How Many Clicks Should It Take To Invoice Your Clients? How About 0?

Easy Busy Pets

April 3, 2023

Auto-Invoicing Feature

Invoicing clients is an important part of running a business. However, it can be a tedious and time-consuming process that requires multiple clicks to complete. But what if we told you that it's possible to invoice your clients with zero clicks? Yes, you read that right! Thanks to the latest technology, businesses can now automate their invoicing process and reduce the number of clicks it takes to invoice their clients.

With this new feature, businesses can set up their invoicing system to automatically generate and send invoices to clients based on the appointments scheduled in their calendar. This means that businesses no longer have to manually create and send invoices, saving them valuable time and effort.

Illustrated above is an auto-billing rule for ongoing dog walking services.

Creating a new rule is super-straight forward, and involves 5 steps for each rule as described in detail at the end of this article.

The automation process can be configured to bill clients based on specific services, and how often they receive them. For example, a pet grooming salon can set up the automation to bill their regular clients on a monthly basis for their grooming services. They can also configure the automation to bill their occasional clients on a per-service basis. This helps ensure that the salon's regular clients are billed consistently and that their occasional clients are billed appropriately.

The beauty of this system is that it requires zero clicks from the business owner or staff to generate and send invoices.

Once the system is set up, it takes care of everything automatically. This is a significant improvement from the traditional invoicing process, which can take several clicks to complete and can be prone to human error.

Automating the invoicing process also benefits pet business owners by providing them with a hassle-free and error-free billing system. Pet owner clients receive their invoices automatically, which eliminates the need to follow up on payments. This can lead to improved customer satisfaction and loyalty as well as overall efficiency for a growing pet care business.

How To Set It Up

You will need an Easy Busy Pets account to work with this feature. Start a free trial here. Finally login to your account, and go to Invoices > Payments Settings > Auto-billing window. For each rule, follow these steps:

Step 1: Frequency Monthly or Weekly

Step 2: Select Which Services This Rule Applies To

Step 3: Choose to apply to all clients, all but excluded clients, or just specific client(s)

Step 4: Choose what invoice actions trigger the rule

Step 5: Summary and activate

In conclusion, the automation of the invoicing process has revolutionized the way businesses manage their invoicing tasks. With the ability to set up automated invoicing systems that require zero clicks to complete, businesses can save time, reduce errors, and improve customer satisfaction. So, how many clicks should it take to invoice your clients? With this new feature, the answer is zero!

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