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Document Management and cash flow

Strong document management can play an important role in cash management and improved credit control:

  • Issuing invoices promptly and accurately – issuing invoices can be time consuming. A tool such as Spindle can automatically add backdrops (such as letterhead or invoice templates) and then email, print or fax an invoice to a client. Archived copies can also be generated. High value invoices, or low margin invoices can be spotted and a copy emailed to a supervisor
  • Issue Statements with copy invoices attached – requests for copy invoices is a common and time consuming task for many credit control teams. Spindle software can be issued to issue statements by email and automatically attach copies of all outstanding invoices
  • Ensure invoice accuracy – a document management tool such as DocuSoft can be used to create a ‘workflow’ which could, for example, be used to ensure that all quotes were reviewed by a manager and approved before being issued to clients, or as a control to check clients have confirmed acceptance of a quote before work begins. If pricing queries are eliminated, a cause for payment delay will be removed
  • Track delivery notes, export documents and industry compliance documents
  • Use workflow to track and resolve invoice queries that are blocking payments

Spindle Professional

Sp. Document Capture

DocuSoft

For more information please contact info@wellkeen.co.uk or 01582 766 066