One of the most disliked tasks in business is chasing in monies owed! This task can now be automated by linking software to your accounting records, so that invoices past their due date can be chased automatically and statements can also be automated to be sent regularly.
There are various add-on products which link into your accounts software. Some of it is FREE to use (with cloud based accounting software). A charge applies if you want to link it to Sage50 or other desktop programs for instance.
This is clever credit control software that helps businesses get paid faster. It connects easily to your accounting software, then takes over the process of chasing customers for payment through automated statements and escalating email reminders.
Take control of your Accounts Receivable and start getting paid faster in seconds. Software integrates quickly and easily with most cloud-accounting software, including Xero, Quickbooks, Sage, Kashflow, Freeagent and Freshbooks. It also integrates with most desktop accounting software including Sage50.
Credit control CRM with full debt-chasing audit trail. Record in the system all your notes of telephone conversations or other actions and all debt chasing actions are recorded against the client.
Customer risk profiles with integrated Experian credit data. The bedrock of good credit control is to know your customers. Full credit reports can be overwhelming for a small business owner, but contained within them are a few key metrics that every business owner should be aware of: the credit score; the credit limit; and the Days Beyond Terms (DBT) data. There is a partnership with Experian, the world's leading credit reference agency, to make this data easily accessible for you.
Drill down on the report to identify your customers with a high risk profile.
Having this information readily available is surely a good enough reason to put this software in place even if you choose not to use any of the other features?
About to do business with a new customer? You can do an instant credit check from within the product and you are notified immediately into which of the categories above that prospect falls.
Track your debtors with interactive reports
Easily understand the state of your Accounts Receivable and identify your problem customers with the beautiful, interactive charts, including Aged Debtor reporting, so your credit control team can work more effectively. Reports can be exported as PDF, too.
Provide your customers with monthly statements - automatically
Automate a monthly overview of all open invoices with your customer, or click a button to send one off whenever you like. As with everything else in the software, these are completely optional and customisable per customer. You can also say "thank you" for paying - again totally automatically.
Finance Overdue Invoices Instantly
A unique feature of one such product is the ability to raise finance based on your outstanding debts.
Cashflow problems don't need to keep you up at night when you can receive finance for your overdue invoices at the click of a button.
Finance Multiple Invoices at Once
Financing multiple invoices is as easy as adding them to a shopping basket. No need to apply, fill in forms, or talk to us.
Intelligent Invoice Finance
Using "Smart-Select" the software will suggest the best combination of invoices to finance for the lowest possible cost.
Please contact us if you want to know more or would like help setting this up to work with your accounting package.
30 Bear Street, Barnstaple, Devon T 01271 375271
27 Bridgeland Street, Bideford, Devon T 01237 471881