Invoice Management Software With Customer Portal
Why is a customer portal important for your invoice management software?
With that said, the InfoFlo Pay Customer Portal allows customers to:
Getting you paid faster:
So aside from all the advantages that are included in the InfoFlo Pay Customer Portal, how can the InfoFlo Pay invoice management system actually help you get paid faster? The answer is that the customer portal is built into the automated workflow. Here how it works:
This is a common question we get. The simple answer is that InfoFlo Pay invoice management software provides users with all the power to convert estimates and pay for invoices on behalf of their customers so you are always in full control.
For More Information :Free invoicing online
- By putting the power in the customer’s hands, you are increasing your chances of the customer converting, as long as your invoice management software makes it easy and mobile friendly.
- You will save tens of hours a month (depending on your industry) because the customer won’t have to contact you anymore.
With that said, the InfoFlo Pay Customer Portal allows customers to:
- View & Accept Estimates in addition to extract to PDF
- View & Pay for Invoices in addition to extract to PDF
- View & Fill Out digital form in addition to extract them to PDF
- The InfoFlo Pay Customer Portal is mobile friendly
Getting you paid faster:
So aside from all the advantages that are included in the InfoFlo Pay Customer Portal, how can the InfoFlo Pay invoice management system actually help you get paid faster? The answer is that the customer portal is built into the automated workflow. Here how it works:
- You create a new estimate and send it to the customer
- InfoFlo Pay automatically sends an email or SMS to the customer with an active URL
- Customer clicks on the active URL and is automatically logged into their portal with the estimate shown in PDF format and an Accept button
- Customer clicks on the Accept button and the estimate is automatically converted to an Invoice with a Pay Now button
- Customer pays!
- InfoFlo Pay will also send the you constant email notifications (can be turned on or off), every time the customer is viewing/accepted an estimate and is viewing/paid an invoice.
This is a common question we get. The simple answer is that InfoFlo Pay invoice management software provides users with all the power to convert estimates and pay for invoices on behalf of their customers so you are always in full control.
For More Information :Free invoicing online
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