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The idea behind customer health scores is that the platform will keep track of things in the background related to each customer, such as; - How long does it t
by wdunkley 2y ago
The idea behind customer health scores is that the platform will keep track of things in the background related to each customer, such as;
- How long does it take them to pay upon receiving an invoice?
- How many invoices have been paid late and require auto-reminders to be sent?
- How much revenue have they brought in?
Then, at the end of the year, when you're planning out your year ahead, you can use these metrics to find which customers are worth focusing on or who you might consider dropping if you are fortunate enough to be overloaded.
This feature, plus everything else, will be designed to be as unobtrusive as possible while giving you value when needed.
The various payment options idea has come around from noticing that some of the platforms that offer "free" plans, require you to use their payment options. For example, Square has a free plan but doesn't allow you to send an invoice that doesn't include their payment method, which takes a percentage of the invoice.
I want to give the user flexibility to include Stripe, PayPal, or their bank details for a direct transfer.
I'm glad that you bring up simplicity. It's going to be at the core of everything. My ethos when building anything is that a tool should be a frictionless as possible whilst giving value. If I do my job right, then you should spend as little time as possible within the tool.
I haven't looked at https://turbodoc.io/ https://turbodoc.io/ or https://bookeeping.ai/en https://bookeeping.ai/en. But will definitely dive into them. If interested, I do have a basic landing page setup to capture emails for people that want to be notified when I launch. It doesn't really give much away at the moment, I was just thrown together https://helloinvoice.co https://helloinvoice.co