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White Paper CRM Automation

Invoice and Collect with One Digital Automation Platform

🕐 🌐 English 📄 White Paper 📈 0 downloads 🏷️ Financial Services

Are your invoice delivery and payment collection processes still manual? Are you giving customers flexible, personalized options to receive and pay their invoices? Is your business ready to meet growing expectations for speed, security, and convenience?

Key Takeaways

  • ✓ Quadient solutions seamlessly integrate with ERP, CRM, finance and other business software via connectors or custom-designed integrations, for fast time to value
  • ✓ Custom document composition and enclosures, merging and sorting, and info capture to create all invoices compliant and on-brand. Deliver it to your customers the way they prefer: e-invoice, customer portal, email with PDF/A, postal mail, etc.
  • ✓ Create workflows to communicate and collect cash from your buyers, while customers can view and pay invoices or schedule payments. Payments are then automatically applied back to the ERP.
  • ✓ Get a full picture of invoice delivery and cash collected available, for at-a-glance performance monitoring in a complete analytics and reporting suite
  • ✓ Rest assured your invoice delivery is fully compliant with government regulations and portals with our secure encrypted payment portal links

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