invoice management software

Posted by InfoFlo Pay on January 20th, 2020

Does your invoice management software include SMS integration? Well the first question you might be asking is why do you need this?

Well currently do you email your estimate or invoice to your customer? More specifically, a fully integrated invoice management software should be emailing them to you. What if after spending all the time creating the estimate or invoice that the email goes to SPAM? No matter what you do, this will happen and you will lose business because of it.

This is exactly why your invoice management software should include SMS integration. As now you can both email and SMS your estimates and invoices and by sending an SMS you can guarantee 100% that the customer received it.

InfoFlo Pay might be the only invoice management software that integrates with Twilio, the same SMS solution used by Uber to receive SMS notifications from drivers and communicate with the drivers. In addition, the integration is super simple and takes a total of 5 minutes. Yes, InfoFlo Pay integrates with Twilio and it only takes 5 minutes to set up. And yes, it will guarantee 100% that your estimate or invoice will be sent.

By combining this InfoFlo Pay’s unique customer portal workflow, you can get paid faster right away. How does this work? Let’s focus on how it will work with the SMS integration. With InfoFlo Pay, you can send an SMS to your customer that will include templated content and a secure link. All the customer needs to do is click on that link from their phone and they will be automatically logged into the customer portal with a PDF view of their estimate and an accept button. When they click accept, it will automatically convert the estimate to an invoice with a pay now button and then can scan their credit card for the payment. Moreover, they can save their payment profile so that next time they can pay with the same credit card without having it on them.

Similarly you can also directly send a secure link to an invoice for payment via SMS.

This is why InfoFlo Pay truly is the only invoice management software that will help you get paid faster.