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What is a 'Prospective Client'?

custom_extract.pngHere at Receipt Bank, we are constantly looking for ways to streamline your business.

We've designed a platform that enables you to manage all of your clients' accounts from one portal. 

‘Prospective Clients’ can be added to Receipt Bank free of charge. These accounts act as DIY accounts.  Your clients can submit items to Receipt Bank as per usual, however, the information from their invoices and receipts won't be automatically extracted. 

Although you will be manually inputting the data, you have the ability to capture all clients payable data in Receipt Bank and therefore, the ability to store the clients' documents in the cloud. This is a great start when getting converting your client base to the cloud. Should you want this client signed up for full Receipt Bank in the future, it's easy to convert these accounts into active ones. 

If you are interested in this opportunity, please get in contact with your Account Manager.

Note: This feature is only available to partners with ‘Practice Platform

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