Payment forms

Payment automation is the use of specialized services that allow businesses to work with various forms of payment without significant human involvement. Most of the solutions considered as automation platforms easily handle check, virtual card, wire, and ACH payments. They gather all the required information in one place, approve and process invoices, and send payments.

To automate payment collection, you need to choose the right service. Finding it may be pretty challenging because of specific requirements for each business. However, there is one tool that will, most likely, suit almost any industry. It's airSlate. It has extensive capabilities for document process automation and supports the creation of payment requests. This tool streamlines and accelerates the process of collecting payments from customers without hiring IT specialists or the need for using a bunch of single-functional platforms.

When businesses use specialized tools that automatically calculate the amount that must be paid, it's called vendor payment automation. Nowadays, payment automation software supports the processing of a comprehensive variety of data related to payments. These capabilities allow people to control the quality of work automatically instead of manually calculating and routing data.

Payment automation software is a platform used for gathering, interpreting, and processing invoices. It can work with invoices in various formats and unify them in one template to simplify payment automation. As a result, payment collection becomes much more straightforward and leads you to better benefits such as improving relationships with vendors or developing payment security.

Of course, you can! Many services offer the opportunity to collect payments from customers automatically via APIs or other integrations. However, you should definitely try airSlate and automate the process of collecting payments from customers without coding. This service can be set up in any browser, even by someone that doesn’t understand anything about building integrations.

airSlate is the best solution for this task. This document process automation platform not only supports all the steps of a document lifecycle but also the stages of completing it. As a result, you can close deals and collect payments rolled into one.

Payment collection is always accompanied by lots of tedious tasks like examining all calculations, checking invoices, sending or collecting payments from customers, etc. Decreasing the number of existing bottlenecks will, most likely, lead to the creation of new ones. In this situation, the only way to avoid problems is the implementation of payment automation. Analyze services available on the web or get everything you need for document management and payment collection in our comprehensive solution.

The easiest way of collecting payments from customers is to use specialized financial services developed for the secure transfer of money between accounts. We won't recommend you one from several existing forms of payment because all of them have their own pros and cons. When you use our service, airSlate, you don't even need to sign anything in person. Set up everything you need to work with your customers online.

The diversity of payment automation benefits deserves a particular article. Using a proper payment automation service not only assists you in collecting payments from customers but also helps save time and costs and improve accuracy. The system can make all required calculations, send invoices, check their statuses, and notify you about successful payment collection. Additionally, you get access to enhanced analytics (to make workflows more transparent), increased security (to eliminate the risk of fraud), and almost free data preservation (to store records according to the IRS recommendations).

You can set up this notification in your account. Most likely, it's located in the Notifications menu. If you utilize airSlate, you have access to advanced email features. Just add a specialized Bot to your Template (select it from the list of Bots), choose conditions for when it should activate, who must be notified about collecting payment in an email, and which documents to attach. Furthermore, you can indicate various people for different circumstances and change them at any time.

You can set up your airSlate workflow to collect information, use it in different systems of record, and request payments after automatic calculations and approval by the needed people. In this way, airSlate is more than just a solution for payment automation. However, it still supports some of its features so that you can use it for payment collection purposes.

The easiest way to implement automation into payment collection workflows is using airSlate. This comprehensive solution allows you to negotiate contracts and request payments without leaving the service. As a result, you save time and costs that could be spent on redlining, manual calculations, and generating invitations, etc. Avoid the routine with airSlate – use payment automation.