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Introducing Taxes & Discounts on Text2Pay
We are thrilled to unveil a new feature on Bosseo CRM, the Taxes & Discounts functionality on our Text2Pay system. This comprehensive update aims to streamline transactions by allowing for taxes and discounts to be added directly within the Text2Pay modal. As businesses increasingly rely on efficient and flexible payment solutions, these enhancements introduce new levels of convenience and customization, particularly suited for the diverse requirements of sectors like home improvement, legal, and medical practices.
Simplified Payment Processes with Text2Pay
The latest update extends the efficiency of Bosseo CRM by embedding the capability to add taxes and discounts directly to the Text2Pay modal. This enhancement ensures that all necessary deductions can be effortlessly included during the payment process, eliminating the need for external adjustments. Furthermore, the UI revamp on the Contacts screen enhances user experience, making the modification of due dates accessible directly from the modal itself.
Features Include:
- Options to add taxes and discounts directly on the Text2Pay modal
- Modification capabilities for payment due dates from the modal
- A refreshed UI on Text2Pay via the Contacts screen
How to Use Text2Pay
- Navigate to Contacts or Conversations, click on the hamburger menu, and select Request Payment.
- Select or add a product in real-time, utilizing either new entries or pre-existing options.
- Alter taxes and discounts as needed, enabling full customization per transaction.
- Adjust payment due dates according to customer agreement directly on the Text2Pay modal.
Why We Built It
This feature was developed to enhance the ease and versatility of payment collection through Text2Pay. We recognize the importance of providing comprehensive support for businesses in managing their transactions seamlessly while customizing tax rates and discounts according to individual client needs. By integrating these features directly into the Text2Pay modal, users can now handle tax calculations and discounts in real time, reducing processing times and minimizing errors.
Use Cases: Home Improvement, Legal, and Medical Practices
Home Improvement
For contractors and service providers in the home improvement industry, the capability to adjust taxes and apply discounts easily is crucial. Whether they are managing large-scale projects or smaller service engagements, the added convenience of Text2Pay ensures accurate billing, high flexibility, and a reduction in payment delays. With deductible taxes or apply discounts adjustments being just a tap away, home improvement professionals can focus on delivering quality service rather than administrative tasks.
Legal Practices
In legal settings, where invoices often involve complex billing structures with varied tax applications and potential adjustments, the Text2Pay feature offers significant advantages. Legal professionals can swiftly apply contextual discounts and adjust tax allocations as per client agreements, contributing to precise billings and client satisfaction. This functionality helps maintain transparency and fosters trust by ensuring clients receive itemized and accurate billing.
Medical Practices
Medical practices benefit from a streamlined payment process where speed and accuracy are vital. The Text2Pay feature aids practices by integrating tax and discount considerations seamlessly into their billing, providing patients with clear and concise statements. By supporting enhanced billing flexibility, medical professionals can ensure that necessary adjustments are made promptly, aiding in faster reconciliation and improved patient interactions.
These dynamic improvements are part of our ongoing commitment to provide Bosseo CRM users with the tools they need to enhance their financial operations and customer satisfaction. We look forward to hearing how these features benefit your business operations.
