When it comes to sending invoices, statements, and other critical documents, Spindle Document Distribution is a powerful tool that can save time, reduce errors, and improve customer communication.
Are you taking full advantage of its capabilities?

Here are five features you might not be using, but should:

1. Attach invoices to statements

Why send separate emails for invoices and statements when you can combine them? Spindle Document Distribution allows you to automatically attach outstanding invoices to customer statements, giving your customers a complete picture of what they owe in one email.

Benefit: Fewer queries, faster payments, and a better customer experience.

2. Send copies to your sales team

Keep your sales team in the loop by automatically sending copies of invoices or overdue statements to the relevant salesperson. This ensures they have visibility on customer accounts and can follow up proactively.

Pro Tip: Use this feature to strengthen customer relationships and speed up collections.

3. Tailor emails for different customer types

Not all customers are the same, so why send the same message to everyone? With Spindle Document Distribution, you can create different email templates with tailored messaging for different customer groups (e.g., VIP clients, overdue accounts, or international customers).

Result: More personalised communication and improved engagement.

4. Password-protect your documents

Security matters. Spindle Document Distribution lets you encrypt documents with dynamic passwords when sending via email. This ensures sensitive financial information stays protected and helps you meet compliance requirements like GDPR.

Tip: Use customer-specific data (e.g., account number) for dynamic passwords to keep things secure and simple.

5. Add PayNow buttons to invoices and statements

Make it easy for customers to pay you! Spindle Document Distribution allows you to embed PayNow buttons directly into invoices, statements, and pro-forma invoices, linking to your preferred payment gateway.

Benefit: Faster payments, improved cash flow, choice to use multiple providers and a better supplier – customer experience.

Are you using Spindle Document Distribution to its full potential?

These features can transform how you manage document distribution – saving time, improving security, and accelerating payments.

Want to see these features in action?

Book a free demo today and unlock the full power of Spindle Document Distribution.