Automate Your Invoicing Management System to Take Pressure off Your Accounts Team

Hit the field with simple structure and a well defined approach to ensure a successful game.

An invoicing management system needs to advance to the point, where the field worker is responsible for the delivery and gathering of evidence to substantiate the claim of payment. It’s that simple! 

invoicing management system

Imagine if the data was so powerful that your customers were fearful of questioning the payment because the information provided was always accurate, detailed, and delivered on demand. It may sound like a fantasy, but with a paperless invoicing management system it’s achievable.

The playbook has been set and the players have put in the effort to say they are part of the team. Their motivations will vary and their success is a measurement of how they visualise themselves against their peers and competition. Build tools to improve culture and capability.

When it comes to job billing the processes need to run smoothly and seamlessly every time. Financial issues can create unnecessary tension between your business and your clients, so removing this, however possible will make completing jobs and projects much easier.

Coaches, like delivery managers, are responsible for the way the playbook is rolled out. They are individually responsible for the outcomes, but wholly connected to the team to achieve the delivery. Making the process simple makes it easier for all parties involved.

With a paperless invoicing management system billing teams can review detailed job cards to identify any gaps and can process to invoice from the click of a button. If your business uses accounting packages like Xero, MYOB, or Reckon, you can easily integrate them with your one-system to ensure data is transferred smoothly between systems. This removes the tedious requirement of manual data entry and will ensure the data you’re looking at is accurate every time.

Remove tension between the teams to simplify the invoicing process.

Money is a funny thing. Everyone wants it in their pocket, so tension between jobs delivered and jobs promised will always be exacerbated by non-performance or delivery ambiguity. 

Managing your finances properly is critical when it comes to your clients to ensure they’re happy with the delivery. Delighting them through every stage of the customer delivery process is important if you want them to become return customers.

Making the complex easy is the fundamental difference between success and failure. Having a quality system that takes the playbook and provides the control to deliver, measure, and repeat success is as important in the workplace as it is in professional sports clubs. 

With information flowing freely your finance teams can review profitability on job completion very efficiently. This allows for invoice amendments on the same day, not later when time creates ambiguity. The faster you can finalise invoices, the sooner your clients will be happy. Reducing the time required to invoice on job completion will create less tension with your clients.

The system drives the process and the process drives the results. Ensure your playbook is up to scratch so that your success will follow after. Become a great coach that leverages information.

Using one-system for invoicing will enable you to easily update your clients as required and provide them with the relevant information so that they know exactly what they’ve paid for and what is still owing. 

There’s no ambiguity when it comes to an invoicing management system as intelligent data creates a transparent process for all involved. Don’t let paperwork get in the way of having a good relationship with your clients. Make the process easier for everyone with a paperless solution for invoicing, that is built on data accuracy.

invoicing management system

Trust is the biggest builder to see repeat business. If you want your customers to keep coming back then you need to be able to show them why they should and that’s why electronic data driven invoicing management systems are critical.

Players hit the field for a variety of reasons, from personal satisfaction, to being part of a team, to getting paid, to helping out their family. Each moving part needs to be catered for and managed to ensure you’re able to reach the desired outcome as a team. Make sure your system is up for the tasks for your team.

Delivering invoices and client communication in a format they desire increases the relationship engagement. Every client wants to feel loved and providing subtle, unique dependency strengthens the relationship and long term engagement.

Banking money is based on achieving the milestones set. That could be needing four goals to one in the second half, or setting a detailed delivery plan that sets the course and direction. Either way, you need to have the ability to provide feedback along the way so that changes can be made.

Cash flow is improved when invoicing can be undertaken quickly and efficiently. Streamline your workflows to ensure the process of invoicing is simple from start to finish and you’ll reduce the administrative burden on your business. 

When you implement a paperless invoicing management system into your business, both your business and your clients will benefit greatly from it. Keeping everyone happy is no easy feat, but with a system that does all your work for you, customer satisfaction becomes a lot more achievable. Go team!

Want to improve your invoicing management system? Please contact us at contact@kynection.com or 1300 786 272 to discuss how we can help your business.

© 2020 Autolync Pty Ltd, trading as Kynection

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