ENTERPRISE ACCOUNTS & BILLING - QUOTE REQUEST

Business and Current Systems

What industry does your business operate in?Additional details, if applicable

How many business entities need Accounts & Billing support?

Count separate businesses requiring records, rather than their bank or card accounts.

Which invoicing or accounting system do you use?Additional details, if applicable

Do you have an existing invoice and bill approval process?Additional details, if applicable

Monthly service volume

Approximately how many customer invoices do you issue each month?

Approximately how many vendor bills do you receive each month?

Approximately how many active customers are billed each month?

Approximately how many vendors send bills regularly?

Are most customer invoices recurring, one time, or a mixture?

How often do you need invoices issued?Additional details, if applicable

How frequently should overdue invoice reminders be sent?

About how many customer invoices are overdue in a typical month?

Approvals, reporting, and exceptions

Who approves vendor bills and authorizes payments?Additional details, if applicable

Do vendor payments require more than one approval?

How often should pending vendor payments be prepared for your review?Additional details, if applicable

What reporting do you need?

Select all that apply.

Additional details, if applicable

Do you need separate workflows for different locations, divisions, or entities?Additional details, if applicable

When do you want the service to begin?

What additional billing rules, customer communication requirements, or exceptions should we account for?

Thank You!