Formitize tip: Streamline and Simplify Your Invoicing

19 August, 2021
Streamline and simplify your invoicing

Invoicing is an integral part of any business — whether it’s Pest Control or Building Inspection, Landscaping or Pool Inspection. Whatever field you are in, you will need an efficient and effective invoicing system.

The Formitize Smart Assist with Invoices makes your invoicing and quoting process smooth and accurate. We’ve automated everything from start to finish so you can rest assured that everything is in place — with invoice automation that’s actually proven to work.


How Smart Assist with Invoices Works

Smart Assist will automatically chase up your Outstanding Invoices for you, meaning you get paid faster and with less effort. You can set automated communication to send an email, SMS, letter or an internal task at multiple time points before or after an invoice is due. These reminders will only be sent if the invoice is still unpaid.

Communication of outstanding invoices can be sent using placeholder information to personalise the content for each communication. This content can be details such as invoice number, due date and outstanding balance, and so much more.

Simply set your communication points and the content using free text and place holders and you are ready to relax while Formitize automatically follows up on unpaid invoices while you work or play!

There’s so much you can do with Formitize’s Smart Assist with Invoices. The Formitize paperless app is your complete business solution.