8/3/2023 0 Comments Jqbx auto upvote![]() ![]() Original Assignee Chase Manhattan Bank NA Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.) Filing date Publication date Priority to US21342300P priority Critical Priority to US25049500P priority Application filed by Chase Manhattan Bank NA filed Critical Chase Manhattan Bank NA Priority to US09/886,916 priority patent/US10185936B2/en Assigned to CHASE MANHATTAN BANK, THE reassignment CHASE MANHATTAN BANK, THE ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS). Assignors: O'LEARY, DENIS, D'AGOSTINO, VINCENT, BURNEY, JESSICA, HOFFMAN, ADAM, RE, S. RICHARD Publication of US20020077978A1 publication Critical patent/US20020077978A1/en Assigned to JPMORGAN CHASE BANK reassignment JPMORGAN CHASE BANK MERGER (SEE DOCUMENT FOR DETAILS). Automates payment invoicing, receiving, and processing.Īssignors: JPMORGAN CHASE BANK Application granted granted Critical Publication of US10185936B2 publication Critical patent/US10185936B2/en Status Active legal-status Critical Current Adjusted expiration legal-status Critical LinksĪssignors: THE CHASE MANHATTAN BANK Assigned to JPMORGAN CHASE BANK, NATIONAL ASSOCIATION reassignment JPMORGAN CHASE BANK, NATIONAL ASSOCIATION CHANGE OF NAME (SEE DOCUMENT FOR DETAILS). ![]() These systems efficiently process complex accounts across multiple customers and product lines by incorporating contract data and customer relationship management (CRM) tools. The benefits of billing and invoicing software Billing and invoicing solutions work in tandem with accounting applications and provide a variety of revenue reporting and compliance tools. Small businesses spend a lot of extra money to process paper invoices. Typical features of billing and invoicing software Faster processing and paperless transactions save businesses money.īilling and invoicing software automatically performs billing calculations, reducing workload, saving time, and preventing human error. Maintain a client-by-client archive of every invoice for simple and accurate reporting, risk management, client relations, and sales data mining. Keep a log of accumulated billable time and expenses. Automatically add this data to invoices for faster billing with fewer opportunities for error.īuild a client contact information database within the billing and invoicing system to avoid the redundant expense of a dedicated CRM tool.ĭesign invoice layouts, content, and branding to tell the best possible story. Receive payments immediately through online invoice interface.Ĭapterra's billing and invoicing software directory lets you filter by feature(s) to only view options that meet your business needs, which can help narrow your software shortlist.Ĭonsiderations when purchasing billing and invoicing software Develop customer trust by delivering content consistent with existing brand materials.ĭeliver and display invoices online for simplicity and global accessibility in any currency. Intuitive billing and invoicing software with clean user interfaces and guided instructions can simplify invoice creation and management. Customers appreciate invoices that are easy to interpret, and for systems that accept online payments, user-friendly designs are critical. However, simple systems occasionally sacrifice customisability by offering fewer options to keep users on track. On the flip side, the ability to customise software often carries a steeper learning curve. Determine how tech savvy your employees and customers are, and balance that against your need for customisation. Many billing and invoicing software options integrate with other software systems, using application programming interfaces (APIs) to import and export data between systems. As an example, businesses can create an invoice within their billing software by importing customer contact information from their CRM solution and purchase records from an inventory system. Then, the business can deliver the invoice by exporting it to an email delivery solution. Enterprise-level software may manage all of these steps, but integrations allow small businesses to develop affordable solutions while continuing to use their existing software. When selecting billing and invoicing software, evaluate how easily potential systems integrate with your accounting tools, payment platforms, and other applications. Moving billing and invoicing data to secure online servers can be more secure than most offline ledgers and spreadsheets on your hard drive. In-house server solutions offer customisation, but maintenance is a lot of work. ![]()
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