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Success Stories – Managing Your Receivables

Keeping up with your A/R can be overwhelming when you are busy running your business. Don’t worry, your ZümiFi account manager can help!

Recently, we have a client that started to get behind on their billing and collecting their outstanding invoices. Their account manager, Michelle, came to their rescue and was able to create a plan to get them back on track. She is now creating and send out invoices every month to their clients. Michelle was able to generate targeted reports, so that management can see what work has been generated, and decide clearly on what needs to be billed. These processes will ensure that their clients are getting billed in a timely manner and ensures the partners are focusing their precious time and attention only where it is needed.

 

Michelle is also making collection calls to the clients every two weeks once the invoice goes beyond the due date. The consistency of Michelle’s plan will help her client collect the money that is owed and will make sure that time and expenses are getting properly billed. We love when we can help our clients keep their cash flowing!

If you need help with your A/R or collections, talk to your account manager. ZümiFi is here to help!

Contact us today!

Success Stories – Managing Your Receivables

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