Email outstanding invoices in quickbooks12/6/2023 ![]() ![]() Maxyfi: Displays a detailed summary of customers, with details such as invoices, due and overdue payments, workflow action timeline, contact info, etc. QuickBooks: As some of the actions are captured as notes plus the same is built with Accounting and bookkeeping in focus, the view rendered is ideal for accounting. Maxyfi: Maxyfi provides an option to configure Business email as well as configure their SMS gateway credentials where the email/SMS gets delivered from the business account. QuickBooks: Does not provide a business email or phone number for sending follow-ups or messages Maxyfi: Features a Call Back option in its customer portal for customers to reach out easily. QuickBooks: This does not provide the customers the option of contacting back. Maxyfi AR CRM has the best promise tracking tool and integrated follow-up communication mechanism. Maxyfi: Promise is one of the most common approaches to collect payment dues where the customer is made to agree to pay by date and systematically follow up to ensure they pay. A promise made by the customer is generally captured as Notes. QuickBooks: No dedicated option to capture Promise to Pay options. Also helps boost effective conversations and good customer experience. Maxyfi: Handles disputes efficiently without losing on unrecoverable debts. QuickBooks: Uses CRM ticketing system to handle disputes. Overall, it keeps in check that your business recovers all the pending debts. Maxyfi: Powerful workflows that help your business track high-priority clients, as well as customize follow-up messages to slow or non-paying clients. QuickBooks: Automated workflow management comes with fewer features to individualize to each client's needs, making it difficult for businesses to prioritize important pending invoices to follow up. You can also create a new one of your own! Workflow Management Maxyfi: Offers unlimited pre-defined templates to suit workflow needs with customization tools and automated reminders to increase efficacy. ![]() QuickBooks: Provides up to 3 automatic invoice reminders with restricted customization options. Maxyfi: Maxyfi AR CRM with the help of underlying power full AI engine with workflows, creates the prioritized list for actions in a flash, saving hours of manual activity and increasing productivity! Automated Reminders QuickBooks: Prioritized action list is prepared by the user by exporting the data to spreadsheets and manually analyzing the data. Let's look at why you need AR automation and how it can assist your business - Prioritized List With AR automation, Maxyfi aims to help businesses recover pending debts like no other! Maxyfi, an accounts receivable automation software, is designed to empower small to mid-size businesses with efficient collection strategies, powerful workflows, and customizable templates! It cannot fulfill all the needs of Accounts Receivable Automation software and that's where Maxyfi steps in! With the influence of automation and technology, QuickBooks has been continuously developed to fit the needs of accounting and finance teams in any business. QuickBooks is an accounting software built with features for business and financial management.
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