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Do you send out invoices to your customers?
Yes
No
If Yes, How Often?
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On the average, how many customers do
you invoice at a time?
1-50
51-100
101-500
501-1,000
Over a 1,000
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What steps must you take to generate an
invoice? (Please check all that apply)
Select the customer list from database
Calculate and add fees
Enter payments received
Update payment and balance history
Print invoices
Print labels
Stuff envelopes
Apply postage
Bandage paper cuts
Check printed copies against master
list for accuracy
Quick Books type accounting program
Get to the mailbox by last pickup
Too Much, Please Send Help Fast!!!
Other
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Do you or your staff ever work overtime
to get the invoicing done?
Yes
No
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How may days does the billing process
take you per cycle?
1-3
4-6
Too many
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Do you invoice at the same time every
billing cycle? (i.e. same day every month)
Yes
No
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Do you know how much this process is costing
you?
Yes
No
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Would you be interested in reducing your
invoicing expenses?
Yes
No
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Could you or your staff use time spent
invoicing in more dollar productive ways? (i.e. growing
your business)
Yes
No
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How do you track your receivables?
Manually
Automated
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How many days after your billing cycle
cut-off does it take for your invoices to get in the mail?
1-3
4-6
Too many
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Are you satisfied with your turn around
time?
Yes
No
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On the average, how many invoices in error
are generated?
1
2
3
Too many
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How many "man-hours" do these take to
correct?
1
2
3
Too many
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Do customers ever call and complain that
the invoice they received is wrong?
Yes
No
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Do you think this is costing you money?
Yes
No
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Do you or your staff wish someone else
could handle your invoicing for you?
Yes
No
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Do you wish there was a way to automate
the invoicing process for your company?
Yes
No
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Would you be interested in increasing
your cash flow cycle?
Yes
No
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In the area of invoicing, is there anything
you would like to do, but can't? What else would you like
help with?
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