Percept Research is pleased to announce our adoption of the FreshBooks Cloud Accounting service for our invoice distribution and payment collection platform. After nine years of sending invoices in PDF format attached to emails, we switched to FreshBooks to enable our clients to approve cost estimates, view project status and make payments online through one simple interface.
In addition to improving efficiency and keeping our costs lower, we are leveraging this platform to provide our clients easier access to their invoices, account reporting (i.e., outstanding invoice reports, history, etc.) and payment options.
Specific benefits to our clients include:
- single repository for all invoices and payment history;
- ability to pull customized reports with a single click that shows current invoice status and payment history;
- several payment options to fit our client’s institutional requirements – clients will still have the option to print an invoice and pay via check if desired; and
- real-time updates to invoice status -- once a payment is made through the system, invoice status will be updated immediately.
We have been piloting this platform for the past three months with great success. The positive feedback from our clients demonstrates the power of this platform. Currently, we are leveraging the FreshBooks platform for clients engaging our in-depth market research and consulting projects as well as our MBA Lifecycle Survey Suite of student and alumni surveys for business schools. Within the next six months, we migrate all of our invoicing over to this platform including custom platforms for association partners.
We hope our clients will find the benefits of this platform helpful and reinforce our client-driven efforts to innovate our offerings. Clients with questions about their account or invoices can submit a public or private support request via our Get Satisfaction support platform.
