If your company needs to collect an ID, insurance card, or other documentation from customers as part of an accounts receivable workflow, request photos and files through an email or text. Customers can open their request and upload everything required to keep workflows moving forward.

Sometimes, you must send paper billing statements to customers instead of digital messages. PDCflow lets you create QR code payment links you can include on paper invoices. These codes easily link to a payment form, so customers can still pay online for a more streamlined AR workflow.

For companies with a large customer base or just a small number of employees, it’s important to make AR workflows easier for your staff. Bulk sends make it possible to send payment reminders or other requests to up to 5,000 recipients at once.

Creating better billing and accounts receivable workflows is a simple way companies can improve daily processes at every level.

Here are some of the most common ways PDCflow streamlines AR workflows that make your business better.

Adding multiple tasks into one message reduces the time spent on each account. WIth PDCflow, more customers can be served by one employee in a workday and they can save their time and effort for more complicated tasks.

Administrators can create payment workflow templates for departments to use again and again. This makes it faster to create messages later on, and easier to train employees, since they won’t have to create new templates for each message.

PDCflow’s flexible accounts receivable workflows make it faster to collect payments by offering a variety of options to customers.

• Send a payment request via email or text, so customers can easily pay online.

• Send a payment request to an email inbox or mobile phone and have customers pay while still on the phone with staff, so you know a payment went through.

• Send a payment request link through your company’s web chat feature, so customers can pay while still on the chat.

Taking digital payments from customers opens your company to payment industry rules and regulations.

PDCflow’s enhanced data security reduces your company’s risk, eases compliance burdens, and makes transactions safer for consumers.

• PCI compliance: Payment Compliance Industry Data Security Standards (PCI DSS) dictate security measures companies must follow when taking credit card payments.

Sending a Flow allows you to accept payments without the need for staff to see or key in payment data, reducing your PCI compliance scope to save your office time and money.

• Nacha compliance: Any company that accepts ACH payments must adhere to Nacha rules – including a more recent Nacha update requiring WEB transaction account verification before running transactions.

When consumers enter their bank account information into a payment form through Flow, our bank account verification system, ACH Verify, helps you follow Nacha guidelines.

ACH Verify validates new account numbers in real-time to reduce fraud and stop potential failed payments before they are submitted for processing.

• Regulation E: Regulation E is part of the Electronic Funds Transfer Act. Parts of this regulation apply to any business that uses Electronic Funds Transfers (EFTs) to take payments.

As part of this regulation, recurring payments must be authorized by consumers prior to payments being processed. Using Flow to request an authorization signature gets payment plans up and running faster while complying with Regulation E.

PDCflow’s flexibility makes it adaptable to many different billing workflow process needs. Here are a few examples of what industries can use Flow and how.