Invoice Automation and Collections Portal
DPA
INDUSTRY
MARKETING
Type
Business Application
MARKETING
Business Application
Automatically generated invoices to save time and reduce errors, integrating seamlessly with Quickbase for project management and QuickBooks for invoicing. As the client scaled, the solution was upgraded to integrate with NetSuite.
Enabled the client to manage overdue invoices efficiently through an interactive collections portal.
Pulled project information to determine what needed to be invoiced, ensuring accurate and timely invoicing.
Automated the invoicing process and provided easy access to generated invoices.
Allowed users to craft and send customized or template emails with all overdue invoices attached, improving communication and follow-up.
Enabled users to create and save specific search sets for overdue invoices, such as identifying clients with substantial outstanding amounts.
Allowed for the automated sending of emails based on saved queries, reducing the need for human intervention.
Significantly reduced the time and effort required to generate and manage invoices, allowing the client to focus on core business activities.
Enhanced the management of overdue invoices, resulting in quicker payments from clients and improved cash flow.
Adapted the solution to support the client's growth, ensuring long-term usability and flexibility.
