-
Make it easier for customers to pay
Send payment links directly through quotations and invoices, giving customers a simpler way to pay without extra back-and-forth.
-
Keep financial records connected
Transfer job invoices and credit notes to accounting software such as Xero, Sage and QuickBooks, reduce duplicate entry and keep financial records aligned.
-
Manage part payments easily
Use split invoicing when a job needs deposits, part payments or staged billing, giving you more flexibility around how customers are charged.
-
Get a clearer view by sales rep
Create account management dashboards for individual sales reps, giving managers a clearer view of each rep’s accounts from one place.
BM Copilot in Accounts & Payments
Find overdue payments faster with BM Copilot
Check upcoming and overdue payments using the information already in BlindMatrix. When a customer needs following up, BM Copilot can prepare a payment reminder for your team to review before anything is sent.
Keep billing and accounts easier to manage from one workflow
Easily manage all your accounts than ever before
- Access all financial information in one place, streamlining reporting and decision-making.
- Reduce errors with automation, ensuring precise and reliable financial records.
- Gain clearer visibility into cash flow, helping you manage expenses and revenues more effectively.
Integrate with major accounting software
- Quickly sync data, eliminating manual entry and freeing up valuable time.
- Stay compliant with accounting standards and regulations through accurate and organised financial records.
- Easily adapt to growing business needs with flexible integration options that support multiple platforms.