Billing system
Streamline and enhance your financial management with BizPak.AI, an advanced billing and payment system designed to simplify your processes while offering transparency and convenience to your clients. Automate invoicing, payment handling, and financial management, all from a single, user-friendly platform.
Key Benefits of the BizPak.AI Billing System
• Invoice Creation: Generate and manage professional invoices in moments. Customize templates to align with your brand and automate invoicing for efficiency.
• Contract Management: Create, track, and assign client contracts, seamlessly integrating them with the payment system for streamlined oversight.
• Recurring Payments: Automate regular payments, ensuring timely transactions and maintaining consistent cash flow without manual follow-ups.
• Membership Payments: Ideal for subscription-based businesses, BizPak.AI simplifies the management of recurring payments and membership statuses.
• Client Portal: Offer your clients a dedicated portal to manage their billing and payment activities independently and transparently.
Client Portal Features
The client portal is a powerful tool, offering your customers a real-time connection to their financial transactions. Key features include:
• Comprehensive Billing Overview: Clients can view all invoices, payment statuses, and billing history in one place.
• Easy Online Payments: Enable clients to make payments directly through the portal, ensuring quick and hassle-free transactions.
• Automated Payment Methods: Clients can save payment details, such as credit cards, to automate future transactions for convenience.
• Detailed Records: Offer full transparency with clear transaction histories and breakdowns for every invoice.
• Integrated Shopping: The portal lets Clients purchase products, services, or memberships directly.
Managing Payments and Collections
BizPak.AI simplifies payment tracking and collection, helping you reduce overdue payments and maintain strong cash flow. Features include:
• Automated Tracking: Monitor payment statuses in real-time with minimal effort.
• Friendly Reminders: Automatically notify clients about upcoming or overdue payments.
• Soft Collections: Manage late payments diplomatically, preserving positive client relationships while minimizing delays.
Why Choose BizPak.AI?
This system is ideal for schools, service companies, online stores, or any business managing prepaid or postpaid payments. With BizPak.AI, you gain:
• Full control over financial processes.
• Reduced errors and delays in billing.
• Time savings, allowing you to focus on scaling your business.
BizPak.AI provides a reliable, efficient, and transparent solution for managing your company’s finances, helping you stay organized and confidently grow your business.”
Thanks to the billing platform, you can keep records of your clients and related finances
You have at your disposal a simple system for issuing sales invoices and tracking payments for them
In the billing platform, you can generate documents for the client that you can submit for signature
You can keep a record of any customer orders or purchases. It all depends on whether you settle in the POST or PREPAID model.
Depending on this, a billing record can be associated with one invoice or one invoice with multiple records. For example, when you issue one summary invoice to the customer at the end of the month
You can track the customer's current balance based on the invoices issued to him
You can register all payments from customers in any form, divide them into specific receivables
Invoices issued to the customer are sent with a link under which he can make a payment if you do not use automatic payments, and they are also here
You have the option of building cyclical payments to the customer. Depending on the settlement model (PRE or POST), they are associated with single or collective invoices
You can build product templates that you can use yourself when adding an offer to a customer. But more importantly, you can make them available to the client so that he can buy the service himself.
You can keep a simple record of expenses and their classification to keep it at hand. such a digital repository of accounting documents
Your clients will have access to all financial information and documents in your customizable panel
You can create document templates that will be used to digitally sign contracts with you.
So that it can download all invoices, expense invoices and confirmations of payment balances issued by you and the system
Each client can have access to his panel
You can give the customer the opportunity to provide the card in your panel, or as a requirement to conclude a cyclical/subscription contract. Then this card will be automatically charged when the system or you issue a new invoice
You can build a website where people can buy your one-off or subscription services
with 10 minutes? That's all you need to click the first effects. However, it will take you a few days to play around and get to know all the advanced tools this platform has
Yes! You have generators, online training and our advisor at your disposal. Each company has its own specifics of operation. We will help you configure the system for your needs in the best possible way
This is not a tax settlement system! It does not build any declarations. however, it allows you to automate the full process of settlements with clients and generate documents and reports that the accountant uses for tax settlements
We do not charge any commission, but if you choose to automatically collect payments, the payment partner will probably charge a few zlotys for such help
Bright! If you do not set VAT in the system, you will operate on issued invoices
Yes. You can easily add parents and their children here, define what payments are made for. Record all additional costs and at the end of the month / or the beginning, the system will calculate it, issue a bill and send it to parents
An accountant can give his client a panel for invoices and costs, so it is perfectly suitable
No, if you choose transfers, you must enter the payment yourself or a file with payments generated in the appropriate format. Unfortunately, on the Polish market, automatic access to the transfer register is a very complicated topic, even in terms of current legal regulations
Yes you can, there are several ways to do it. The best is the REST API
Yes. THAT means we send, remind and control the payment date. The system tries to charge the card multiple times, sends people "reminder" information, and so on. It also reports account balances and, in extreme cases, can send the company information about blocking the service by e-mail or via API