Special Billing instructions

Question

We are getting more and more customers that are requiring us to upload our invoice into their third party vendor. Too many to remember. We have been putting a pop -up note on the customer so when a service order is created the service getting a pop up regarding the requirement for the invoice to be uploaded. The problem is sometimes it’s weeks before the work is completed so at that point the service dept forgets that the invoice needs to be uploaded. Has anyone figured out a easier way of flagging it on the service order or when it comes time to billing it’s not overlooked?

lairdtim · Accepted Answer

We’ve been setting some of the customer’s billing email to be someone internal, and that person is responsible for spinning the magic wheel of billing processors and uploading the invoices.

<Editorial> This is so annoying. Our customers are signing up for services to help make their business more efficient, I get that. But then the default marketing for the services tries to tell us “This will simplify your billing processes too--no more dealing with paper or email invoices, just upload it to billingmadeeasy.biz!” No, that would be the case if there was only one, or if we went back to older EDI standards with VANs that sat in the middle. Now that we have customers using 50 different billing processors (and none of them will just take an PDF emailed to them), our jobs have gotten a LOT harder. Maybe we need to start implementing a “we’re doing your work for you” surcharge on the invoices… <Editorial Off>

eucciferri35 · Answer

Rant away. I have setup 4 different vendor credentialing/ invoice processing sites in the last 2 week. It’s really is getting out of hand. I don’t want to be your outsourced AP dept. Thereare so many companies with document recognition where you send the invoice to a specific email address and they use AI to upload it into the customer system that theycould be using. Some it’s not just uploading the invoice. You basically have to recreate your invoice in their system. My worst experience has been with Coupa. It’s so not user friendly at all.

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded