Open the sevDesk an account you already use, then ask Strawberry to turn the work in front of you into a reviewable next step. It can help across invoices, customer details, outstanding payments, and bookkeeping handoffs, using the relevant tabs and files you choose.
01
Invoice exceptions should be clear before the books are closed.
Have Strawberry inspect the sevDesk screens you selected for incomplete customer details, overdue invoices, and inconsistent references. It returns a review list, so someone can resolve the exceptions before a correction or reminder is released.
02
A customer balance needs its history beside it.
Ask a companion to assemble the visible sevDesk record with the relevant email, notes, or contract tab. The result is an account brief that explains why a balance is open rather than merely repeating the number.
03
Collection work should distinguish a missed payment from a dispute.
Strawberry can sort the payment state displayed in sevDesk into routine reminders, promised payments, disagreements, and cases for investigation. Drafted next steps stay on screen for review before a customer hears from anyone.
04
Month-end becomes faster when the exception pack arrives first.
Turn your sevDesk close checklist into a skill, then set a routine for the first business day to prepare incomplete invoices, overdue balances, and unresolved notes. That timing gives finance a clean starting point without publishing an invoice or contacting a customer.
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