FreeAgent automations to get you paid faster

This article explains how to use some handy FreeAgent features to help you get paid faster by your customers.

FreeAgent has lots of FreeAgent has lots of cutting-edge tools designed to make it easier for your customers to pay you and help you get paid faster, enabling you to focus on the parts of your business that really count. Read on to find out how to upgrade and automate your invoicing, save time using our flexible payment integrations and keep an eye on late payers using Radar insights.

Get paid faster by upgrading and automating your invoicing

To get paid faster, you can upgrade your invoicing by setting up new invoice, reminder and thank you email templates, and automatically send them to your customers.

New invoice emails

Speed up your payment collection process by setting up a new invoice template to quickly populate your invoice emails. Tick the box to include an online payment button to make it easier for your customers to make the payments.

Screenshot of new invoice email template.

Invoice reminder emails

Get paid faster by setting up an invoice reminder template to encourage your customers to pay their invoices before the payment is due.

Screenshot of invoice reminder email template

You can even set recurring reminders that will continue to chase payments for you if the payment becomes overdue.

Screenshot of invoice reminder email template showing recurring options

Invoice thank you emails

Complete the invoicing upgrade by setting up a thank you email template for paid invoices to let your customers know you appreciate their custom and encourage them to keep coming back.

Screenshot of invoice thank you email template

Automating your invoicing

Speed up your payment collection process by letting FreeAgent automatically send your invoices, reminders and chase up your customers on their late payments.

Once you’ve set up the templates, simply tick the relevant option when creating your invoice or recurring invoice profile.

Emails section of new invoice form with automatic email options ticked

Get paid faster using our flexible payment integrations

Get paid faster using our flexible payment integrations such as Stripe or PayPal, to make it easier for your customers to pay for your invoices.

Stripe

Connect FreeAgent to Stripe and easily take invoice payments from your customers.

You can also set up a Stripe bank feed to automatically import and reconcile your Stripe transactions into a Stripe bank account in FreeAgent.

Payments section of invoice form with Stripe ticked and highlighted

PayPal

Connect FreeAgent to PayPal to access to PayPal’s ‘Buy now Pay in 3’ instalment plan and the ability to accept multi-currency payments. This can make it easier for your customers to pay for your invoices and help you get paid faster.

Payments section of invoice form with PayPal ticked and highlighted

Get paid faster using Radar insights

Get paid faster using your slowest paying customers Radar insight to help you keep an eye out for chronic late payers.

You’ll also see some suggested actions you can take to help encourage those customers to pay faster in the future.

Slowest paying customer Radar insight

If you're interested in learning more about these tips and tricks, watch our webinar - Quids in: FreeAgent automations to get you paid faster.

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