Arquiconsult.com / Low Code /Pay.Me
Pay.Me
Having a credit and billing policy with a good structure is a valuable tool for any company to
keep their financial health in balance.
Why do you need Pay.Me?
Maintaining or increase market share is a continuous challenge
that requires an efficient billing policy which satisfies the needs described below:
Ensure the maximization of collections in
order to improve the company’s cash flows.
Increase the perception of credibility
that the customer has of the company
Minimize future trade losses
Benefits
With Pay.Me, we aim to Connect people and data to help companies achieve
quick-wins and continue to capture market share.
Simple to use and effective. Having a credit and billing policy with a good structure, which is a valuable tool for any company to keep their financial health in Business:
Optimize the management of the collections process
and follow-up activities.
Centralize interactions between a company and their customers.
Allows a professional and cordial
attitude when billing
Scalable and highly compatible solution
Efficient traceability of the entire billing process
360-degree view of outstanding amounts
Identify the customers debtor profiles
Support the decision making process
Continuity process and security assurance
Requisites
This solution supports connection to Dynamics 365 ERPs.
Basic computer skills from the user’s perspective.
Scope
Contacts and Invoices are automatically syncronized with ERP.
document tracking.
to be analyzed.
Key Features
Contact Management
Organize and record all necessary customer information in “Accounts”
and “Contacts”
Pay.Me automatically integrates data from Dynamics 365 ERPs.
Notification Plans
In the “App Settings” area, plan
and define notification steps in
“Notification Plans”.
Ensure correct timings as well as the use of suitable templates at each moment.
Allow the segmentation of notification flows by “customer type” as well as internal notifications of unfulfilled tasks.
Activities Management
Keep track of interactions with customers (Email and SMS)
in “Activities”.
“Planned Activities” provides a view of the future notification plans.
In the same way, visualize the internal tasks generated by the moments defined in the notification plans.
Billing Documents Management
Access to “Invoices” through a process of synchronization with your ERP.
Access all relevant information, documents and products associated with each document.
Pay.Me automatically syncs data from Dynamics 365 ERPs.
Collection Movements Monitoring
Follow the progress of the billing process in “Customer Ledgers”.
The implemented business process flow (BPF) will be automatically controlled by Pay.Me.
The BPF mirrors the temporal context of the collection movement and indicates the moment of settlement.
Email and SMS Templates
In “Activities Design”, access
and customize Email, SMS and
Letter templates.
Dynamic content ensure the quality
and uniqueness of each Activity.
Keywords marked with # enable
dynamic content. *
Dashboard Analysis
Support the analysis and decision-making process with the information summarized in “Dashboards”.
Customize each dashboard with the views that are most convenient for you.
Each view is filterable, detailed on click and links to associated records.
Outlook Integration
Interact immediately with customers by connecting the notification flow related to billing documents to Outlook.
Allow your team to receive notifications of unfulfilled internal tasks without having to open another application.