When you log into your ReliaBills account, the Dashboard will immediately show you the most important items (who owes you money…who has paid you money, etc.) at a glance.
- To-Do Items. Keep on track. If something needs attention, you’ll see red.
- Quick Links. Get where you need to go quickly. Most frequently used destinations are here.
- Account Settings. Some very important stuff here. Account Information, Company Images, Payment Processing (late fees, invoice terms, etc.), Manage Users, and QuickBooks sync.
- Collections Activity. Quickly see who has been sent invoices and payment reminders as well as who has viewed their invoices. The dashboard gives you a quick view of counts. Click the “Details” so see customer details and run specific date ranges.
- Payments Received. Know your recent invoice payments at a glance. Click the “Details” to search by customer, invoice or date range.
- Failed/Reversed Payments. Always know at a glance if a payment has failed or been reversed. Click the “Details” to search by customer, invoice or date range. The good news is that when a payment fails, you do NOTHING. ReliaBills will immediately notify the customer and give them instructions on how to make a new payment. We’ll even re-try the payment again if we can.
- Bounced/Rejected Emails. Customers can’t pay an invoice if it was never received. We’ll tell you when your emails are being bounced or rejected. Click “Details” to see customer information and run for specific date ranges.
- Aging Report. An accounting classic. Click anywhere on the report to see a list of your aging receivables listed by the customer.
- PLUS Activation. ReliaBills is invoicing is FREE! Add UNLIMITED customers and users. Create as many invoices as you want. We will send them all via email for FREE. This is not a trial. Use it for as long as you like. It’s just FREE !!!! ReliaBills PLUS is all about payments. Upgrade to PLUS and we’ll do more to get your invoices paid than any software on the planet!
- See for your self. This quick video will walk you through everything that you need to know to get started FAST!