ReliaBills

ReliaBills is a recurring billing and invoicing software designed to automate billing processes, streamline invoice generation, and improve payment collection. According to the vendor, this software caters to businesses of various sizes, including small businesses, mid-sized companies, and larger enterprises. It is widely used in professions and industries such as property management, clubs/membership organizations, pool maintenance, CPA firms, and pet services.

Key Features

Create Professional Invoices: ReliaBills offers a user-friendly interface for creating invoices. Users have the flexibility to create invoices individually or in batches, import data from other software, or use the auto-generation feature. The software allows for customization of invoices with personalized branding elements.

Automated Invoice Delivery: ReliaBills provides options for manual, batch, and automated invoice delivery. According to the vendor, users can track the status of email invoices, including delivery, views, and bounce notifications. Additionally, the software supports traditional mail delivery.

Automated Payment Processing: ReliaBills securely stores customer payment information for automatic payments. According to the vendor, the software supports online payments and various payment methods, such as credit/debit cards and ACH/e-checks. Users can set up automatic payment processing, even when the invoiced amount changes.

Recurring Invoicing and Billing: ReliaBills allows users to schedule recurring invoices on a monthly, quarterly, or yearly basis. According to the vendor, the software provides a clear overview of the current amount due, past due invoices, and open balances. Users can set up recurring profiles to define invoice generation and delivery preferences.

Customer Portal: ReliaBills offers a customizable customer portal where customers can access their invoice and payment history. According to the vendor, customers can manage their personal and payment information, generate statements, and enroll in automated payments. The portal provides self-service options for customers to update their payment information and view their account details.

Automated Collections Program: ReliaBills provides an automated collections program with personalized collection plans. According to the vendor, the software automates the process of sending personalized emails, text messages, and traditional mail for collections. Users can set up late fees and automated reminders to encourage prompt payment.

Reporting and Analytics: ReliaBills offers reporting and analytics features to track outstanding payments and monitor invoice and payment status. According to the vendor, users can schedule reports to be delivered via email and export reports for analysis. The software provides intuitive dashboards and email alerts to keep users informed about payment statuses.

Integration with QuickBooks: ReliaBills integrates with QuickBooks, allowing for seamless data synchronization. According to the vendor, users can easily import invoices and payment data from QuickBooks into ReliaBills and vice versa.

Installment Invoicing: ReliaBills supports installment invoicing for businesses with flexible payment terms. According to the vendor, users can define installment plans with fixed or variable invoice amounts, including finance fees or charges. The software allows for overpayments, which can be held as credit or applied to the final invoice.

Estimate to Invoice Conversion: ReliaBills simplifies the process of converting estimates to invoices. According to the vendor, users can create and send estimates to customers and easily convert accepted estimates into invoices.