How switching to EBizCharge helped CodaBears improve both internal operations and customer experience.
How switching to EBizCharge helped CodaBears improve both internal operations and customer experience.
Industry:
Computer Consulting
Computer Consulting
Headquarters:
Bloomingdale, IL
Bloomingdale, IL
Locations:
1
1
The problem
The problem
CodaBears’ previous payment processor was unreliable and lacked important billing features, like a customer portal. This meant their accounting team had to manually reach out to process payments, and hindered their ability to provide a smooth payment experience for their customers. They needed a solution that would make payment handling easier and give customers more flexible ways to pay their invoices
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EBizCharge has been a game changer for us. It’s flexible, convenient, and gives us and our customers more control over the payment process. The ability to handle multiple invoices at once and offer self-service options has been a huge plus.
EBizCharge has been a game changer for us. It’s flexible, convenient, and gives us and our customers more control over the payment process. The ability to handle multiple invoices at once and offer self-service options has been a huge plus.
Angela Strope from CodaBears
The solution
The solution
CodaBears implemented EBizCharge for QuickBooks Online. EBizCharge brought several functionalities that were crucial for improving both internal operations and customer experience. Notably, the ability to send email payment requests, process payments for multiple invoices at once, and give customers a self-managed portal completely changed the way CodaBears handled payments. The integration worked seamlessly with QuickBooks Online, and the flexibility of EBizCharge gave CodaBears and their customers more control over the payment process.
The results
The results
Since adopting EBizCharge in Q1 2020, CodaBears has seen significant improvements in efficiency and convenience.
- Convenience: EBizCharge’s email pay functionality has made it easier for customers to pay their invoices. The ability to pay multiple invoices at once has streamlined the process, benefiting both the accounting department and the customers.
- Flexibility: The combination of self-managed portals for customers, the ability to run payments herself, and the ease of sending out email pay requests has made the payment process more dynamic and easier to manage.
- Customer Satisfaction: With more options and a smoother payment experience, customers are now enjoying a better way to handle their invoices. This has contributed to improved relationships between CodaBears and their customers.
CodaBears specializes in Epicor ERP solutions, offering services such as custom development, system integrations, financial consulting, and IT support. They provide financial health checks to improve accuracy and efficiency, along with IT services to enhance system security and performance. With decades of experience, CodaBears also offers training and ongoing support to help businesses maximize their use of Epicor ERP.
About Angela
Angela is the Human Resources and Accounting Specialist at CodaBears. She is the sole member of their accounting department, and she has been with the company for 13 years. CodaBears started using the EBizCharge integration into QuickBooks Online in Q1 of 2020, and since then, Angela has been the end-user.
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