WillSuite launches new invoicing feature

WillSuite launches new invoicing feature

WillSuite has just launched another new feature enabling users to offer ‘Secure Pay by Link’ thanks to our Stripe Integration.

Using the Stripe Payment Gateway, you can now send your clients a link to pay their invoices online securely. The clients will be able to click a link and view the invoice raised and make the relative payment.

By utilising this new service, you will benefit from the automatic reconciliation of your invoicing within your WillSuite dashboard which will update upon your clients make payments. Better still, these payments will be paid directly to your bank account.

Over half a million pounds worth of transactions went through WillSuite last month alone. This development to our invoicing system will help firms to easily track their cash flow. Meaning that as well as being able to see any overdue invoices at a glance, you will also be able to chase these up from within WillSuite.

Now, when you send invoices to your clients from within the software you will have the option to also include a ‘Secure pay link’, making it even easier to accept card payments. While you will also be able to resend invoices to clients who you have previously created invoices for.

Where you have clients with overdue payments, you will be be able to resend the payment link and update the invoice status:

Having the ability to offer online payment solutions will help small businesses to grow without barriers or constraints while also relieving some of the pressure on the accounts teams of larger practices.

In this post-pandemic world, it is becoming all the more clear that cash payments are fundamentally being replaced by card only routes. This is evidenced by the increasing amount of daily transactions which are turning to card only routes, such as the transport sector at large as well as the shopping and food delivery services.

Setting this up on WillSuite is simple. All you need to do is:

o to your ‘Company Settings’ by clicking on your name in the top right corner.
Then click ‘invoicing’ from the column on the left hand side
And finally clicking the Stripe button to connect

 

This article was submitted to be published by WillSuite as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

WillSuite

https://willsuite.co.uk/

 

 

 

 

 

 

 

WillSuite could be your new legal back office drafting tool. We have developed a suite of online applications upping the game in Will writing for Will Writers, Solicitors, Financial Advisors and Accountants. WillSuite produces over 100,000 documents per year.

Using intuitive and intelligent questionnaires, WillSuite allows you to produce all Estate Planning documents from Wills (and trusts) to LPAs and Severance of Joint Tenancy. For law firms or multi-person practices, you can manage users’ permission to restrict or enable specific parts of the software as well as pulling reports from the system and building custom client journeys with automated client communications.

WillSuite is built with your brand in mind therefore documents can include your own logo or contact details. You can also use features such as: Invoicing, appointment booking and SMS functionality.

Working with an award-winning STEP-qualified Solicitor with the Advanced Certificate in Will Drafting, we’ve ensured our wording is not only legally sound, but also in an elegant and plain English language everyone can understand. Nevertheless,if you like the sound of “per stirpes” and “en ventre sa mere” then you’re free to use your own wording and clauses as you have control over your own clause library.

We don’t believe in tying clients into lengthy contracts or charging excessive per document fees. Instead, we offer a transparent rolling monthly contract at a fee of £69 per user*.

Trial the software for free by visiting our website and be up and running in minutes. If you would like a 1-2-1 demo with a member of our team, please get in touch.

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