What's included.
An invoice the moment the truck leaves.
Every delivered order becomes an invoice with your numbering, as a PDF.
Reminders that don't need a person.
Due Friday? The customer gets a text Thursday. Past due? Another text, then your rep. You set the schedule.
Aging at a glance.
0 to 30, 31 to 60, 61 and up, by customer. A credit hold stops new orders on the portal and the desk until you lift it.
Supplier invoices, read for you.
Snap a photo of a supplier invoice. The lines are read, matched to what you bought, and the cost feeds your margin.
Questions.
Do you take the payments?
Not in the first version. You record payments as they come in. Card and ACH come later.
Will my customers get spammed?
Reminders follow the schedule you set, with a cap per customer per day, only to customers who opted in.
Does it replace my accounting software?
No. It replaces the typing between your orders and your accounting. Export every invoice and payment.
When is it available?
It rolls out after the portal, order desk and accounts are live for your company. Your monthly for it starts the day it's on.
Get paid without chasing.
See what your aging would look like on a phone.