Why is it important for an invoice management system to email an invoice for you?
Most invoice management systems will help in creating an estimate or creating an invoice. But then what? Then you need to extract it to PDF, save it, compose a new email and attach the pdf. After sending it you then need to follow up with the customer and of course if they require any changes, well then again you go back to the estimate or invoice, edit it and resend.
Not only is this process time consuming,it can also lead to user error. Most importantly, by the time you send and resend your estimates and invoices the customer might lose their interest.
An invoice management system that truly saves you time and increases sales must email the estimate and invoice for you. Moreover, it should include notifications as to when the estimate or invoice were sent and viewed. By knowing when they were sent, you never had to deal with a customer questioning you as to whether you sent the email or not and by getting notifications to when they are viewed allows the salesperson to call right away and try to convert the estimate to an invoice or take payment for the invoice.
Ok great, so now your invoice management system can send the estimate or invoice and can send you notifications when they are sent and viewed. But what about making it easy for the customer to convert the estimate and pay for the invoice on their own?
This is where InfoFlo Pay comes into play. It’s the only invoice management system solution that includes a secure link when sending an estimate and invoice. For the estimate, the customer only needs to click on the secure link from the email and they will be automatically logged into the customer portal and view the estimate in PDF format with an accept button. When they click accept it will automatically convert to an invoice with a Pay Now button.
As my kids would say, easy peasy lemon squeezy. This is why InfoFlo Pay is the only invoice management software that will help you get paid faster.