Invoice Cloud Client Services is now using Salesforce!

Client Services is excited to announce that as part of our effort to continuously improve the service we provide to you and your customers, Invoice Cloud has implemented a new system to manage our Client Service inquiries via Salesforce.  We have spent the last six months building out a new system and processes and have launched the first phase on January 13, 2021. The transition to our new system (Salesforce) will be implemented in three phases:

• Phase 1: Effective January 13, 2021 clients can go to the usual Support tab in the Biller portal and submit a ticket/case.  Upon clicking “Create Support Case”, you will receive an email with the Salesforce Case number.  All future email communications about the case will be linked.
• Phase 2: Clients will be able to access Salesforce directly from the Biller Portal using single sign-on to create and view open and closed cases.
• Phase 3: A “Knowledge Center” will be available so you can find answers to frequently asked questions and other common topics.

Ongoing:  We will continue adding plugins and new features to facilitate your interactions with Client Services and further improve the service we deliver to our clients and their customers.

Questions? Please reach out to client services at helpdesk@invoicecloud.net or call (901) 737-8686.