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.

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 and /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.

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InfoFlo Pay contains all of the above features, integrations and affordable prices, and an unlimited customer portal. The prices vary between and /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.

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InfoFlo Pay Joined: August 24th, 2019