Webinar

Streamline Your Billing

June 5, 2024

About Webinar

Do you want to simplify your billing and invoicing processes? Join Isaac as he guides you through setting up default billing frequencies, payment terms, auto-invoicing thresholds, and customizing invoices with logos and payment details.

Configure Billing Automation

Learn how to set up default billing frequencies, payment terms, and auto-invoicing to streamline your processes.

Customize Invoice Details

Tailor your invoices with custom logos, tax information, payment details, and more to enhance branding and professionalism.

Optimize Partner Billing

Discover how to leverage default billing settings and restricted payment methods to simplify partner billing management.

Speaker
Isaac is an experienced affiliate marketing professional with a background in finance and entrepreneurship based out of San Francisco, CA. As a customer success manager, he consults with our clients on how to grow their affiliate programs, implement new features, and surmount technical obstacles. You can catch Isaac regularly leading our webinars, offering advice on how to best drive success with Everflow.

Isaac Maier

Customer Success Manager

Everflow

Speaker

Webinar Highlights

In the recent webinar, Isaac shared valuable insights about streamlining the billing process. Here are three key learnings:

Enabling the Billing Section: The webinar stressed enabling the billing section, as it's off by default. Users must visit the roles and click on billing under 'control center' to allow full access.

Understanding the Billing Model: Isaac highlighted understanding Everflow's retrospective billing model, where customers are billed for services consumed during the prior billing cycle. Reviewing detailed breakdowns is recommended.

Leveraging Everflow Pay: Everflow Pay allows automatic setup at partner sign-up, offering a warning bar on the partner's dashboard to enter payment information, enhancing the onboarding experience.

This webinar is an excellent learning resource, simplifying technical aspects and affirming Everflow's commitment to an optimal user experience.

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