Getting a Quote for Customized Invoices & Reports

(Part 2 of a 2-part post)

Part 1 discussed:

• What does “Customization” mean
• Why you might customize BillQuick invoices, statements and reports
• Customization options
• Which option is best for your client

For the do it yourself/let the client do it options, a quick summary of requirements and consulting services was included.

Advisors: Remember that you are commissioned on all product and service sales delivered to BQE Software. This includes consulting services.

When will a customization situation arise?

There are several situations when your client might consider customizing an invoice, statement or report.

1. You raise this as an option when doing a needs analysis, workflow analysis or when working through a quote with your client. Invoices, statements and reports content and how they are laid out (presentation) should be part of every needs analysis.
2. Your client tells you that BillQuick invoices or reports “just aren’t right” or “are not adequate” during a follow-up visit or call.
3. Your client tells a BillQuick Support Rep, BillQuick Certified Trainer or BillQuick Certified Consultant invoices or reports “just aren’t right” or “are not adequate”.
4. Your client learns about the customization option through BillQuick Help, the BillQuick Reference Guide, or the BillQuick eLetter.

To maximize your client’s satisfaction with you and with BillQuick, the best time for customization to come up is the needs analysis or quote. Your client does not feel like there was a “gotcha” hidden from them. During the early stage of a new relationship, clients are more open to what they will invest to gain desired benefits. Learning about this option later can sometimes frustrated clients.

How to get a quote for report customization?

The BillQuick Report Team can customize standard BillQuick invoices, statements and reports, as well as create customize output to your client’s specifications. Templates can be defined for output to a printer, as PDF file, in an Access database file, in a comma separated value file, and other formats.

Follow the steps below to obtain a quote:

1. Review the standard templates (invoices, statements, reports) included with BillQuick to determine if one is close to what your client wants. Print a sample copy of the invoice, statement or report. Customizing an existing template takes less time than creating one from scratch – for you, your client and for the BillQuick Report Team, thus reducing the overall investment.
2. If there is no standard template like what your client needs, create a mock up or obtain an existing sample from your client’s files.
3. Mark up the sample template. Note where changes should be made. If special process is required, such as presenting a subset of data or presenting details in a summary form, make a note of this.
4. Fax or scan and email the marked up template to the BillQuick Report Team Manager or the BillQuick Reseller Channel Manager.
5. The BillQuick Report Team Manager will review the customization needed. If necessary, he will contact you with questions. Typically, you have a quote within 72 hours.

How to submit a sales order for report customization?

To ensure proper credit – both for your commission and addition to your accumulated sales, do the follow when submitting a sales order for report customization.

1. After confirming with your client to go ahead, use the quote to complete the BillQuick Advisor Order Form.
2. Submit the form to the Channel Manager.

Custom templates will be delivered within 10 business days.

NOTE: If you verbally accept the quote and give the go-ahead to the BillQuick Report Team Manager after discussing the work, be sure to inform the Channel Manager.

NOTE: The BillQuick Advisor Order Form is included in each Advisor’s Welcome Pack. Also, you can download a copy from the Marketing & Consulting Resources blog page.

Advisors: Remember that you are commissioned on all product and service sales delivered to BQE Software. This includes consulting services.

The BillQuick Report Team Guarantee

All work will be to the client’s satisfaction.

If BQE Software changes the run-time version of Crystal Reports built into BillQuick and this impacts any custom invoice, statement or report, the template will be updated at no charge to the client.