Using online invoicing software can make it easier to run your business and take it to the top. There are several factors to consider when choosing software for quotes and invoices. The first factor to focus on is ease of use. Choose a software that is simple and includes the essential features to better assist you in your invoicing: edition of quotes and invoices, inclusion of legal notices, follow-up of reminders, management of customer files. The ease of access to dashboards which centralize your documents in a single platform is also an important factor to consider as it will save you time. . Safety is also a factor that should not be overlooked! Use software that backs up your data regularly so there is no risk of losing it and that secures the privacy of your data.
Accountants: You will hardly do without BISON
For a fluid and efficient relationship with your customers.
Some customers are always mobile, others are reluctant to make contact because they believe the process would be time consuming, there are also customers who are not comfortable with the phone. Whatever the case, the customer relationship can turn out to be complex. To facilitate your exchanges, the Bison online invoicing software offers you direct access to the receipts and payment statements of your customers.
From your Bison account, easily access the documents you need without having to travel or requesting this information.
Access your customers’ parts instantly
Freely accessible and usable data
Through an account intended for you, you have access to your customers’ archives and to all of their current transactions.
Remember to let your customer know that a specific email address will allow them to easily send invoices to their Bison account and integrate them automatically.
“Can you send me invoice N ° …?”
“Thank you for sending me all your supporting documents.”
Save time using BISON
Facilitate your access to your client’s accounting documents
With Bison, you no longer need to repeatedly request documents from your client, who may be busy or on leave. Quickly and easily access the Bison software to be able to navigate in your customers’ archives.
Permanent advice for your customers
The strong point of online invoicing software is the constant collaboration with your customers. Through your dedicated account, you will have real-time access to the company’s financial situation. You can therefore guide the business owner , help him make crucial decisions and alert him in the event of an error before it is too late. .
Build customer loyalty with our turnkey tool
Invoicing, expense monitoring with OCR, VAT analysis…
Entrepreneurs often prefer to avoid the administrative and accounting tasks of their businesses. However, it should not be denied that it is compulsory work to keep the business running smoothly.
To make your customers’ daily lives easier, Bison provides you with an automatic document recognition (OCR) system. Thus, they will have access at any time to their expense receipts deposited on the application. Another feature of Bison is the “VAT Analysis” dashboard which will estimate the amount owed by your customer.
All the necessary documents at hand, all you have to do is bring your expertise to guide and encourage the manager of the company.
Why would using online invoicing software be beneficial for you?
Benefits for your chartered accountant firm
Create a real bond with your customer
In the Digital Age, traditional methods no longer work as they once did. Always connected and more demanding than ever, customers increasingly prefer to work behind their screens. To meet this need, the Bison tool offers a more modern and innovative vision to accounting.
By using this software, you maintain constant contact with your customers without being too intrusive. In fact, through an account dedicated to you, you can discreetly access your clients’ documents without having to request them. You can therefore follow the financial activities of your customers in real time. You will then be in constant collaboration with your client. Bison’s online invoicing software is a definite advantage for your practice. Accessible from any device (PC, tablet, smartphone, etc.), you are always there for your customers. An ideal way to retain your customer and to offer the best services.
Questions and answers
Questions and answers
Our main mission is to help you excel! We realize that there is no magic formula to solving all the difficulties of accounting, but we want to make, at least, the billing tasks easier for you. For this reason, we had this idea to offer free and efficient software to entrepreneurs, small business owners and the self-employed. Enjoy it !!
Good billing management is a major issue for the growth of your business. Defining your invoicing strategy well is something to be taken seriously for the development of your project. The first step is to find the most efficient and easiest way to invoice. Using an online invoicing software like Bison can be a good idea, it will make the invoicing process easier and save you a lot of time. The strong point of using invoicing software is that it will allow you to keep track of all your transactions and automate several actions.
Optimize your billing method for better management.
- Build an efficient organization
- Send your invoices quickly
- Find the right pace for customer recovery
- Go digital
- Automate the invoicing process