KEY POINTS
- Invoices quickly and accurately created on Mobile devices meaning no double entry
- Payment+ allows customers to make Cash, Check, Credit/Debit Card payments at time of visit or whenever is convenient for them
- Automatic Statements emailed out mean less collection calls needed
- QuickBooks is updated with Invoices and Payments as well
- Bottom Line: Improved Cash Flow
Hand-written invoices are hard for everyone to read. Re-typing invoices into the computer to print and send or email to a customer takes extra time and effort. This also means it takes longer to get in front of the customer to pay.
Easy to Read, Automatically Emailed Invoice
Automatic invoicing is much quicker and easier in every way. Hopefully you are already doing this, but if not, with First Aid Trakker the invoice details are easily entered into an Android or iPhone. All products and prices, pricing rules and taxes are all in the device. So when an invoice is created, you can be confident that all the pricing, descriptions and taxes are correct and easy to read.
There are even a ways to help make sure the rep enters the correct information. This includes using fill levels for each cabinet or pre-loaded invoices that the rep confirms on delivery.
Once the invoice is completed on the Mobile device, the rep can get the customers signature. Then they can even collect payment by Cash, Check or Credit/Debit Card while they are on-site.
Collect Payments
If a payment was received the invoice details including the payment information is updated for the office to see with reports to let the office know how much the rep will be submitting in cash and checks. (Credit/Debit Card payments are automatically deposited into your bank account typically the next day). A clean easy to read copy of the paid invoice is automatically emailed to the customer.
If the payment was not received, a clean copy of the invoice is automatically emailed to the customer’s AP department, or whomever the customer asks for it to be sent to. The invoice also includes a link to Trakker’s Payment+ payment page so they can pay quickly and easily online.
In whatever fashion the payment arrives in, Trakker matches the payment with the invoice to keeps track of all outstanding invoices.
No Collection Calls with Auto Statements
If a customer has an invoice over 30 days old the automatic statement process will automatically send out a statement of all open invoices for that customer and deliver it to the email address(es) defined to receive statements. These statements also include a quick link to the Trakker Payment+ web portal for ACH and CC payment processing.
These statements can be set to resend every week or 2 weeks… per your preferences. This greatly reduces the need to make phone calls to get payments. The statements keep it in front of them, and by easily making a payment online, the customer doesn’t need to make an embarrassing phone call to get caught up.
QuickBooks Integration
Not only is this information automatically entered into the First Aid Trakker system for you, but if you use QuickBooks the invoice and payment information is also automatically entered into QuickBooks for you. No Double Data Entry Required.
Just like how customer’s say that our SMART Routing more than pays for our software, customer’s say that the postage costs alone pay for most if not all of First Aid Trakker, but then add in the improved cash flow and reduced data entry time… It just all makes sense.
Check out our Pricing and see for yourselves.
NOTE: The Payment+ is an optional feature and requires additional agreements with the credit card processing company.