Smart Billing
Overview
Smart Billing is a feature which allows users to send statements based on the last time the customer was sent a statement. This helps to ensure customers are not receiving them too frequently and allows users to send statements in an incremental manner at the end of the month instead of all at once. This is particularly beneficial for businesses which approve customer invoices.
Estimated Time to Complete – 5 Minutes
Instructions
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video How-To
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Step-by-Step Guidance
Coming Soon
Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.
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