In a perfect world you would bill each and every client the exact same way; enter invoice details, print invoice, put in an envelope, send it USPS, and then get paid within 30 days…sadly that’s not the way it works in our construction business. It seems more and more clients are requiring that we use a different payment portal, and/or require us to send invoices via email - and not just to one person, but to a different person for each different project (that are all for the same company). My suggestion/request is for some sort of pop-up or alert based note that appears during the process of entering details for a client invoice. Something you don't have to search for, but that pops-up or gets your attention in an "alert style" format.

by: CK H. | about a year ago | Accounts Receivable