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 automation options – Auto Pay, Auto Invoice Reminders, One click payments etc.

Manual Collections

Manage manual payment follow up process better using Task reminders, Call Notes, Conversation history, Task Automation etc.

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Cost of not having an accounts receivable and collections management software

 

Manage your Accounts Receivables team better

Your AR team can use the collaboration tool ( Manual collections module) to add notes , create follow up tasks , view past emails and view shared files .

This ensures that all your team members have visibility on all past interactions with customers.

Send Automated Invoice Reminders & Statements

Send invoice reminders automatically based on various rules set to all or some customers!

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 Auto Pay 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.


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