Welcome to SwiftCollect! To ensure your automated collections run smoothly and professionally, follow these essential steps. Once you complete this list, you’ll be ready to launch your first Playbook.
Step 1: Connect Your Accounting Software
First things first, we need your data. Go to Settings > The invoice provider and connect your accounting platform (Priority, Morning, iCount, etc.). This allows us to sync your invoices and customers automatically.
Step 2: Set Up Your Branding
Make the system yours. Go to Company Details and upload your Company Logo. Don’t forget to verify your business name and contact info. This ensures your Customer Portal and emails look professional and trustworthy to your clients.
Step 3: Configure Payment Methods
Give your customers an easy way to pay. Connect your credit card provider (Grow, Meshulam, etc.) and enter your bank account details for manual transfers. This will activate the “Pay Now” options on your portal.
Step 4: Define Your Business Hours
Control when your messages are sent. Set your Working Days and Working Hours in the settings. This ensures reminders are only sent at appropriate times and not during weekends.
Step 5: Verify Customer Contact Info
Communication is key. Make sure your customers have valid email addresses and phone numbers, For large lists, you can use the Bulk Update feature to save time.
Step 6: Activate Your First Playbook
Now for the magic. Review your message templates, set your triggers (like “2 days before due date”), and assign your customers to the sequence. Once you click Activate, your collections are officially on autopilot!
🚀 You’re All Set!
Once these steps are finished, SwiftCollect takes it from here. Your invoices will be monitored, and reminders will be sent automatically to ensure you get paid on time.