In today’s day and age, we are faced with a lot of tasks that need to be done when it comes to managing your site. The thing is, a lot of these tasks can take up a lot of your time – time which you could be putting to good use by doing things like improving your site and/or products. One such thing that takes a fine amount of time away from you is the process of billing.
The entire #billing workflow from start to end is a tedious process that will take up a large sum of time especially if you have to do it with a whole bunch of #customers on a daily basis.
The entire process from making a deal, offering your hourly fee, adding tax, and so on can really make you go insane after you have been doing it for quite some time. For that reason, you should be concentrated on how to further improve your site or business rather than wasting your time creating and managing all of those invoices.
Thankfully, there are a whole lot of tools and plugins which you can use in order to automate such a tedious process like invoicing and billing in general. And today, I will be discussing the top 4 tools for automating your billing workflow.
EZBILLING360 is an awesome tool that allows you to automate the entire billing process. Not only can you automate the billing workflow, but you can also monitor your sales, create invoices and it also comes with time tracking.
So, instead of you doing all of the calculations like taking into consideration tax and other things, EZBILLING360 has this very handy set-up wizard that helps you set up your invoices and automatically calculates all of the components needed.
You can add an hourly fee, the start and end of your daily work hours, billing increments, and even on which day of the month will the client be billed.
When using this tool, the first thing you need to do is add a new client. After you have done this, you need to add all of the necessary information in order to ensure that the billing and invoice workflow works properly.
Once you have created your first invoice, all of these settings will be added automatically from now on.
With this handy dandy tool, you can charge the exact amount of time that you have put into each of the tasks when working for someone. So, when you start doing work like taking a call, writing something connected to the job, and so on, you just click start. When you are done with the task, simply click “Add to invoice” and it will be automatically added to your invoice. Then, the tool will automatically calculate the specific and correct amount that you are owed.
You can also charge your customers with additional fees that are out of your hourly rate (like products, packages, and or expenses).
Once you are finished, you can send the invoice to your client or simply save it in order to continue working on it on a later date. All of the invoices can then be viewed by you or your client (it also tells you if your client has seen the invoice).
The tool also features a lot of analytical data that you can view once you have enough invoices out there (things like revenue stream analysis, client service sales, subscription revenue, top clients by revenue, and so on). This is very handy because it gives you an insight into what are your most profitable products and what are the things that you should be concentrating on more or less.
With this simple tool, you will be able to create professionally looking invoices almost instantly. Thanks to its intuitive invoice generator, it is very easy to create and customize your invoice, add your logo and personalize your thank you email.
You can also send reminders to your clients and you can securely charge your client’s credit card. Basically, you can automate a whole lot of things, or you can automate a couple of little things (whichever suits you more).
3. SAP Concur
SAP Concur is another great software that allows you to automate certain billing aspects of your business. It is a great tool that will save you a whole lot of time from creating and managing invoices.
It automates many everyday processes ranging from transactions all the way to invoices.
And last but not least is Stampli. Stampli is a smart and flexible invoice automation tool that can also code and approve workflows with the use of its advanced technologies which are able to adapt to current or changing processes.
It is very easy to use, and it is capable of everything that all of the other tools have to offer.
Automating your billing is an important part of ensuring that you do not waste time on such things. That is why you need to find the perfect tool which will help you effortlessly create an automation that will take care of all of your invoices.
All of the tools we mentioned are good but the one which is going to provide you with the most benefits and overall simplicity is EZBILLING360. EZBILLING360 is simply the best option out there when it comes to automation and additional analysis of all of your invoices.