See how a growing business replaced scattered spreadsheets and manual follow-ups with InvoiceSmarty, and cut the time between finishing work and getting paid.
The Challenge
Before switching, invoices were built in spreadsheets, sent late and tracked by hand. Payments were hard to match to invoices, overdue balances went unnoticed and a lot of time every week went into chasing clients and preparing statements.
Key Result
Within three months, the average time to get paid dropped significantly and the team saved hours every week on billing and follow-ups.
The Solution
The team moved quoting, invoicing, payments and expenses into InvoiceSmarty. Rollout was quick and followed a few simple steps:
- Importing existing customers and items.
- Creating branded invoice and quote templates.
- Sending invoices by email and tracking when they were viewed.
- Recording payments and sharing statements through the customer portal.
The Results
Invoices now go out the same day work is completed, reminders happen automatically and balances are always accurate. Reports give the owners a clear view of sales, expenses and outstanding amounts at any time.
"InvoiceSmarty took billing off our plate. We always know who has paid, who hasn't, and what is coming in next." - Business owner
Want similar results for your business? Create your free InvoiceSmarty account and send your first invoice today.
Sarah Jenkins
Writer at InvoiceSmarty. Passionate about invoicing, cash flow, and helping businesses get paid faster with less admin.
