Title: Paperless Invoicing and Client Portal With Invoicera
1Paperless Invoicing and Client Portal With
Invoicera
2Contents
- Introduction
- Faster Invoice Approvals and Payments
- Simplified Management of Invoices
- Easy Invoice Storage
- Searchability of Online Invoices
- Simplified Audit Process
- Client Portals
3Introduction
Going paperless is the need of the hour for
businesses of today. Paperless invoicing helps in
saving paper costs involved in large amounts of
paper used in the process. Going paperless is the
way forward, and most organisations are seeing it
as a method to go green and save the environment.
Many businesses are also looking to do away with
redundant practices, to gain competitive
advantage in business. A business can improve its
process efficiency, many times over, with
paperless invoicing. Here are the key advantages
of adapting paperless invoicing, using a tool
like Invoicera.
4Faster Invoice Approvals and Payments
- Sending paper-based invoices, is a long process,
involving, a lot of time and resources. Online
invoicing helps in automated sending and approval
of invoices. Paper-based invoicing is usually
dependent on specific people for approvals and
payments. - This is not the case while using an online
invoicing solution. One can easily schedule the
invoices to be sent and they can be sent to
multiple contacts, so whoever is available, can
process the payments on-time. In a paper based
invoicing process, regular reminder calls are
necessary for timely processing of payments. - This gets completely changed in a paperless
system, where automatic reminders are sent,
making the process much more efficient.
5Simplified Management Of Invoices
- Tracking and managing a large number of invoices,
is a cumbersome process in a paper based system.
In a paper-based system, the chances of an
invoice getting lost in transit, are huge. - Simplified invoice reports from an online
solution like Invoicera, helps in ensuring that
the status of payments and outstanding is tracked
easily and timely action is taken.
6Easy Invoice Storage
- Manual storage of invoices, entails huge costs in
terms of both paper and space. Large spaces have
to be dedicated for storing of paper-based
invoices. Archived invoices have to be constantly
managed, requiring additional time and resources.
- Online invoicing, helps invoices to be shared in
PDF formats and can be accessed anytime,
anywhere. This saves time and resources,
otherwise used in paper-based systems.
7Searchability of Online Invoices
- Historical invoices are difficult to search, in a
paper based system. If one has to search for a
paper invoice which is 3-4 years old and you know
the client name, it can be quickly searched for,
using an online invoicing solution. - One can make use of multiple search options like
invoice number, client name and outstanding
amount etc.
8Simplified Audit Process
- Chances of an employee fraud and other such
practices are high, when it comes to paper based
invoices, where the process is complicated and
involves different people signing and approving
the invoices. - Tracking approvals online and the date on which
the invoice was sent, approved and paid, can be
easily found. This makes the audit process, less
time consuming and simple, with an online
solution.
9Client Portals
- Besides using a paperless system, online
solutions like Invoicera provide self serving
portals to help clients get access to information
and support with ease. Here are some key
advantages of client portals for businesses. - Complete access to billing statements, on the go
- Clients can track their accounts and get
necessary support for their queries - No need for resources to exchange information
with the clients - Secure online reporting that is accessible 24/7
- Easy upload of important documents on the
designated portal - Simplified B2B communication
- Lesser meetings and calls, leading to higher
efficiency in client management
10Choose The Right Tool
- Choosing an enterprise billing management
solution like Invoicera helps in simplified
management of customized business invoicing
requirements. Here are some of the key features
of Invoicera, meant for large enterprises. - Integration with ERP, CRM and E-commerce
platforms - Custom workflow management
- Bespoke Invoicing solutions
- Advanced reporting systems
- Multilingual invoicing solutions
- Multiple payment gateways
- Complete B2B communication cycle
- Self serving client portals
11Get In Touch
Web www.invoicera.com Social www.facebook.com/I
nvoicera www.twitter.com/invoicera https//www.lin
kedin.com/company/invoicera-invoicing-simplified P
h (IN) 91-9350204838 (600 am - 1200 midnight
IST) E-Mail marketing_at_invoicera.com
12Thanks You )