Small medium-sized companies always look for a way of being charged quicker while maintaining a high level of customer satisfaction. In this article we must address the best way to help the small business achieve these goals by selecting the best invoice management system. Typical features should include the ability to send notification estimates to invoices, secure payment links, a consumer site, and various options on payment. Ultimately, the approach must be user-friendly, as most customers pay through their mobile device.
Typical small business payment management solutions just allow you to create an estimate or invoice instead of e-mailing it. This is a long time, as you now need to export the estimate or invoice to pdf and e-mail it from your own email account. In addition, notifications should be included when the email was sent and viewed by the consumer in order to avoid chasing the customer. In addition, solutions like InfoFlo Pay include SMS so that you can send an e-mail or invoice to your customer and do not have to worry about SPAM issues.
A secure payment mechanism should also be included to enable the user to easily pay. You will wait for the consumer to contact you and collect payment information via the phone without this device. In addition, the company should also provide a payment profile method so that consumers can securely pick previously used credit cards to save their credit card information. This aspect is also very convenient for you to simply charge a customer credit card without waiting if the customer allows.
As you can now email your customer's estimate or invoice and get paid, your small business invoice management system should also include a customer portal. Systems like QuickBooks Online don't provide this key feature. With a customer portal, the customer can view all historical estimates and invoices and doesn’t need to contact you. Systems such as InfoFlo Pay allow customers to approve estimates and pay invoices which is a big plus.
The next important feature are that different payment options are available. The first should allow partial payments as often as you just have to take a deposit from the customer to pay and allow him to pay the balance after the work has been done. Subscription payments should also be included in a common payment option so that the customer only needs to pay the first time and the system automaily pays the customer credit for a specific period, such as weekly, quarterly and annually.
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Now that you have a small business invoice management system that helps you get paid faster while keeping customers, ensure you select one that is mobile-friendly for all platforms such as InfoFlo Pay. Without this additional luxury, customers can't pay whenever they want, which is what they really want.
