We’re excited to introduce external guest user support in Aroopa Invoices! This update allows external users (such as clients or partners) to view their invoices and the status of those invoices directly through the My Invoices menu. They can now see all invoices sent to them or their company, including the invoice status (e.g., paid, pending, overdue), and take action accordingly.
Not only can external users track their invoices, but they can also make payments directly through the platform, making it easier for them to settle outstanding balances and for you to receive timely payments.
This enhancement provides a more transparent and self-service experience for your clients, improving communication and reducing the need for manual follow-ups or invoice tracking. It’s ideal for businesses that want to offer their clients a seamless way to manage their invoices and payments.
Key Features:
- My Invoices Menu for External Users: External users can now access their own My Invoices page where they can view all invoices sent to them or their company.
- Invoice Status Tracking: Users can track the current status of their invoices, such as paid, pending, or overdue, providing them with clear visibility on their payments.
- Direct Payment Integration: External users can pay for their invoices directly from the My Invoices menu, streamlining the payment process.
- Self-Service for Clients: Allow clients or partners to manage their invoices and payments without needing to contact you directly, enhancing the customer experience.
- Company-Wide Access: If the invoice is sent to a company, all relevant users associated with that company can access and view the invoices.
Example Use Cases:
- Client Invoice Tracking:
A client receiving regular invoices for services (e.g., consulting or subscriptions) can now log into the My Invoices menu, view all their past invoices, track the status of outstanding invoices, and pay directly through the portal. This eliminates the need for manual email reminders and enhances transparency. - Supplier or Partner Billing:
For businesses that need to send invoices to external suppliers or partners, they can now give access to the My Invoices menu. The external users can easily view all invoices sent to their company, check the payment status, and make payments through the platform without the need for constant communication. - Subscription and Recurring Payments:
A business that provides subscription services can now allow external customers to manage their invoices on their own. Customers can view their recurring invoices, track their payment statuses, and make payments directly, offering a smooth, self-service experience. - Project-Based Billing:
A project management company can send invoices to clients for different phases or milestones. Clients can log into the My Invoices section, view invoices for each project phase, and easily pay off each milestone’s invoice as they go. - Corporate Clients with Multiple Users:
When invoices are sent to a company, the relevant users within that company can access and manage the invoices. This is particularly useful for larger companies where multiple stakeholders may need to approve or track invoices, providing them with easy access to the payment details.
With external guest user support in Aroopa Invoices, you’re enhancing the client experience by offering them a self-service way to view and pay invoices. This feature reduces administrative overhead, accelerates payment cycles, and increases transparency, making it easier for clients and external users to manage their billing in a convenient and efficient manner.