Typical online invoice management software solutions allow you to just build an invoice instead of e-mailing it. This takes a long time since you now need to send the invoice from your own e-mail account to pdf and e-mail. Therefore, reminders should be included when the email was sent and viewed by the customer to discourage the company from following having to always follow up with the customer for this information. Still, options such as InfoFlo Pay also include SMS so you can send your consumer an email or an invoice and don't have to think about SPAM problems.
Second, there should be a secure payment mechanism that allows the customer to pay quickly. You'll wait for the customer to contact you and collect payment information without such an online invoice management software solution. Moreover, a payment profile option should be given for customers to safely pick frequently used credit cards in order to quickly pay. This feature is also very handy for you to easily bill a credit card to your customer without waiting.
As you can now email your customer an estimate or invoice and receive payments, you should also have a customer portal when you select an online invoice management software solutions for your small business. Systems such as QuickBooks Online unfortunately don’t offer this. With this feature, the customer can access both past estimates and invoices with a customer portal and does not demanded a re-mail. Systems such as InfoFlo Pay enable consumers to approve estimates and pay invoices from the customer portal, a major plus.
The next important feature is the use of various payment options. The first of these measures should allow partial payments as often as you have to pay a customer's deposit and allow him to pay the balance after the work is done. Subscription payments should also be included in a common payment option to allow a customer only to pay for the first time and for a certain period, such as weekly, quarterly and annually, the system automatically pays the customer's credit.
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Finally, make sure that you choose a mobile-friendly system such as InfoFlo Pay. Without this additional privilege, customers are not given the flexibility to pay whenever they want.