ERP>Billing & Invoicing
Billing & Invoicing:
Automated billing Software cycles
have been an important part of any sales process for ages. Forgetting
or neglecting to bill customers is essentially throwing away
your hard earned revenues - and here at Salesboom On Demand
hosted CRM we're all about saving you money with our online
web based CRM software / web-based SFA solutions. That's why
we introduced web based Billing management & Invoice management
Automation Software. Simply input the needed information into
the automated billing and invoicing system and marvel as the
system does all the legwork for you. Automatically generate
correct and up-to-date invoices at the click of a button and
then send them via email or print them off for mail-out.
We understand that every small
business has different processes, which is why we designed
our automated billing software feature to be so flexible.
Whatever your payment types or billing cycle criteria are,
Salesboom's web based CRM Billing management & Invoice
management (Small business Accounting Software) software is
flexible enough to adapt to anything you can imagine. Why
rely on paper trials and worry about human error when you
can let Salesboom On Demand hosted CRM's on demand Billing
management and Invoice management system take care of everything
for you?
1. Automated Web
based Billing Software
Salesboom hosted CRM's Automated
Billing management & Invoice management system will empower
you to automatically create invoices as part of your billing
cycle. Use numerous rules to customize a billing cycle for
each account i.e. monthly, quarterly, annually etc. Once each
invoice is reviewed, it can be emailed to the recipient or
printed so that it can be mailed to them. You can also save
yourself time by setting a recurring event and have the automated
billing and invoicing software ensure bills are received at
the proper times without needing to manually send them.
2. Custom Invoices
Create custom invoices for
each of your accounts. Once created, each invoice can then
be scheduled to generate automatically according to your corporate
billing cycle. Once an invoice has been sent, it is automatically
changed to Read-Only status to ensure that no one tampers
with it. You'll also be able to change the status of overdue
accounts i.e. Second Notice, Third Notice, Collections etc.
in real time helping you to prevent overdue accounts from
sneaking up by alerting you when it’s time to recover
overdue accounts.
3. Incorporate Product
Database
Salesboom's web based CRM
Billing management & Invoice management system uses the
Product Database to create invoices. When creating an invoice,
simply select the product names from the Product Database
that the customer is being billed for. Easily find the product
names you're looking for by navigating through the Product
Categories that you've already defined so that creating your
invoice is simple and painless. The Salesboom On Demand hosted
CRM On demand hosted CRM software / Web-based SFA Software
Billing management & Invoice management software tool
does all the work so that you don't have to.
4. Invoice Reports
Run an invoice report to
get a list of pending invoices. Each invoice must then be
reviewed and approved before it can be sent. Also run timely
reports to check on the status of all your accounts –
see how to prevent overdue accounts by classing which ones
are frequently delinquent on paying the invoice and which
ones are always timely as well as helping you prepare a final
payment forms notice.
5. Overdue Invoices
Run a report to have an instant
view of overdue accounts. Check their status. How long have
they been overdue? Is it time to call a collection agency?
Perhaps you would like to send the invoice again as a final
notice letter. Salesboom's web based CRM Overdue Invoices
report will help you keep track of non-paying customers.
6. Tax Rules
It is likely that you have
to charge tax on the goods and services you provide. Automated
tax information within Salesboom On Demand hosted CRM allows
you to incorporate various tax rules based upon a variety
of situational rules that you define. Just set up the tax
rule and it will be applied to all invoices that match your
specified criteria automatically and hassle free!
7. Discount Rules
Sometimes you need to give
your customers a discount. Maybe it's a promotion that you've
been keeping track of in the Salesboom's web based On demand
hosted CRM software / Web-based SFA Software Campaign Management
Software tool, which gives your customers a certain percentage
off of their desired products. Perhaps you just want to give
a long time customer a loyalty bonus, or maybe you're negotiating
a better price on a large quantity order. Whatever the reason,
Salesboom's on demand Billing Management & Invoice Management
Software is there to help you out. Easily figure in a percentage
based discount for a particular item or across the entire
invoice itself, then let Salesboom On Demand hosted CRM automatically
calculate the final values for you.
8. Payment Method
Information
Some Customer's prefer to
pay by credit card, others by check. Some pay immediately,
others pay on a particular date of the month. Find it hard
to keep track of all that information? Most people do. Easily
store and reference all of your customers' payment information
within the Salesboom's On demand hosted CRM software / Web-based
SFA Software Billing Management & Invoice Management Automation
feature. Credit card information, payment types, dates and
amounts; you'll find there's more than enough room for all
the necessary data to help make your small business thrive
and with our secure payment system, information is always
secure.
9. QuickBooks Cloud CRM Integration
With Salesboom’s QuickBooks Cloud CRM Integration tool, you will have the ability to seamlessly synchronize all your joined data between Salesboom Cloud CRM and QuickBooks Accounting Software. Salesboom CRM for QuickBooks allows you to manage your billing and Invoices from any of the two systems and automatically sync the process to the other. Billing and Invoices cycles will go hand in hand with every other part of your Cloud CRM thanks to the QuickBooks CRM Integration tool we provide.
Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.
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