How To ...... 4 Easy Steps





1

Design


We work with you personally to re-create your current paper based invoice, credit note and monthly statement into interactive online forms using your company colours and logo. These forms will display perfectly for all devices, including mobile phones. The design work is really easy and you don't have to pay a cent for it if you sign up for 6 months or more.






2

Upload Data


We work with you personally to help you create a process to extract the appropriate data from your existing finance system each month (Don't worry it's easy once it's setup). This data file contains all of the data needed to create the invoice, credit note and statement information each month.






3

Preview Data


Once the monthly data is uploaded from your finance system each month, you will be able to preview the data to make sure it looks correct. You will be presented with statistics about the data, like the Total Value, Total GST, Total Number of Invoices, credit notes and statements being processed.






4

Send Statements


When you are satisfied with the preview, click the 'Send Statements' button, and you're done !


Your customers will receive an email with a link to securely view thier invoices, credit notes and statements online 24/7 for 6 months.


There are no usernames and passwords .... no software to download and it works on any device.



Everything is online......online is everything




Secure

Provide your customers with an innovative and secure online self serve Portal

6 Months

Customers can view 6 months history of statements, invoices and credit notes online

Credit Card

Take credit card payment online 24/7 directly into your bank account

Finance System

Our online self serve portal can intergrate with your existing finance system



Track Website Usage

Utilise Google Analytics Reporting to track the success of website delivery and traffic

Track email Delivery

Industry leading email tracking and delivery technology with deep email delivery reporting

Instant Online Payment

Experience an immediate increase in online payment and customer satisfaction

Offsite Disaster Recovery

In the event of fire or flood, you can keep getting paid through our portal



Print PDF's

Your customers can print statements, invoices and credit note PDF's anytime they like

Mobile

Our portal is 100% functional on any device and from any location

Cloud

Concentric I.T. operates in the cloud from a Microsoft data center in Australia

Support

You will speak with a dedicated support person for all of your communication



Usernames

No time consuming usernames and passwords to manage and maintain...ever

internal inquiries

Centralised information saves time and reduces questions from internal staff

Folding paper

Reduce folding paper and envelopes by more than 95% and remove snail mail

reduce calls

Reduce incoming phone calls as customers prefer to answer their own questions online

Our service is a face to face service and we meet with you on-site regularly


We operate out of Perth Western Australia