Customer Portal

Provide your customers with a portal where they can log in and see all their past and present invoices, Pay them using various payment methods, Setup Auto-Payments.

Automated Reminder Emails

Set automated email reminders to be sent to each of your customers with a list of invoices that are open based on custom rules and email template set by you

QuickBooks Desktop/Online or Netsuite

The platform can connect to QuickBooks Desktop/Online or Netsuite software or multiple other ERP’s/Accounting Softwares to make getting paid easier.

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Customer Billing Portal

Add a Billing portal link to your website to let your customers login and pay you any time .

Customers can pay using multiple payment methods , download statements , view payment history . etc


Send Automated Invoice Reminders & Statements

Send Invoice Reminders automatically every day without any manual action!

Customers can pay safely from within the email using payment buttons without having to re-enter card/bank account information.

Invite all customers or selected customers to the billing portal

You can either selectively invite some customers who do a lot of business with you or all your customers.

 

Set Automated bank/card debit instructions for invoices due

You or your customers can set up invoices to be automatically paid using a certain Saved card or Saved Bank account information.


Improved DSO

Businesses have seen DSO improvements of up to 100 % using an automated receivables management system