Billing processes in companies are often complicated due to the numerous steps and people involved. Typically, the sales user generates a quotation to present to the customer. After negotiation and approval, the seller requests the accounting department to issue an invoice. Once the customer makes the payment, an updated invoice must be generated and sent. The accounting user then files all related documents for future reference, repeating this process with every subsequent purchase from the same customer.
With a workflow system, you can automate the entire billing process, from generating sales details to sending invoices automatically once the sale is closed. This system allows you to manage the entire flow—from the initial sale to customer payment—seamlessly.
Features of a Workflow System
- Templates: Create templates for quotes and invoices, saving time on managing each sale.
- Recurring Invoices: Generate invoices automatically based on the frequency required by the service, ensuring consistency and reliability.
- Reminders: Send notifications about the status of each invoice, including collection reminders and automatic service cut-off notices.
- Custom Reports: Generate personalized reports at any time, allowing you to manage your team effectively and develop new strategies based on real results.
Why Choose a Workflow System?
Many systems are designed to handle common billing management tasks in companies. However, with a workflow system tailored specifically to your business processes, you can streamline the entire sales cycle—from pre-sale to post-sale—based on the unique needs of each client.
A workflow system allows you to notify your clients at every stage of a project, saving resources by automating processes. At Rootstack, we focus on providing customized and quality solutions that align with your specific needs. We implement successful systems that help our clients stand out in their industry.
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