Invoice management System

Do you currently manage all your invoice in Microsoft Excel and sending you PDF’s of your invoices? Rather, you should use an invoice management system that will save you time, help you get paid faster and including a customer portal.

This is where InfoFlo Pay, the only invoice management system that includes payment processing with a customer portal and automated workflow that will help you get paid faster. This makes invoice processing simple!

All you need to do is create the estimate and InfoFlo Pay can both email and SMS your estimate. The customer then just needs to click on the link in the email or SMS. Once clicked, the customer is automatically signed into their customer portal.

They see their estimate in PDF format with an Accept button. InfoFlo Pay can then automatically send you notifications that the customer is viewing the estimate. You can then call the customer and convert the estimate or they can convert by clicking the Accept button.

Once converted, the InfoFlo Pay invoice management system automatically converts the estimate to an invoice with a “Pay Now” button. The customer simply inputs their credit card number (if they are on their mobile they can scan the credit card #) and pays the invoice.

The InfoFlo Pay invoice management system then automatically send a thank you email with an attachment of the paid invoice in PDF format and a link for the customer to view their paid invoice in the customer portal.

It doesn’t get any easier. No other invoice management system on the market offers this type of workflow with a customer portal and payment processing.

Additionally, if the customer would like to pay by cheque or cash, InfoFlo Pay also accepts these type of payments as well. When these payments occur, InfoFlo Pay creates a status called “Unconfirmed”. All you need to do is changed the status to Paid once you have confirmed payment and InfoFlo Pay will automatically send the Paid email to your customer.

So that you all of your needs are accessible from on invoice management system, InfoFlo Pay also includes digital forms so that you can create, auto-populate and then send digital forms to your customer for signature.