Administrative staff and clients both play a role in the invoice payment and distribution process. Sometimes things can go unseen, and these invoices can be missed and go unpaid. This can create several issues for the company, and manually contacting the client to remind them can become time-consuming. Businesses are looking for a better way to manage their invoice reminders and contact their clients in the most efficient way possible. So how exactly can this be achieved? SimplyCast introduces the idea of the Pending Invoice Reminder solution, designed to simplify how companies engage with clients. This solution allows pending invoices to be dealt with in a way that is personalized to meet everyone’s needs, without making any major changes or adding more work to anyone’s plates.
Integrated reminders, multi-channel messaging, and recurring notifications are the key steps to creating a smooth-running reminder process. Everyone involved will be kept in the loop, and the system will track when invoices are unpaid, and the client needs reminding. By taking the burden off of administrators, there is additional time in their schedules to focus on other daily tasks. Clients won’t have to worry about keeping track of payment dates, or forgetting to submit their payments, as the system will ensure they receive notice using the best method of contact for their needs. This solution was designed to be used by sales representatives, account managers, or other invoice administrators, along with their clients.
Who Does What in the Automated System
A company’s pending invoice reminder system can be greatly improved with automation. SimplyCast foresaw the need for a system like this, that would help keep clients and administrators connected and on the same page regarding payments. By using a simple 4 steps, everyone will be able to stay up to date on when invoice payments are due, and reminders can be set up in case of a missed submission. Contacting clients with reminders or other notifications will be done using a variety of methods, to ensure they are receiving notice in the optimal way for their situation. This helps ensure the messages are seen and responded to.
Step 1- Administrator
When the administrator sends a new invoice to a client, or when an invoice is automatically created, this will trigger the system to send a notification to the corresponding client.
Step 2- Client
The client will receive notification of the invoice. If they choose to pay it immediately, no more follow-up reminders will be sent. If they don’t pay the invoice, the reminder process will begin.
Step 3- Client
After a certain amount of time, if the client still hasn’t paid the invoice, they will receive a phone call. After this, a recurring loop of reminders will occur for the next few days.
Step 4- Administrator
If several more days pass without the invoice being paid, the administrator will be notified. At this point, since it is required, the administrator can take manual action to contact the client about payment.
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.
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.