Automated Invoicing
Invoices for jobs completed during the day get sent at the end of the work-day to the job buyer, company payer, or both. These email messages can include credit card payment links. You can check when clients opened the invoice email.
Automated Statements
Send statements weekly, bi-monthly, or monthly. Choose to include (or not) open invoices on the email in addition to the statement. You can see when clients opened the statement email.
Proactive Payment Approaching
Customize based on your payment terms. Email consistently a few days before payment is due (ex: 5 days). Send these emails to job buyers or company payers.
Payment Due / Past Due Notices
Payment Due campaigns run daily looking for jobs completed 30, 45, 60, 90+ days (or other custom dates) with a balance greater than $0. Customize this tool based on your payment terms. Send these communications to job buyers or company payers.
Collection Notices
Send automatically based on the amount due, and days due. Or select to send notices automatically based on Accounts tagged “Collection”. Maintain read receipts for invoices sent, past-due notices sent and collection notices sent.
Payment Confirmation
You can send the payment confirmation to clients and it works for all types of payment (checks, cash, credit, wire). Give your clients acknowledge receipt of payment automatically via email.
