Ever found yourself chasing down unpaid invoices right up until the final hour?
Unpaid invoices not only waste you and your team’s valuable time but can also impact your ability to give the best experience to your customers. Just like you, your customers have lots of moving parts when it comes to their day-to-day business operations. Therefore, the easier you can make it for them to pay you for your project, service, or maintenance work, the better.
So how can you streamline your invoice payment process and avoid missing money? It’s time to say goodbye to all those manual tasks in your existing invoice management process, and hello to streamlined and automated processes with the help of job management software.
Single database for Contacts
A good job management softwares gives you a single location to store all of your customer information so that you can stop wasting time trying to track the data you need for invoicing from multiple places and people in your business.
A single database centralising all customer information keeps it organised and up to date so that invoices and payment reminders go to the right customer at the right time.
It’s also useful to find a job management software that not only houses all of your important customer information but can automate sending customer invoices based on event triggers, such as your field staff completing a job.
This saves you time and gives your customer a more streamlined invoice payment process where they can quickly and easily pay for work as soon as it’s complete.
Collect payments quickly and easily in the field
By providing customers with options to pay with a credit or debit card in addition to cash, or bank transfer, you’re providing flexible and convenient payment options which speed up the process, and make it easy for customers to pay on time.
The simPRO mobile app not only enables field staff to issue an invoice and take payment from the field via Square integration capabilities, it also allows them to make real-time updates to job progress and contact information right from the field.
The Square and simPRO integration also allows your business to take recurring payments from customers automatically. As a result, you won’t forget to invoice customers, and they pay on-time, keeping cash flow moving and helping you avoid the last-minute scramble for unpaid invoices.
Get invoice alerts
Another useful feature is cloud-based invoice tracking, this can not only keep track of all your invoices but also alerts you when they’re due or overdue. The latest invoicing update in simPRO shows an alert if you are creating a new job for a customer with outstanding invoices.
This allows you to easily follow up with customers on unpaid invoices as you find them, rather than waiting until the month to track down missing payments.
It gives you the ability to follow up on overdue funds before booking in any more work with that customer, ensuring that you stay on top of your cash-flow. It also provides more visibility and transparency into customer payment history for the right members of your team within simPRO.
Learn more about simPRO’s invoicing and payment solutions
simPRO job management software not only makes it easier for your customers to pay on time, but also helps you run more efficient business operations overall.
Give your customers payment flexibility, create professional invoices from the field, and integrate with accounting solutions to streamline your invoice management process. As a result, you will see better cash flow for your business and have more time to focus on completing work and winning new business to grow your company.
Discover more tips for an efficient cash flow and operations by visiting simprogroup.com/cashflow.