How do you send invoices to your customers? Even in this digital age, majority of business to business invoices are sent through email, fax and snail mail. Major issues related to paper based invoices include:
- Staff time spent on printing, mailing/emailing and faxing invoices
- Customers not receiving invoices
- Delayed payments as payment terms starts from the date of receipt
- No confirmation that the invoice has been received by the customer
- Data entry errors in processing invoices
- Managing invoice discrepancies
InLattice Document Portal offers a simple online application that allows firms to offer online accesses to customer invoices. The features include:
- All customer invoices up to two years can be accessed by customers online.
- Customers are notified through email and a link is provided in email for easy access.
- When customers views/prints invoice, invoice status gets updated and history record is created.
- Easy access to documents on the web.
In addition InLattice offers,
- You can attach supporting documents with invoices
- Uses Notes feature to resolve any discrepancy
- Easy to use integration with QuickBooks
- Online payment request option using credit card, online payments
- Support ACH transaction, creation of NACHA files for both pre-approved payments and where customers can authorize online payments
Benefits include:
- Streamlined Accounts Receivable process
- Reduced calls to customers to confirm invoice has been received
- Acknowledgment of receipt of invoice with time stamp
- Easy retrieval of invoices, supporting documents online
For More information, Please visit www.inlattice.com
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