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Improving the invoicing process

Electronic invoice processes result in savings of 60-80% compared to traditional paper-based or email based process.
Also e-invoices result in faster payment receipts. Challenge in most of the organisations is tracking invoices which can now be done in a smarter way – the effydoc way.

The effyDoc way

Humanized Invoices
Send humanized invoices to clients with your video or audio narration to explain the invoice content in detail. Create a lasting personalized impression with your clients.
Change old habits
effyDoc can replace the old paper based invoicing or email based approval systems. Sending Electronic signature lets banking and financial services firms process paperwork completely online and take their attention off paperwork and operational tasks. It helps to focus on identifying new opportunities and serving clients better.
Shows if your invoice is unopened
You will know if your customer has opened your invoice or not. If it remains unopened you can set auto response emails until its opened.
Track your Invoices
Getting alerts when your client views your invoice or forwards it to someone will help you estimate the invoice payment timelines.
Delight clients and build relationship
Electronic signature ensures paperwork is processed faster, letting clients sign documents from anywhere, anytime and on any device. It also speeds up transactions and ensures a smooth experience. The invoice viewing page is neatly designed personalized page with your logo and contact details.
Secure your document & esignature
Secure your documents by blocking mail forwards or by setting a link expiry. Our secured Electronic signature system allows only the actual signer to sign the document and enables you to maintain audit trails of all your signed agreements. It gives the signer access to all their signed documents even if they are not an effydoc client.
“Insta-Call Feature” - doubt clearance
Incase of any doubt regarding the invoice, clients can send a mail or video mail to seek clarification. Your client can even use the “Call Button” to instantly speak with you in case of any clarification.
Automated Invoices and Reminders
You can set auto reminders for all invoices or send automated invoices for renewal payments or for recurring payments.
effySales comprises of effyDoc, effyVideo, effyCoach , effyFAQ, effyTracker & effyKPI
A product by effybiz Inc.