One Click to
the Plan Manager

Every day an invoice sits unsent is a day closer to a cash flow problem, and manually preparing and emailing invoices doesn't scale as you grow. Supportly pre-fills the correct plan manager contact from the participant record and sends the invoice with a single click.

• Pre-fills the correct plan manager contact from the participant record
• Sends the invoice with a single click
• Logs the send event against the participant file automatically

Every day an invoice sits unsent is a day closer to a cash flow problem, and manual sending doesn't scale as you grow. Supportly removes the delay entirely.

• Removes the delay between an invoice being ready and being sent
• Scales without adding manual sending work
• Keeps cash flow moving as invoice volume grows

Sending an invoice to the wrong contact costs a day of back-and-forth. Supportly pulls the correct plan manager straight from the participant record.

• Pulls the correct plan manager contact from the participant record
• Removes the risk of sending to an outdated contact
• Keeps contact details current as participant records update

A dispute over whether an invoice was sent shouldn't mean searching an inbox. Supportly logs every send against the participant file.

• Logs every invoice send against the participant file
• Provides a clear record if a send is ever disputed
• Removes the need to search a sent-mail folder for proof