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.

Auto Collections

Automate payment follow ups and payment acceptance with the help various of automation options – Auto Pay, Auto Invoice Reminders, One click payments etc.

Manual Collections

Manage manual payment follow up process better using multi user access and tools such as – Task reminders, Call Notes, Conversation history, Task Automation etc.

Billing operations -> well oiled machine

Billing operations -> well oiled machine

Convert all of your customers to AutoPay

Your customers(or you) can set up invoices to be paid automatically using a Saved card or Saved Bank account information.


Manage your payment follow ups better

The collect view allows your team members to add notes , add tasks , view past emails & files shared with your customer .

Every one from the CFO to the billing analyst have a 360 degree view of all interactions with the customer

Send automated invoice reminders & statements

Send invoice reminders automatically to all or some customers!

Customers can pay with just 2 clicks using saved payment details from within email.

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.

 

Deploy professional looking billing portal with file sharing

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 , view shared files . etc

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