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Simplify and Automate Every Invoice and Payment with Precision
Unlock the full potential of your billing and payment processes with Smart Service. Our dynamic solutions—Dynamic Invoicing and Payment Processing—are designed to handle the unique complexities of service trades. Whether managing detailed, multi-stage invoicing or facilitating swift payment transactions, these features ensure your operations are streamlined and customer satisfaction is maximized.
Dynamic Invoicing
Simplify & Automate Your Billing
For businesses in the service trades, invoicing can be a complex task that varies significantly from job to job.
Smart Service's Dynamic Invoicing feature is designed to streamline this essential function by providing a versatile and adaptable invoicing system. This tool adjusts to the unique demands of your business operations, ensuring that each invoice accurately reflects the scope of work performed.
Benefits of Dynamic Invoicing
- Enhanced Flexibility: Tailor your invoicing process to fit the specific requirements of different jobs, whether one-time, recurring, or multi-day based.
- Improved Accuracy: Automate invoicing to reduce human error, ensure accuracy in billing and maintain consistent records across all transactions.
- Increased Efficiency: Speed up your billing cycle by automating the invoicing process, allowing your team to focus more on service delivery and less on paperwork.
- Better Cash Flow Management: With timely and accurate invoicing, improve your cash flow management, ensuring payments are received faster, and financial forecasting is more reliable.
“Bill To” Options
- Direct Customer Billing Invoice the customer directly listed on the work order, simplifying transactions for straightforward jobs.
- Parent Account Billing Invoice the parent account or main location for businesses that handle customer services with multiple sites or locations.
- Third-Party Billing When services are provided under arrangements like warranty claims or property management, invoice a third-party payer instead of the direct service recipient.
Invoice Style Choices
- Manual Invoicing Click the INVOICE button to manually trigger an invoice whenever needed, offering flexibility for unique billing situations.
- Immediate InvoicingInvoices are automatically created when a job is marked as Completed, which is suited for straightforward jobs without pending changes.
- Draft InvoicingAutomatically bill your customer for multiple services within a specific time frame or billing cycle. This is perfect for recurring services billed on a different schedule than the service itself, like a weekly service that's billed once a month.
- Project InvoicingAt the end of a project, all related charges are automatically billed in one comprehensive invoice, simplifying project completion billing.
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Payment Processing
Accepting Payments - Made Simple with Smart Service
Smart Service streamlines the entire payment process, allowing businesses in the service trades to collect payments efficiently and securely through the platform.
Whether collecting deposits to kick off a project or receiving final payments after job completion, Smart Service ensures a seamless workflow for every sales and service process stage.
Key Benefits for Service Trade Businesses
- Faster PaymentsCollect deposits or full payments immediately, on-site or online, reducing delays in getting paid.
- Improved Cash FlowCollect deposits upfront and balance payments upon completion, leading to healthier cash flow.
- Reduced Administrative TasksAutomating the payment workflow minimizes manual work, saves valuable admin time, and reduces errors.
- Professional ImageImpress customers with modern, convenient payment options.
- Next-Day FundingShorten your billing cycle and improve cash flow with faster funding.
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Key Features of Smart Service Payment Processing
- On-site Payment CollectionAccept payments on-site, increasing sales opportunities for your technicians or crews.
- Office Invoice Payment CollectionEasily collect payments on invoices sent directly from the office, ensuring timely and efficient financial transactions.
- Recurring BillingAutomate payments for regular customers, making repeat transactions effortless.
- ACH for Electronic ChecksProcess electronic checks securely and quickly with ACH.
- Guaranteed Cost SavingsWe’ll meet or beat your current credit card processing rates.
- Seamless QuickBooks™ IntegrationAutomatic updates eliminate double entry for your accounting.
- Enhanced SecurityPCI-compliant encryption protects sensitive data, ensuring secure transactions.
- Customizable ReportingGain insights to make informed decisions with detailed, customizable reports.
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Smart Service & Fiserv
Secure, Reliable Payments with fiserv Integration
Smart Service has joined forces with Fiserv, a leader in payment processing,
to provide service trade businesses with secure, reliable, and cost-effective payment solutions. This partnership ensures that all transactions processed through Smart Service are seamless, secure, and fully integrated into your workflow. With Fiserv, businesses can trust that payments are handled with the highest security and benefit from advanced features designed to optimize payment processing for service trades.
