Invoice Management System with SMS Integration
Emailing an estimate or an invoice should be a fundamental feature of every invoice management system. In addition, e-mail tracking and notifications should also be included so that companies know when the estimate or invoice was sent, when the estimate was last viewed and whether the invoice was received. Invoice management systems such as InfoFlo Pay already offer these features and should be included as a basic feature of all other systems that do not offer these. The only remaining problem is that while e-mail has become the basis of business communication, no invoice management can guarantee that these e-mails will not appear in SPAM. For this reason, an additional form of communication that should be included is SMS, so that estimates and invoices can be sent by SMS.
And how can we do that? With Twillio, which is used by Uber to send SMS messages. Invoice management system solutions such as InfoFlo Pay, have integrated with Twillio. This SMS feature operates much like emails in InfoFlo Pay. Users can decide to send a new estimate or invoice by e-mail and SMS. InfoFlo Pay includes a log showing when the SMS is sent, similar to emails. Users of invoice management systems can now ensure their estimates and invoices reach their customers with this type of seamless integration. In addition, InfoFlo Pay also includes digital forms and allows digital forms to be sent via email and SMS, unlike other solutions.
Here are more reasons why SMS works:
Overall, 33 percent of more people have access to cell phones than toilets! In 2013, this amounted to 6 billion with mobile phone access (and thus SMS access).
While SMS have been overtaken by the dramatic increase in new communication applications, an average of 20 billion text messages are sent daily this year to 7.3 trillion a year. This is over 5.5 million a second!
Open email rates are great at 20-30%. But SMS blows away at an open rate of 98 percent, according to a Dynmark report! 90% are actually read in 3 seconds. Think how long it takes to move a text between your telephone chiming and your hand.
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SMS will therefore essentially increase the likelihood of estimates and invoices being paid!
This article therefore hopefully served its purpose to describe the importance of SMS integration with the invoice management system of your choice. If your current solution does not include this feature, you can lose customer satisfaction and receive a lower amount of estimate conversions and invoices being paid. This is why you should use a system that includes SMS integration, such as InfoFlo Pay.
What is the best Online Invoice Management Software
In this article, are going to concentrate on what makes an online invoice management software stand out from the rest. Is it due to functionality, pricing, integration, usability? I think all these things should be offered with the goal of helping you get paid faster while also increasing customer retention. All this can only be achieved and affordably achieved, by an online invoice management software if a customer portal is also included which we will discuss in the article later.
Let's continue with the characteristics. The basic characteristics should be the ability to create and then send the estimate and/or invoice via email. If you are forced to export the estimate or invoice manually into PDF and send through your e-mail without the email feature, the online invoice management software becomes almost useless. In addition, you need to include e-mail notifications so that you are notified when the e-mail is sent and viewed by the user. Again, the system is useless because if you only do the e-mail and do not include notifications, you are still left in the dark without knowing if the customer received or read the email or not.
At this point, I'd like to discuss the email. The reason is that the customer should be able to simply click on a secured link in the email when you e-mail them an estimate (we will be discussing the invoices very soon). Log them into the customer portal after clicking and display their estimate with the “Accept” button to convert into an invoice. A "Pay Now" should be provided when the invoice is displayed. This allows you to sit back and relax while getting paid faster. Again, without a customer portal, this workflow is not possible.
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Payment options are often important. The system should include singe, partial, subscription and scheduled payments. The credit card profile of the customer should also be saved so that they can simply select the credit card profile from a list if they want to pay for it again.
Next are the integrations. Since most online invoice management software solutions lack the accounting features necessary for an SMB to operate its business. The system should be integrated with the QuickBooks online accounting solution. This integration will allow you to use the major advantages of your billing management system to make payments more quickly and to improve customer satisfaction and then use QuickBooks online to meet all your accounting needs.
It's down to size, eventually. Between $15 and $30/user should be an affordable system. The ROI can be seen very quickly because it saves you money and helps you get paid more quickly. Another important note is that invoice management systems are included in some customer portals, but the number of customers is limited. For instance, FreshBooks limits your customer portal to 50 customers and if you want more customers, you need to upgrade. That seems irrational. The consumer site should be open.
InfoFlo Pay contains all of the above features, integrations and affordable prices, and an unlimited customer portal. The prices vary between $15 and $30/user. The ROI can be seen very quickly because of how much money it saves you, and how fast it will help you get paid.
Benefits of Using Online Invoicing Software Program.
Online invoicing software application is considerably relied upon in the small business market to aid with taking care of all-types of billings. A demand to handwrite a large number of billings is beginning to lapse as well as it is now coming to be more basic to use software application. A quality invoicing plan has the advantage of supplying the business specialist the choice to quickly develop invoices, credit rating notes, quotes, and aging reports.
A business's invoicing practices could involve complying with the obligatory tax policies; cash flow forecasts, statuary accounts, debit analysis, as well as likewise increasing a variety of records. Due to the series of benefits this software program uses to the smaller sized company, a firm is no more so depending on making use of the solutions of an accountant.
