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Billing and Invoices

Cash is Still King

Ensure efficient & timely invoicing and collections.

Spend less time on AR management and improve cashflow.

Overview Video

1 Minute of Executive Summary, 1 Minute of Process, and 5 Minutes of Screens.

What Customers Say:

In-Depth Demo Video

This video covers invoice functionality at a deeper level.

It explains how renewals, invoicing schedules, sending, and reporting work, plus much more.

What Customers Say:

Scale Invoicing Processes 100X Faster than a Human

  • Finance is the Last Team to Get Headcount
  • Get More Done without More People
  • Automate the Conversion from AR to Capital

Across our customer base, we send thousands of invoices every day. With our order processing automation, we make sure these happen on time, every time. Spreadsheets don't do this.

Overview Video

1 Minute of Executive Summary, 1 Minute of Process, and 5 Minutes of Screens.

What Customers Say:

Billing and Invoices: Customer Invoice Records

 

In the screenshot below, users can see all of the invoices (and more) associated with a customer record.

In the columns, you can see if the invoices are integrated with Quickbooks, Sage, Netsuite, Salesforce, or Stripe.

You can also click into the contract or see key dates, amounts, and activity per invoice.

 

 

What Customers Say:

 

Billing and Invoices: Invoice Tracking

 

When users navigate into an invoice, they see the screen below (except for the panel is not enlarged).

In the top right panel, they are able to see the activity stream, the history of activities, with invoices (and more).

Here, we see that an invoice was manually created and sent. The email bounced, and then it was paid.

 

 

What Customers Say:

 

Tracking and Reporting that's Easy like Sunday Morning

  • Inboxes were Not Built to Manage Invoices
  • See Every Invoice Send, Open, and Bounce
  • Gain Insight on Future Cashflows

SaaSOptics customers have clear, time-stamped visibility on invoice status at an aggregate and per-customer level. You can also report on future invoices and project future cashflows.

In-Depth Demo Video

This video covers how you can process sales orders from Salesforce.com.

It also shows how we automatically create customer, contract, revenue recognition, and invoices.

What Customers Say:

Payment-Friendly Invoice Templates

  • Offer Payment by Check, Wire, ACH, or Card
  • Ensure Periods and Terms are Always Correct
  • Adjust Brand or Invoice Content by Segment

SaaSOptics invoice templates are highly configurable and attractive. They are designed to reduce the back and forth with your customers' accounts payable. They include all the important contract details to reduce payment cycle friction.

Billing and Invoices: Invoice Templates

 

Below is an example of the invoices sent to customers via email. All branding and. payment options are configurable by you.

And, all of the content is configurable by you. Multiple invoice templates can also be set up for different customer groups.

Importantly, periods, terms, and item details are all passed as variables to help ensure A/P teams don't have questions.

 

 

What Customers Say:

 

Billing and Invoices: Invoice Tax Calculations

 

On the invoice below, you can see tax has been added.

The calculation is made via our integration with Avalara.

With it, you can also support multiple jurisdictions while maintaining tax compliance.

 

 

What Customers Say:

 

Fully Automated, Integrated Tax & VAT Calculations

  • Avoid Liabilities with Local Tax Authorities
  • Automate Sales Tax and VAT Computation
  • Capture and Report Sales Tax Correctly

Our Avalara Avatax™ integration is in the top 1% of 800+ Avatax integrated apps. It is easy to track sales taxes, credits, voids, and other bookkeeping activities.

All Invoice Information in One Place

  • Stop Searching CRM, Email, GL & Spreadsheets
  • All the Stuff You Need is On One Screen
  • See Payments, Balance, Activity History, & More

The SaaSOptics invoice screen collects over 50 pieces of data in one place. Line items, activity history, and sync statuses are all there. No need to look at 3 or 4 apps to get a complete view of all the information needed. And, hyperlink directly to the Invoice record synced from SaaSOptics to your GL, CRM, Avatax, Stripe, or other integrated system.

Billing and Invoices: Invoice Screen

 

The invoice screen provides everything you need to know about an invoice.

In the fourth column (Audit Info), you can see links to CRM, GL, and Avatax in the last three fields at the bottom.

You can see if taxes were committed and when. And, there is a link on the ID field to drill into the Avatax app and see details.

 

 

What Customers Say:

 

Can your spreadsheet do that?

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Overview Video

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