We help finance teams streamline the invoice payment and copy document process
We can help streamline your payment collection processes by providing you with intuitive, easy to use customer portals that allow your customers to self-serve by downloading copy documents, submitting queries and make card payments.
We can develop you a branded, tailored solution that meets the needs of your business, which will help to make the cash collection process much more efficient and give your team their time back to concentrate on more important tasks.
Some of the features and benefits of how we can help you include:
24/7 card payments – An online card payment solution allows your customers to self-serve any time day or night, so they are no longer restricted to office hours.
Reduce inbound calls and queries – Giving your customers the ability to make payments, download copy documents and submit invoice queries vastly reduces the number of inbound calls your team receives, thus freeing up their time to focus on more important tasks.
Telephone payments are streamlined – Taking payments over the telephone through your customer portal means that all transactions are kept under one roof, thus making the reconciliation process much smoother.
No waiting for the PDQ terminal – The drawback of a PDQ terminal is that it can only be used to take one payment at a time – frustrating if you have more than one customer on the phone at the same time wanting to make a payment. Your customer portal can allow multiple users to access and take payments at once.
Whilst we provide tailored, bespoke solutions to our clients, some of the key features of our Portal are as follows:
Card payments can be made online 24/7, 365 days a year
Your Accounts Receivable team can utilise the portal to take card payments over the telephone thus removing the need of a PDQ terminal within AR
Your portal can be used to take payment on account where they may not be related to a specific invoice.
Payments made can be allocated automatically onto your sales ledger / ERP software – Removing the need for manual intervention from your Accounts Receivable team
Automated payment receipts issued to the customer upon the payment being processed
Copy invoices are accessible via the portal thus reducing the volume of copy document requests into your Accounts Receivable team saving you time and money
Query notification – Enabling customers to submit details of their query online and upon submission the query will be received by designated staff members for a speedy resolution
Bespoke design – Designed to reflect your corporate branding and colour scheme
MI reporting available confirming:
Volume and value of card transactions processed
Volume of invoices paid
Volume of copy document requests (Having the MI available enables you to demonstrate the increased efficiency following implementation of the Portal)
Payments can be made 24 hours a day, 7 days a week
Utilise the system to take card payments over the telephone (MOTO)
Auto reconcilliation with your sales ledger or ERP system