Picture this: John is an AR manager at an enterprise company. He's responsible for collecting payments from customers and keeping track of their accounts.
One day, John gets an email from a customer saying that they've paid their invoice through bank transfer, but they're still getting reminders to pay.
John checks his QuickBooks account and identifies that the payment has been received. However, when he checks Chargebee, the invoice is still showing as unpaid because the customer paid it through bank transfer, which means the AR team has to manually update it on Chargebee.
John is confused. He realises that he forgot to manually update the status of the invoice in Chargebee. This is a problem because it means that the AR team has to manually update the status of every invoice that is not paid through Chargebee.
This is where Constant comes in. Utilize Constant's workflow automation to Automate Quickbooks To Chargebee Payment Update.
When a payment is made through Chargebee, it will automatically update in QuickBooks. However, if a payment is made through a different method, such as ACH or wire transfer, the AR team must manually update the payment information in Chargebee from QuickBooks.
This process can be time-consuming and error-prone. This causes a hiccup because it's an extra step that the AR team has to take. And it also creates frustration for customers by sending unnecessary dunning.
To avoid these problems, it is important to keep QuickBooks and Chargebee in sync.
Did you catch wind of the latest findings from a recent Help Scout report?
Surprisingly, it indicates that 70% of customers experience high levels of frustration when they receive unnecessary payment reminders despite making their payments on time.
But that's not all – the report delves even deeper, revealing that nearly 40% of customers have confessed that they would be hesitant to continue their business relationship with a company that subjects them to bothersome or irrelevant payment reminders.
Automating the QuickBooks to Chargebee payment update is essential for businesses of all sizes. There are several reasons why it is essential to automate the Quickbooks to Chargebee payment update.
- It saves time and effort: Manually updating payment information in two different systems can be time-consuming and error-prone. Automating the process frees up your team to focus on other tasks.
- It reduces the risk of errors: When payment information is manually entered into two different systems, there is always the risk of errors. Automating the process eliminates this risk.
- It improves accuracy: When payment information is automatically updated, it is always accurate. This ensures that your accounting records are up-to-date and accurate.
- It improves NPS score: Customers appreciate it when businesses are organized and efficient. Automating QuickBooks to Chargebee payment updates can improve your Net Promoter Score (NPS) by showing customers that you are organized, efficient, and committed to providing a good customer experience.
- It improves compliance: When payment information is automatically updated, it is easier to comply with financial regulations.
Think about it – every time an invoice got marked as paid in QuickBooks, someone from the Account receivable team had to remember to update it in Chargebee. This was to stop the AR team from bothering the clients with reminders.
Seems easy, right? But as the company grew and sales went up, this simple job became a mess. It took up too much time, and mistakes crept in.
This is a problem with manual updates. They're easy to mess up, and customers end up mad about getting reminders for no reason.
To fix this, there's a smart solution: automate the updates from QuickBooks to Chargebee with Constant. This way, when an invoice is paid, it automatically gets updated from Quickbooks – no room for human mistakes.
This issue is something we saw a lot while working with different clients. It's a problem many businesses share. That's why Constant is all about making sure no company loses customers because of annoying reminders sent by the customer success team.
Our goal was clear: make the whole workflow automation process easier. We wanted to combine the power of automation and precision.
If you are looking for ways to improve your accuracy and customer satisfaction? Schedule a demo with Constant today!
