Sending Digital Invoice as Attachment

 | Sending Digital Invoice as Attachment | invoice attached

What is Sending Digital Invoice as Attachment?

Sending a digital invoice as an attachment is an automated solution for the massive distribution of invoices according to current regulations. The solution dynamically attaches the invoice in a PDF file or a zip file to an email. To ensure compliance, this smart automation makes it possible to send via a different channel, such as Rich SMS, in the event of a delivery failure. In the same way, historical records of document deliveries are kept in an auditable and searchable database.

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Objectives:

  • Deliver the invoice to the client in a digital format via email with an attached document.
  • Notify the client of the status of their pending payments.
  • Keep a searchable and auditable record that the invoice was actually delivered to each client.
  • Keep a record of the customers who did not receive the invoice and the reasons for the failure in the delivery.
  • Use smart retries with alternate delivery channels in case email delivery fails.
  • Guarantee compliance with regulatory standards in the delivery of the invoice.

Solution:

Messages are sent automatically through alternate channels, accompanied by a dynamically attached file or compressed files containing the invoice complying with industry regulations.

Customization options:

  • Possibility of adding a link to the online payment center.
  • White Label Link Building
  • Upload files to a document repository via SFTP or via API as needed.
  • Setting how long the historical records of deliveries should be stored.
  • Configuration of the storage time of the invoice files in the repositories.
  • Adaptation to the institution’s internal processes.
  • Corporate image, colors, logo of the institution in all communications.
  • Digital channels for delivery can be tailored according to specific needs.

Implementation timeframe:

  • 4 to 8 weeks

Pre-requirements:

  • DANAConnect Advanced

Cross channel strategy to use:

  • Email
  • SMS as an alternative channel
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