Automatic Invoicing
BluSynergy uses your QuickBooks “Items” and accounting codes to automatically generate invoices at the specified intervals (monthly, quarterly, etc.)
Automated postal mail delivery services available (US addresses only)
Bill presentment via easy templates means that invoices and emails can be tailored to your brandingand requirements
View and download invoices and payment history
Get Up Close & Personal
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Automate Cash Flow
- Automatic charging of credit cards and ACH payments
- Continue to use Intuit Merchant Services (IMS) as your payment processor, or switch to any of theother leading US payment processors for reduced merchant fees.
- Branded payment receipts
DUNNING & AGING
Send out customizable, progressive reminder notices with
increasing urgency to bring down yourDSO (days sales outstanding)
Automatic late fees
Integration with QuickBooks
- Choose between Aggregate or Full Synchronization mode. Aggregate mode imports all totals into QuickBooks, while Full Synchronization mode imports each invoice, payment, refund, credit etc. into QuickBooks.
- Eliminates all manual imports with scheduled imports.
- Works with Professional, Enterprise or higher editions ofQuickBooks.
Custom Development Services
BluSynergys combined expertise in the billing and payments industry can be leveraged for custom development projects. Our existing IT assets and intellectual property can be adapted to a variety of projects involving integration with accounting and ERP systems. Some examples include:
- Workflows for approval of invoices with automated routing and escalation policies.
- Automated reconciliation of various transactions (e.g. expense reports) based on pattern matching and business rules.
- Revenue leakage alerts based on checking new invoices against historical values for the same customer.
- Import of Sales Orders into QuickBooks from external sources and Internet retailers.
- Export of Orders from QuickBooks into warehousing and inventory control systems.
- Scanning, data entryand archival services for various other types of forms.
Self-Service Portal
- Embed our customer self-servicefeatures into your own website. The look-and-feelcan be easilyadapted to match your website for a seamless and professional experience.
- You control what features are enabled acceptpayments, view billing history, download PDFs,update billing contact information, replace expired credit cards, etc.
- Comprehensive notifications such as credit card expiration notices, new customer welcome notices,forgot password, payment declined warnings, etc.
