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Recurring Billing for Quickbooks

For subscription billers trying to automate invoicing from Intuit's Quickbooks application, BluSynergy can substantially ease your billing and payment processes, while you continue to use Quickbooks for accounting.

Close integration means that all transactions can be synchronized between BluSynergy's billing system and your QuickBooks accounting system.

 

Automatic Invoicing

  • BluSynergy uses your Quickbooks "Items" and accounting codes to automatically generate invoices at the specified intervals (monthly, quarterly, etc.)
  • Bill presentment via easy templates means that invoices and emails can be tailored to your branding and requirements.
  • Automated postal mail delivery services available (US addresses only).

Payment Processing

  • Automatic charging of credit cards*
  • Shorten the cash cycle by presenting invoices to customers and obtaining payments via credit cards, debit card, netbanking or even cash (ask us how)
  • Branded payment receipts

 

Dunning and Aging

  • Send out customizable, progressive reminder notices with increasing urgency to bring down your DSO (days sales outstanding)
  • Automatic late fees

 

Integration with Quickbooks

  • Choose between Aggregate or Full-Synchronization mode. Aggregate mode imports all totals into Quickbooks, while Full-Synchronization mode imports each invoice, payment, refund, credit etc. into Quickbooks.
  • Eliminates all manual imports with scheduled imports.
  • Works with Professional, Enterprise or higher editions of Quickbooks.

 

Self-Service Portal

  • Embed our customer self-service features into your own website. The look-and-feel can be easily adapted to match your website for a seamless and professional experience.
  • You control what features are enabled - receive payments, view billing history, download PDFs, update billing contact information, replace expired credit cards, etc.
  • Comprehensive notifications such as credit card expiration notices, new customer welcome notices, forgot password, payment declined warnings, etc.

Custom Development Services

BluSynergy’s combined expertise in the billing and payments industry can be leveraged for custom development projects. Our existing IT assets and intellectual property can be adapted to a variety of projects involving integration with accounting and ERP systems. Some examples include:

  • Workflows for approval of invoices with automated routing and escalation policies.
  • Automated reconciliation of various transactions (e.g. expense reports) based on pattern matching and business rules.
  • Revenue leakage alerts based on checking new invoices against historical values for the same customer.
  • Import of Sales Orders into QuickBooks from external sources and Internet retailers.
  • Export of Orders from QuickBooks into warehousing and inventory control systems.
  • Scanning, data-entry and archival services for various other types of forms.

 

What our clients say

Our Clients

BluSynergy, with its advanced, comprehensive and flexible Plans & Charges, allowed us to focus on our core competitiveness and helped us solve the complications of payments which in turn helped us build customer convenience and satisfaction.

-Samira Rao / Co-Founder, Paybooks

Our Clients

It is was getting extremely cumbersome for us to get our heads around collection and tracking donations from our regular donors but BluSynergy with its robust e-billing/Notifications/ Payment collection features helped us tackle many rough roads and has smoothed the way ahead.

-Sridhar / Founder, No Hungry Child

Ready to get started

Automate your bill payments. From Small Business to a Large Enterprise, BluSynergy will help you put your Billing, Invoicing and Payments on autopilot