Electronic Document Delivery

 

Considerations

1

Customers

Do you know what has been sent out to customers?

2

Performance

Does the current mechanism take 5 to 10 seconds per email (often out of hours)? Does the current process tie up a machine and BisTrack licence?

3

Format

Do different customers require documents in different formats?

4

Postage

Do you want to reduce postage costs?

What is it?

 
 

Customer specific document format options include:

  • One email per attached PDF invoice document (i.e. one to one)  

  • One email with all individually attached PDF invoice documents (i.e. one to many)  

  • One email with one attached PDF invoice document which contains all the invoices (i.e. one to one with many)

  • The above flexibility also applies to credit notes  

Facilitates faster processing

  • Process runs ~10 times faster than standard process  

  • Improved staff efficiency, without tying up a machine or BisTrack licence  

Maximise existing infrastructure

  • Create the emailing of invoices and credit notes in a scheduled background task

Benefits

  • Respects all Bistrack settings (customer configuration and frequency)

  • Greater flexibility and control of documents

  • Full reporting, auditing & resending of documents

  • Checks if customer has valid email function

  • Scheduling (nighty or on pre-determined frequency)

  • Faster processing (10 times) in both user intervention and machine utilisation

Pricing

 

Basic per month

£125

Including statements per month

£175

Multi-company/database per month

£250

 
 

Details

Installation & commitment

  • Installation & configuration is charged at £500

  • The EDD module is to be implemented for a minimum of 12 months  

Pre-requisite for statements

  • BisTrack AR must be implemented

 

Summary

 

Step 1

CONSIDERATIONS

  • Require better control on what has been sent to customers

  • Replace the current slow process of standard BisTrack emailing

  • Reduce postage costs for documents

Step 2

WHAT IS E-DOCUMENT DELIVERY?

  • Define customer specific formats for emailing invoices, credit notes & statements (optional)

  • Improved efficiency, auditing  and processing time

Step 3

BENEFITS

  • Greater flexibility and control of documents

  • Full reporting and resending of documents

  • Email scheduling and faster processing

  • Respects all BisTrack settings