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RFPSchoolwatch is a service platform that shares important school-related RFP alerts and insights with clients on a subscription basis. As their number of clients grew, it became hard to create invoices one by one for each client every billing cycle.
They needed a smarter way to send invoices to groups of clients at once, without losing control over tracking and updates.
Bulk Invoicing Automation Using Tag-Based Client Grouping
This project focused on building a customized bulk invoicing feature for RFPSchoolwatch using a tagging system to streamline invoice creation across client groups.
As RFPSchoolwatch expanded, they encountered billing inefficiencies:
To address these issues, Invoicera implemented a custom tagging system that simplified and automated the bulk invoicing process. Our solution included:
The new system delivered measurable improvements for RFPSchoolwatch:
Streamlined reporting on tag-based billing performance.