Customer billing software that is uniquely collaborative!
Paylists is the perfect combination of customer billing software + invoice tracking software + CRM, specially developed for small businesses in the UK.
Paylists makes the payment collection process easier and more collaborative for both you and your customers. Stored in Google Cloud, Paylists can be accessed from anywhere at any time.
Define clear contract & payment terms with your customers from the start
Paylists helps you to define clear, contractual payment terms, that will act as a basis for invoices and payment requests. This minimises the risk for late payment, or misunderstanding, from the very start of your relationship with a customer.
Send invoices and payment requests that get paid
Send your customers an invoice directly from Paylists or upload it from Xero. You can also receive invoices. Paylists allows you to give your customers flexible payment options, such as open banking and to pay in partial payments or instalments. These unique Paylists features greatly increase the likelihood of you getting paid.
Visualise the payment flow at any stage
Paylists automatically creates a payment flow, based on the invoices you send and receive, giving you visibility of paid, unpaid and forecasted payments. Paylists’ dashboard and customer performance indicators are essential tools to help you manage your cash flow and make critical decisions about your customers.
Communicate with customers, leaving an audit trail
Paylists includes CRM capabilities to manage and document conversations with your customer or supplier about payments. All changes to the payment request are recorded. This means you can log on and immediately refer to any communication about a specific invoice or payment request, instead of wasting time hunting for emails.
Follow up with reminder letters if necessary
Paylists helps you to chase payments through the automatic creation of reminder letters, or letters before action, based on the information that exists in the system. This is particularly valuable if you do not have an accounts department, as it gives you more time to spend on other business-building activities
Main advantages
Vendors
Infrastructure
