Send
Create the invoice in the agreed billing system and give the customer the payment instructions.
Send the invoice and the way to pay together.
Give customers a clear next step when their invoice arrives. CleverPays helps connect online payment to your billing process, so your team can match payments to invoices and follow up on outstanding balances.
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Build a process the team can follow
Match
Use the invoice reference and payment record to identify what has been paid.
Follow up
Review outstanding balances using the billing records, with a clear process for questions, partial payments or corrections.
Merchants on CleverPays
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“There are no headaches, they're always there for me, and I'm very happy I never had any issues.”
Mie en VertRetail franchise
Make the payment step easy to find
An invoice should explain the amount due, its reference and how the customer can pay. We help select a payment option that fits the billing tools you use and the experience you want to provide.
Keep the invoice and payment connected
The customer reference needs to remain useful after payment. We review how the payment is recorded, how staff identify the invoice and how the result reaches your accounting process. That may involve a supported connection, an export or a defined reconciliation step.
Let customers enter their own payment details
A customer payment page can reduce the need for staff to receive and enter card details. We help identify when this approach fits and when another remote-payment option is appropriate.
Separate invoices from recurring billing
Sending an invoice each month and collecting an agreed recurring payment are different processes. We review the tools, customer permissions and account requirements for the approach your business needs.
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Common questions
Not necessarily. We start by reviewing its available payment options and integration capabilities.
Make the next invoice easier to pay
Tell us how you invoice today and where the follow-up work builds up.
