Key Results
Client Overview
In Business Since: 2005
Industry: Wholesale Distribution
A strong invoicing system does more than just send bills—it ensures smooth payments, prevents confusion, and keeps cash flow steady. For this wholesale distribution company, their transaction PDFs
were outdated, inconsistent, and missing key details, creating friction in the payment process.
Instead of helping customers pay on time, the invoices were doing the opposite—causing unnecessary back-and-forth, missed payment details, and unnecessary inquiries.
They needed a fix that would make invoices clear, structured, and easy to act on.
Challenge
A new payment portal had recently been introduced to simplify the customer experience, but it wasn’t reflected on the invoices. Customers didn’t have a clear path to complete payments, leading to unnecessary follow-ups and slower cash flow. On top of that, automated email attachments weren’t working correctly, pulling in incorrect PDFs and creating more administrative work.
Past customizations further complicated things. The system had scripts and workflows from previous consultants that weren’t adaptable, making it difficult to implement necessary changes without disrupting operations.
Solutions
Stockton10 overhauled the company’s transaction PDF templates to eliminate confusion, streamline payments, and reduce manual intervention.
Still dealing with invoice confusion and payment delays?
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