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Key Benefits of the Fiserv integration
- Guaranteed Savings on Processing FeesSmart Service users enjoy competitive rates with Fiserv, ensuring cost savings for your business.
- PCI-Compliance for Enhanced SecurityPCI-compliant encryption protects every transaction, safeguarding sensitive customer information.
- Next-Day FundingReceive funds faster with next-day deposits, keeping your cash flow healthy.
- Custom Reporting FeaturesFiserv provides detailed reporting, allowing you to track payments and make informed decisions.
- Secure, Easy Payment ProcessingFiserv ensures every transaction is processed securely and efficiently, from deposits to final payments.
- 24/7 Live SupportExpert help is always available when you need it.
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customers say
Why Choose Smart Service?
Lenhart Electric's experience is just one of many success stories that show how businesses can gain control over their operations and finances with Smart Service's innovative solutions. Join countless other service businesses in transforming your operations with Smart Service.Learn more about Smart Service Payment Processing and how it can benefit your business.
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Competitive Rates
Smart Service ensures clients receive the most cost-effective payment processing solution. With a commitment to match or beat your current processor's rates, Smart Service ensures that clients always benefit from the best possible rates, reducing operational costs and enhancing profitability.
Smart Service will perform a detailed analysis of your existing payment processing rates to make this happen.
This ensures businesses save money and strengthen their financial operations by partnering with a solution committed to economic success.
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QuickBooks™ Integration
Enhance Your Billing and Payment Efficiency with QuickBooks™
Integrate Smart Service with QuickBooks™ to ensure your billing, invoicing, and payment collection processes are aligned with your bookkeeping. This integration enhances the accuracy of your books by ensuring that invoice and payment data from Smart Service syncs directly with QuickBooks™.
Key Benefits of Integrating with QuickBooks™
By keeping your accounting in sync with daily operations, Smart Service's QuickBooks™ integration helps streamline your financial workflows, allowing you to focus more on growing your business and spend less time on administrative tasks.
- Accurate Invoicing: Keep your QuickBooks™ records updated whenever an invoice is issued in Smart Service, ensuring your books remain precise.
- Efficient Payment Collection: Sync payments collected through Smart Service to QuickBooks™, simplifying account reconciliation and reducing the effort required to maintain accurate records.
- Unified Customer Accounts: Maintain consistent customer profiles by ensuring data changes sync across both platforms, providing clarity and improving customer relationship management.
Work smarter not harder with smartservice
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Transform Your Billing and Payment Operations
Step into the future of service management with Smart Service’s billing and invoicing solutions. Integrating Dynamic Invoicing and Payment Processing into your business operations will streamline your workflows and enhance your business's financial health.
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Q
Smart Service offers flexible "Bill To" options that allow you to direct invoices to the appropriate party, whether it's direct to the client, a parent account, or a third party, tailored to the scale and scope of the job.
Dynamic Invoicing is a feature within Smart Service that allows businesses to customize their invoicing process to match specific job requirements and customer preferences, automating billing based on set triggers like job completion or job milestones.
Yes, all transactions processed through Smart Service are secure with PCI-compliant encryption, safeguarding your business and customers' information.
Smart Service Payment Processing supports a variety of payment options including credit/debit cards, electronic checks (ACH), and online payments, ensuring you can meet the preferences and needs of your customers.
Manual' invoicing allows you to create invoices at your discretion with a single click, whereas 'Immediate' invoicing automatically generates an invoice when a job is marked as completed, optimizing the billing cycle for efficiency.
By automating and customizing your invoicing, Dynamic Invoicing reduces manual data entry, minimizes errors, and ensures timely invoicing, which leads to improved cash flow management and customer satisfaction.
Yes, Smart Service supports recurring billing, allowing you to automate ongoing charges for regular services and simplifying the payment process for both your business and your customers.
Yes, Smart Service provides customizable invoice templates that allow you to align the invoice presentation with your brand and the specific details needed by your clients.