In this competitive business world, most small and large companies are seeking ways to control expenses and improve efficiency. For this, they are seeking help from financial consulting services. Many small financial consulting firms are growing in the U.S. as the demand for well-run accounting and financial departments increases. However, like any other firm, small financial consulting firms also need to generate invoices for the services they provide. Manual invoice generation can be a time-consuming and tedious task, and it is also prone to mistakes. A financial consulting firm with various clients will need the best invoice generator to efficiently create and send invoices.
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Generate Invoices Effortlessly
Small financial consulting firms may have clients ranging from individuals to big corporations. According to the clients and the service that is provided, you can create an invoice.
- High-net-worth Individuals usually consult a financial consulting firm for efficiently managing their retirement plans or personal investment advice.
- Small business owners might consult a financial consulting firm for tax planning, investment strategies, and financial advice.
- Large corporations consult a financial consulting firm for budgeting, financial strategies, mergers and acquisitions, and corporate restructuring.
- Sometimes, small financial consulting firms’ staffs are hired on a contract basis by large consulting companies, nonprofits, and government entities.
All of these clients need to get invoices on time otherwise your client payments will be delayed. These delays can negatively affect your cash flow and your business operations. Eliminate manual invoicing and use OnlineCheckWriter.com – Powered by Zil Money, to generate invoices efficiently. The platform helps you send invoices to your clients via email or SMS. You may also track all transactions easily eliminating the hassles of paperwork.
How to Create an Invoice Based on Your Needs?
Using OnlineCheckWriter.com – Powered by Zil Money, you can easily create invoices with the e-invoicing feature. All you need to do is follow these steps:
- Click the ‘Receivables’ option on the side panel and select ‘Invoice’ from the drop-down.
- You will be taken to the invoice page. To create a new invoice, click on the ‘New’ button.
- Fill out or add all the necessary details for the invoice and also add attachments with it. Once completed, you may save or send it right away.
- The created invoice will appear under the invoice list. From there, you may print, mail, email, SMS, void, or delete invoices.
- Additionally, you may import invoices on the cloud-based platform by integrating your accounting software into the platform
Instantly Get Your Invoice Payments
Financial consulting firms might find it difficult to create invoices from one platform and receive payments from another due to their busy schedules. With OnlineCheckWriter.com—Powered by Zil Money, they can eliminate these hassles. The platform allows you to receive payments from your clients by sending customized payment links along with invoices. You may send these payment links via email or SMS. With this, your client can make instant transactions.
When your client clicks on the payment link, they will be directed to a specific payment page. They can easily make payments from there via their bank account or credit card. The funds you receive will be directly deposited into your wallet. You may withdraw these funds or transfer them into your checking account whenever needed. The platform also helps you quickly view and track payment status, making it easy to receive payments.
Send Invoice Payments Efficiently
Apart from sending invoices, financial consulting firms may also receive invoices from vendors and service providers. These invoices need to be paid on time to maintain a good relationship with them. You can easily make payments using OnlineCheckWriter.com – Powered by Zil Money. The platform provides you with multiple payment options.
- Checks: Invoice payments can be made via checks using the cloud-based platform. You may use the online check-by-mail feature of the platform to mail checks easily via USPS or FedEx. Create or import your checks and attach invoices with them. The platform will manage the rest, such as printing, labeling, stuffing envelopes, and mailing. You may also track the payments sent with the platform.
- ACH: Use the platform to pay your invoices securely and efficiently via ACH transfers. You may make one-time or recurring ACH payments according to your needs. Set up recurring payments to avoid missing out on payments. For urgent payments, utilize the same-day ACH feature, where you can transfer funds the same business day. Your vendor will usually receive them the next business day.
- Wire Transfer: If the payments are large, then the best option to consider is sending a wire transfer for faster transactions. With the cloud-based platform, you may send domestic as well as international wire transfers at an affordable rate.
- Credit cards: Utilize the cloud-based platform to send credit card payments to your vendor. Most vendors do not accept credit cards because of the transaction fee they are charged. With the platform, you can make credit card payments to vendors who are not accepting them. This is done by sending payments via credit cards and selecting the way your vendor wants to receive payments on the platform. Therefore, your vendor can receive money without paying transaction fees, and you can earn rewards.
Conclusion
Create invoices for your small financial consulting firm using the best invoice generator. Using OnlineCheckWriter.com – Powered by Zil Money, you may also send invoices and receive payments from your clients. Also, simplify sending payments to your vendors and service providers by utilizing multiple payment options from the platform.
