Online event for fiduciaries: Trustee services as a subscription

Simply calculated, simply invoiced

Recurring services such as software licenses, hotline lump sums or support subscriptions are part of the everyday routine for many trust agencies – but billing takes unnecessary time.

In this webinar, Urs Berli (Vertec AG) and Martin Fricker (Lean Business) will demonstrate how recurring fiduciary services can be stored in a structured manner and automatically billed in Vertec. You will learn how the batch job generates all outstanding charging for all cases on a monthly basis, creates invoices with QR code and sends them directly by email.

Topics in the webinar:

• Overview Vertec Trust Template
• Mandate management, checklists, employee planning and measures
• Set up recurring charging (licenses, maintenance, hotline)
• Charging according to billing lines (e.g. quantity of salaries, VAT settlements)
• Automated invoice dispatch by email incl. QR code

Watch the recording now and discover how Vertec helps in the trust office.

36:30