SimplyCast Blog: How to Manage a Digital Pending Invoice Reminder System

How to Manage a Digital Pending Invoice Reminder System

invoice communicationmanagementengagementautomationmarketing automation

Many different challenges can arise when a company’s pending invoices go unpaid. Manually handling the process leaves room for error and doesn’t always allow for key steps to be completed optimally. A few examples are having to communicate new invoices to clients, ensuring that invoice-related communications are seen, and reducing the time spent by employees sending reminders for unpaid invoices. All these tasks can be approached much more efficiently when using a digital system. By combining several different automated tools, companies can simplify their invoicing process and benefit everyone involved.

SimplyCast presents the idea of a Pending Invoice Reminder system. This solution makes use of communication automation to ensure that invoice-related notifications are shared with clients in the best way possible for everyone’s needs. By working with existing invoicing software, a variety of communication methods, and the ability to customize reminders, SimplyCast has created a system that improves the invoice reminder process.

This solution makes use of 3 key factors that we are going to break down in this blog.

How the Digital Solution Works

Having a simpler method of handling invoices is a great asset for companies to implement. Sending invoice reminders via a digital system takes pressure off administrative staff, and ensures that nothing is forgotten, or other manual errors are made. Avoiding the issues that arise from missed invoice payments is ideal, and automation can help make that more achievable. SimplyCast anticipated the need for a system like this and has created a simple 3-step solution to help companies navigate the invoice reminder process.

Integrated Reminders

If you have any existing invoice systems, they can easily be integrated with the digital solution, saving time and resources. This will allow new invoice notifications and reminders to be sent out automatically. When using integration, invoices can be tracked throughout the process, and any that are unpaid can be easily reviewed.

Multi-Channel Messages

Invoice reminders can be set up and sent using a variety of contact methods, such as SMS messaging, phone-calls, and emails. This allows clients to be kept updated in the optimal way for their situation and ensure that they are receiving the notification and responding accordingly.

Recurring Notifications

By using the integration system, any changes to an invoice’s status can be recorded and checked prior to sending another reminder. This makes sure that the appropriate number of notifications are being sent, only when needed. These reminders can be set to recur as many times as necessary when an invoice goes unpaid or is marked as pending. After a predetermined amount of time, an employee can be notified of the invoice that hasn’t been paid.

Why SimplyCast?

That’s the core of what it takes to create a pending invoice reminder solution, and it’s only scratching the surface of what is possible when it comes to using digital technology to help businesses operate smoothly.

The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution.

Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them.

Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind.

Interested?

Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works. Let them know you’re looking at UC0000031, Pending Invoice Reminders when your demo begins.

Simply request a demo by clicking the button below and let us show you how our solution can help you manage your company’s invoice reminders more effectively.

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