AR Automation and Payments by BlueSnap
BlueSnap Inc에 의해
Reduce DSO and get paid faster | AR Automation | Global Payments | Customer Portal
Get Paid Faster and Reduce Costs
Boost cash flow and cut expenses with BlueSnap's AR Automation. Streamline billing, payments, and AR processes using automated workflows, global payment processing, and automatic reconciliation. Enhance customer experience with automatic payment processing, a branded self-service portal, and accept payments globally in over 100 currencies. BlueSnap enhances Dynamics 365 Business Central's capabilities, with bidirectional data sync ensuring systems stay updated automatically.
Key Features:
- Robust Automated AR Workflows
- Automatic Payment Processing
- Self-Service Customer Portal
- Payment Links and Virtual Terminal
- Customer Insights & Management
- Credit Card Surcharging
- Automatic Data Synchronization
Benefits:
Improve Cash Flow
Cut DSO in half with comprehensive automated workflows. Automate customer communications, dunning, and collections to ensure timely follow-ups and reduce late payments. Set up auto-pay rules and offer flexible payment options to encourage prompt payments.
- Automated Communications: Schedule reminders to keep customers informed about upcoming and overdue invoices.
- Advanced Dunning Management: Implement strategic dunning processes that automatically escalate collection efforts based on predefined criteria.
- Auto-Pay Setup: Enable customers to enroll in automatic payments ensuring consistent cash inflows.
- Flexible Payment Options: Offer multiple methods: credit cards, ACH, PAD, SEPA and fully compliant surcharging.
Boost Productivity
Automate billing, AR, and payment processes to eliminate manual tasks and reduce errors. Lower DSO and drive internal efficiencies without any coding, all seamlessly integrated with Business Central, allowing your team to focus on strategic initiatives vs administrative tasks.
- End-to-End Automation: Streamline every step between invoice generation and payment reconciliation.
- User-Friendly Setup: Configure workflows easily without technical expertise.
- Seamless Integrations: Automatic data exchange with Dynamics 365 Business Central.
- Error Reduction: Minimize manual data entry to decrease mistakes.
Enhance the Customer Experience
Enable customers to manage accounts through a branded self-service portal. They can pay invoices, view statements, see credits, update billing info, and access important documents. This enhances satisfaction, fosters stronger relationships, and reduces payment times and administrative efforts.
- Branded Self-Service Portal: Customers can access invoices, payment statuses, make payments, and enable auto-pay.
- 24/7 Accessibility: Customers can access account info anytime, reducing support inquiries.
- Secure Transactions: Protect customer data with PCI DSS Level 1 compliance.
- Real-Time Updates: Provide immediate access to account changes and payment confirmations.
Enhanced Forecasting & Planning
BlueSnap tracks all user and customer events, invoices, and payment statuses, providing accurate data to communicate effectively and make informed decisions. With bidirectional syncing to Dynamics 365 Business Central, enjoy seamless reconciliation and robust reporting.
- Real-Time Data Tracking: Monitor receivables and cash flow with up-to-date info.
- Comprehensive Reporting: Generate reports to analyze trends and project revenues.
- Bidirectional Syncing: Ensure data consistency between BlueSnap and Dynamics 365.
- Improved Decision-Making: Use precise data for strategic planning and resource allocation.
By Connecting AR Automation with Microsoft Dynamics 365 Business Central, You Can:
- Synchronize Invoices and Customer Data: Automatically bring invoices and customer info into the AR Automation system.
- Set Up Conditional Workflows: Automating repetitive tasks so your team can focus on strategic initiatives.
- Embed Payment Links: Make it easy for customers to pay by including direct payment links in invoices.
- Automate Invoice Charging: Set up rules to automatically charge invoices upon due dates.
- Implement Compliant Surcharging: Offset costs of credit card and ACH transactions by enabling surcharging within regulations.