SurePayd cuts through O2C complexity, providing a simple, yet powerful platform to automate your order-to-cash process, accelerate your cash flow, and build lasting customer relationships.
The complete accounts receivable platform
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One-touch functionality allows customers to pay you directly through their invoice or the portal, reducing the steps required to make a payment. Or, to remove all steps, they can set up auto-pay.
Payment integrations give customers the choice to pay, whether manually or automatically, via credit card, direct debit, BPay, bank transfer, POLi, Paypal, Alipay, WePay, and more.
The ability to schedule automated reminders to process payments keeps your team organised, while keeping your customers on top of their invoices.
Flexible configuration allows you to effortlessly accept ad-hoc, early and partial payments.
Offering discounts for early settlement and the recovery of credit card surcharges encourages early payments and accelerates your cash flow.
Automation capabilities allow you to create and send digital invoices that are accurate and compliant with global legal requirements, every time.
The template builder makes it easy to tailor your emails to your brand, insert links to the customer portal, and populate with merge fields and other criteria that are important to your business
The ability to automate notifications means you can send invoices on time for faster payments, rather than having to rely on manual processes.
Getting instant visibility of all outstanding invoices – including info on debtor, amount outstanding, and days overdue – as well as invoice-related communications.
Self-service portal allows customers to lodge issues with their invoices and pay undisputed amounts,while providing your team with a centralised system to log disputes and automate routing and follow-ups.
Automating the credit approval and risk monitoring process allows you to keep a watchful eye on every customer’s low-to-severe risk of credit loss, and take immediate action if needed.
Advanced reporting and analytics capabilities make it faster and easier for credit teams to generate powerful custom reports to drive smarter decision-making.
Having a centralised system to log, manage, and report on claims, as well as collect payments on undisputed items, allows your team to accelerate resolution.
Making key credit and customer data instantly accessible in one place allows your credit team to have the full picture when making decisions, as well as provide great customer service.
Task management features keep your team organised by providing a simple way to manage duties related to payment collections, disputed invoices, customer enquiries, and more.
Use email and SMS templates, buttons, links, and attachments to customise your payments requests based on type of invoice, business, industry or other factors.
Tailor your communications to suit different customer groups by assigning strategies based on portfolios, credit terms, or invoice due dates.
Having visibility over every customer interaction means you can easily monitor and follow up on outstanding payments, disputes, and enquiries.
The ability to automatically send one-click links via SMS and email prompting the customer to sign up for auto-pay or a payment schedule, helps secure your cash flow.
Get a quick 360-degree view of every customer account – including invoices, payment history, disputes, credit limits, orders on hold, and more – to provide timely and helpful service.
One-touch functionality allows customers to pay you directly through the portal, using their preferred, which accelerates the payment process.
A single interface makes it easy for your customers to view their orders, invoices, statements, and credit limits at a glance.
Allowing customers to manage disputes directly from their portal saves time spent on lengthy phone calls, ultimately speeding up resolution.
The ability to record a ‘promise to pay’ on invoices allows you to receive reminders to pay on time and be contacted for payment before your account is overdue.
Register auto-pay to collect payments from your customer’s chosen card or bank account based on the number of days that have passed since the invoice was due.
