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CashLink

Streamline Your Invoicing and Payment Processes

CraftLink’s CashLink feature is designed to make invoicing more efficient and adaptable to your business needs. This suite includes functionalities for creating and managing invoices, automating invoice sending within workflows, customizing notifications, and supporting diverse payment methods including ACH Direct Debit.

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Key Benefits Benefits Benefits

Efficiency
Professionalism
Flexibility
Automated Retries
Cash Flow
Explore the Benefits
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Key Features Features Features Features

Set up workflows to automatically send invoices using predefined templates, customizable for both one-time and recurring billing scenarios.

Easily set up monthly memberships, retainers, installment plans, and auto-billing, creating consistent and predictable revenue streams.

Tailor email and SMS notifications to match your branding and include critical invoice details, enhancing communication clarity and professionalism.

Offer customers flexibility with various payment methods, suitable for different transaction types and customer preferences.

Easily create, edit, and manage invoices with options to add taxes or discounts

Create and save invoice templates that include all necessary business information, product line items, taxes, and terms. These templates streamline the creation process and ensure consistency across communications.

Automatically trigger invoice sending based on specific actions within the CRM, such as after booking appointments or changing opportunity statuses.

Design and implement custom templates for invoice-related communications, allowing for consistency in branding and the inclusion of specific invoice details like totals and due dates.

Advanced Tools Tools Tools Tools

Customizable Email and SMS Notifications

Modify the look and feel of invoice notifications to align with your corporate branding, and decide which notifications to send to reduce unnecessary communication.

Automated Receivable Tracking

Automatically update and track receivable balances as invoices are issued and payments are received, ensuring accurate financial statements.

Detailed Reporting and Analytics

Access comprehensive reports and analytics on invoicing and payment activities, helping you understand trends and make informed decisions.

Integration with CRM and Accounting Systems

Seamlessly integrate with your existing CRM and accounting systems for a unified financial management approach.

Security and Compliance

Ensure all transactions are secure and compliant with relevant financial regulations, protecting both your business and your customers.

CraftLink’s CashLink feature empowers your business to streamline invoicing and payment processes, driving efficiency, professionalism, and customer satisfaction. Experience a robust invoicing solution that adapts to your business needs and enhances financial management.

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  • Address: 1945 Southtown Blvd Suite C, Dayton, OH 45439
  • Phone: 1 (855) 939 - LINK
  • Email: info@craftlink.pro
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At CraftLink, our expertise in understanding business operations, leveraging technology, and optimizing workflows was honed through running our own businesses.
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Contact Information
  • Phone: 1 (855) 939 - LINK
  • Email: info@craftlink.pro
  • Address: 257 Regency Ridge Drive Ste 245, Dayton, OH 45459
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Streamlining Payments & Subscriptions with Cashlink for a Spa

Client: A spa offering multiple products and subscription-based services looking to improve financial tracking and automation.

Challenge: The spa faced significant difficulties in managing its financial transactions and tracking payments across different revenue streams. Key issues included:

  • Disorganized payment tracking, making it difficult to manage product sales and subscriptions in one system.

  • Manual invoicing and subscription renewals, leading to missed payments and administrative overhead.

  • Inconsistent revenue reporting, making it hard to project growth and manage cash flow effectively.

  • Limited visibility into customer purchase history, preventing effective upselling and retention strategies.

Solution: The spa implemented Cashlink, Craftlink’s Automated Payment & Subscription Management System, to streamline all financial transactions and improve revenue tracking. Key improvements included:

  • Unified Payment Processing: Cashlink seamlessly handled both one-time product sales and recurring subscription payments.

  • Automated Invoicing & Renewals: The system sent automatic invoices and reminders, ensuring timely payments and reducing administrative workload.

  • Comprehensive Revenue Tracking: All financial transactions were recorded in a single dashboard, providing real-time insights into sales and subscription performance.

  • Customer Purchase History & Retention Tools: The spa could now track customer purchase patterns, helping them implement loyalty programs and upsell relevant products and services.

  • Seamless Integration with CRM & Accounting Software: Payments were automatically linked to customer profiles and accounting reports, reducing errors and manual data entry.

Results:

  • More consistent cash flow, as automated invoicing and renewals reduced missed payments.

  • Increased revenue opportunities, with better tracking of customer purchasing behavior and targeted upselling.

  • Reduced administrative workload, freeing up staff to focus on customer experience rather than manual payment processing.

  • Improved customer satisfaction, as spa members enjoyed a seamless, hassle-free subscription and payment experience.

  • Accurate financial insights, allowing for better forecasting and business decision-making.

Conclusion: By integrating Cashlink, the spa successfully automated its payment processing, subscription management, and revenue tracking. With a streamlined financial system in place, the business now operates more efficiently, maximizes revenue opportunities, and delivers an enhanced customer experience.

Looking to simplify your payment and subscription management? Let Cashlink help you automate and optimize your financial workflows today!