Right here are some of the advantages you might expect from utilizing the invoicing software application:.
Reduce of use.
Although the invoicing software comes with a series of breakthrough includes it is often designed to be really easy to use and also find out. You definitely do not require to be an experienced bookkeeper or an accountant to value the benefits of using this sort of software.
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Instant invoicing.
A great attribute to the on the internet invoicing software is that it allows you to promptly send a billing via the web from any type of place. This is wonderful for those that are often mobile and also means you do not need to be based in the office to produce the called for billings or comparable paperwork. Likewise, a consumer can obtain a billing as quickly as it is increased by using email, which aids with cutting down on the expense of postage.
Multiple Layouts.
This software is created to make it actually easy to develop and develop a wide variety of billing design templates that are tailored specific to a firms needs. You likewise have the alternative to add in the company logo or similar style to assist with creating a truly expert look.
Enhance Picture.
Whether you are a web developer, designer, freelancer, or charity company, utilizing the invoicing software to elevate price quotes, quotes or invoices, will develop professional looking documents, which ought to easily aid to improve on a firm's image.
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On the whole, if a local business does make a decision to make use of the invoicing software application then they will absolutely have the potential to conserve a great deal of time and also money in the long-term, whilst also having the ability to improve the effectiveness of the workplace.
Invoice Management System for Associations
Associations need an invoice management system that also includes the management of their members, forms, membership portal and payments processing. Typical association management solutions do not offer a comprehensive solution but focus only on association management features rather than on invoice management. In this article we will explore what features an association management system needs and how all these features are included in InfoFlo Pay.
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Basic organization functional control capabilities should include first and foremost in any group management system. This includes the ability to manage all kinds of memberships and to view all this information in a dashboard so as to give associations quick insights into various types of memberships. Another main feature is the ability to group membership by class so that every membership category can be quickly identified. It is also an enormous benefit to be able to click on any member and see all member information, invoices, statements and forms relating to each member. A bonus feature would include custom fields for the system to add membership ID, birthday, hobbies and so on. You should search for these fields.
As a result, associations need to now be able to create intake forms to enable their members to fill in their information and sign any digital documents relating to their memberships. These forms should be placed on a website of associations or a link to a white-labeled portal where these digital documents can be signed. Once the association has signed it should receive an email notification and optionally accept the form. At the same time the member filling in the form should receive a notification to view it and download a PDF version with a link to the digital form. Finally, the ability of associations to send pre-populated digital forms contained in membership information is also crucial, so that members can quickly and easily fill in the form.
An association can manage members at this point and have them complete digital forms. The main feature left is the processing of payments. This is where features of the invoice management system should be fully integrated. An association should be able to send an auto subscription fees invoice for monthly, quarterly or annual fees so that a member can only pay once on a credit card so that membership fees will be quick and easy to collect. Moreover, another invoice system feature, normally not included in association management system, should also include the ability to save credit card profiles to allow members to easily pay any other non-subscription fee. All they have to do is select a credit card previously used to pay for the invoice.
The last feature mentioned many times but not specifically explained in this article is the membership portal. All digital forms, payments, statements should be made available to the member via a white labeled, mobile friendly portal for members to access this information. Payments should be sent via a secure link and the secure invoice portal should automatically be loaded to enable the paying members to pay and then view all paid invoices. Similarly, all completed digital forms should be accessible to export to PDF. Finally, a statement should be generated automatically so that members can view their start and end balance.
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All the above are included in InfoFlo Pay, a unique invoice management system which also includes association management features. As stated at the beginning of the article.
Invoice Management Software for Associations
Associations require an invoice management software that also includes member management, digital forms, member portal and payment processing. Typical association management solutions don’t offer a complete solution, rather they only focus on association management features rather than also including invoice management features. In this article we’ll explore what features are required for an association management system and how InfoFlo Pay includes all of these features.
First and foremost for any association management system should include basic membership relational management features. This includes the ability to manage all different types of memberships as well as being able to view all of this information in a dashboard so that associations can quickly get an overview of the different type of memberships. Another critical feature is the ability to sort by membership so that each type of membership can easily be viewed. Also being able to click on any member and view all membership information, invoices, statements and forms related to each member is a huge benefit. A bonus feature would include custom fields so that membership ID, birthday, hobbies ect can be added to the system. These fields should be searchable.
So now that you can manage the memberships, associations now need to be able to produce intake forms so that members can fill out their information and sign any digital documents related to their memberships. These forms should be able to be placed within an associations web site or include a link to a white labelled portal where these digital documents can be signed. Once signed, the association should receive an email notification and optionally allowing them to approve the form. At the same time, the member who filled out the form should receive a notification with a link to the digital form for them to view it and download a PDF version of it. Finally, another critical feature is the ability to allow associations to send pre-populated digital forms that already contain membership information so that it is quick and easy for the member to fill out the form.
