like contracts, images, and PDFs in the client account. This ensures that relevant information is gathered in one place, making it easy to access files and strengthening customer management. - Built-in email manager
Uniconta supports e-mail sending of invoices with attached documents such as terms of sale and promotional offers. All email communication is logged, so you always have an overview of sent invoices and messages to customers.
Efficient Reminder and Payment Management
- Automatic reminder handling with currency
Uniconta makes it possible to send reminders in the customer’s currency and stores previous reminder codes. The function makes it easy to follow up on outstanding debts and ensures that reminders are adapted to the individual customer’s needs. - MobilePay link on bank statements and reminders
If a customer has a MobilePay number, Uniconta automatically inserts a link to payment via MobilePay on bank statements and reminders, which makes it easy for customers to pay and increases the likelihood of timely payment.
Detailed Accounts Receivable Analysis and Statistics
- Insights with PivotTable and custom reporting
Uniconta’s customer reports and pivot table function make it possible to analyze sales, contribution margin and contribution ratio, so you can make data-driven decisions. Tailor reports to get the exact data you need. - Budgeting and performance follow-up
Budget accounts receivable and track them against realized figures to assess customer performance. This allows for strategic customer analysis and effective follow-up so that you can improve your customer management.
Efficient Currency and Payment Management
- Full currency management for international clients
Uniconta handles exchange rate updates automatically, ensuring precise currency management for international transactions. Choose between a fixed rate or an update according to the market for efficient and reliable currency management. - Automate payments with AutoBanking and PBS
With integration to AutoBanking and PBS, you can manage receivables directly from the customer’s account, making payment processing easy and ensuring that receivables are paid on time while optimizing liquidity.