Organize Client Billing, Contract, and Internal Finance Operations
Your Agency Finance team handles client invoicing, contract management, and internal cost tracking. You need a secure, efficient way to manage finance-related client inquiries and agency budgets. OneDesk ensures clear accountability and timely billing.
Trusted by Web Development Agency teams around the world
Managing High Volume of Diverse Client Billing and Inquiry Requests
Client questions about project invoices, contract terms, or scope changes are frequent. OneDesk turns every inquiry into a secure, trackable ticket. Keep all communication organized and linked to the correct client account for easy reference.
Slow Follow-Up on Client Invoice Questions and Payment Delays
Quick resolution of billing questions improves client trust and cash flow. Set up Service Level Agreements (SLAs) for all billing inquiries. Use automated notifications to ensure your team follows up on outstanding invoices promptly. Maintain a healthy cash flow.
Secure Ticketing for All Client and Internal Finance Requests
Connect your billing and client finance emails to OneDesk. Set up strict SLAs for time-sensitive tasks like emergency hosting payments or contract changes. Use custom views to filter by "Invoice Dispute" or "Client X Contract Inquiry."
Automate Invoice Approval and Payment Reminder Workflows
Use automation to speed up routine financial processes. Route any "Large Client Refund" ticket to the Finance Director for approval. Automatically generate and send professional payment reminders for overdue invoices. Instantly notify the client when their inquiry is resolved.
Client Portal for Billing Transparency and Inquiry Submission
Offer a secure portal where clients can submit billing inquiries. They can easily check the status of an invoice question or payment. The knowledge base can host billing FAQs and contract term summaries. This reduces direct emails and calls to your team.
AI Billing Assistant
Answering common client billing and contract questions can be tedious and repetitive. OneDesk’s AI can summarize account activity for a client right within the ticket. It can help draft professional payment reminders and standard responses. Use AI to analyze profitability by client.
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FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.
We also offer other support options including booking a live demo or submitting an email or ticket.
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See for yourself how OneDesk can help your team.
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