At this point, an association can manage members and have them fill out digital forms. The main feature left would be payment processing. This is where invoice management software features should be fully integrated. An association should be able to send out an invoice for monthly, quarterly or annual fees with auto subscription payments so that a member only needs to pay with the credit card once so that collecting membership fees is quick and easy. In addition, another invoice management software feature, typically not found in association management system, should also include the ability to save the member credit card profile so that any other non subscription fee, can be easily paid by the member. All they would need to do is select a previously used credit card to pay for the invoice.
The last feature that has been mentioned many times in this article, but not specifically explained is the membership portal. All digital forms, payments, statements should be accessible to the member through a white labelled portal that is also mobile friendly. Payments should be sent via a secure link and automatically load the secure portal with the invoice so that members can pay and later be able to view all paid invoices. Similarly, all digital forms filled out should be accessible with the option of exporting them to PDF. Finally, a statement should be auto-generated so that members can view their beginning and ending balances.
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As is stated at the beginning of the article, all of the above features are included in InfoFlo Pay, a unique invoice management software that also includes association management features.
Online Invoice Management Software with SMS Integration
Each online invoice management software should be based on an estimate or invoice. In addition, e-mail and notification must also be included to inform businesses when the estimate or the invoice has been sent, when it has been last viewed, and whether the invoice has been received. These features are already available in most online invoice management software such as InfoFlo Pay, and they should certainly also be a key feature of all other similar solutions that do not, unfortunately, offer these features.
While emails serve as the basis for business communication, the remaining problem is that no online invoice management software can guarantee, when sending a secure link for an estimate or an invoice, that such emails will not be sent directly to the client's SPAM box. This is why SMS should be included as an additional communication form that enables estimates and invoices to be transmitted by SMS and therefore ensures that they are sent!
So what are the best SMS solutions that invoice management systems should integrate with? For receipt of SMS messages, online invoice management software solutions can be integrated with Twillio. The Twillio system, used by companies like Uber, offer simple integrations with log. This is why invoice management solutions such as InfoFlo Pay offer Twillio integration. Essentially in InfoFlo Pay, you can send an SMS in the same way that it sends secure links for estimates and invoice by email, but also via SMS. InfoFlo Pay also contains a log showing the user on the sending of the SMS.
Users of online invoice management software now can ensure their estimates and invoices reach their clients with this kind of seamless integration. Furthermore, InfoFlo Pay also includes digital forms that enable digital forms to be transmitted by e-mail and SMS, contrary to other solutions.
More explanations are available about why SMS works: 33% of people are exposed to mobile phones than toilets in total! Mobile access (and thus SMS-access) reached 6 billion in 2013. in 2013. Although SMS has overcome the dramatic growth in new communications applications, an average of 20 billion text messages this year is reaching 7.3 trillion annually. It's a second of more than 5.5 million! At 20-30 percent, the open email rate is very high. But the SMS blasts away at an accessible pace of 98 percent according to a Dynmark report! Yes, in 3 seconds, 90% are read which is an incredible number! Think about how much time a text takes to move between your cell and shoulder.
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Therefore the probability of estimates and invoices being paid is substantially increased by SMS! The article hoped to explain the importance of your favorite online invoice management software for SMS incorporation. You can risk losing customer satisfaction and receiving a lower amount of accepted estimates and payment of the invoices if this feature is not in your existing solution. This is why you should use a system that has SMS functionality such as InfoFlo Pay.
Invoice Management Software
Are you a small medium business owner? Do you currently have an invoice management software? Do you work 12 - 16 hour days, 6 days a week? If you answered yes to all three of these questions then I have one final critical question to ask. Shouldn’t your invoice management software help you get paid faster? More than that, shouldn’t it also contain a workflow so that all you have to do is create your invoice and the system will ensure on it’s that you get paid?
To me the answer is an emphatic YES! The issue here is that most invoice management software solutions only perform the task as described in the very definition, hey only manage your invoices. They won’t help you get paid faster.
That’s why you need InfoFlo Pay. It is the only invoice management software solution that will help you get paid faster and will allow you to focus on running your business, rather than having to chase the customer for payment.
How does InfoFlo Pay do this? Well in a number of ways actually. First and foremost is the built-in workflow. If you’re creating an estimate in InfoFlo Pay, the system will email and/or SMS the estimate to your customer. All the customer needs to do is click on the link in the estimate which will automatically log them into the customer portal. Then either on their phone or PC, they can view the estimate in PDF format with an ACCEPT button. All they have to do is click it, and InfoFlo Pay will automatically convert it to an invoice, in front of their eyes, with a Pay Now button ready to scan their credit card and process the payment. It’s as easy as that! No other invoice management software on the market offers this type of unique workflow!
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More than that, InfoFlo Pay will allow the customer to save their credit card profile. This means that like Amazon, InfoFlo pay will save the last 4 digits of their credit card so that next time they need to pay, they can select previous used credit cards. How easy is that!
