A Michigan based Jewish Services Provider Company, The Shull, while aiming to improve the lives of the people for the better part had difficulty with its invoicing system. They needed to reduce the time their staff took to process their invoices and improve the accuracy of these invoices, along with a constant track on the status of its processing.
Standard procedure is to create opportunities, add a detailed quote with each line items, headings and subheadings henceforth create its invoice and send it off to their respective customer. Though being a very simple process, it requires significant accuracy and resources, particularly for an organization with such a high number of clientele. While addressing the shortcomings of their existing invoice process, they felt the need to implement a more proficient system for accounting divisions to create, manage and process invoices and so talked to the HIC team.