Getting Customers to Pay Invoices on Time

1
Getting Customers to Pay Invoices on Time
2
Agenda

1. Introduction
2. Factors that influence if/when customers pay
3. Apptivo features that support getting paid

3
Introduction
4
Factors that influence if/when a customer pays

1. When the invoice is first delivered
2. Who the invoice is delivered to
3. What the invoice looks like
4. How easy it is to pay
5. When are you following up
6. What happens to a customer if they dont pay?

5
Apptivo features to support getting paid

• When the invoice is first delivered
• Recurring invoices, or reminders to send
• Who the invoice is delivered to
• Manage multiple contacts for each customer, carry
  contact over from sale/order
• What the invoice looks like
• Manage multiple different PDF templates with
  varying designs
• How easy it is to pay
• Add details of payment options on the invoice,
  and integrated online gateways
• When are you following up
• Automatic reminders
• What happens to a customer if they dont pay?
• Automatic late fees

6
(No Transcript)