Simplifying Expense Tracking With Detailed Invoicing
Project Size: $125,000
Problem: A lack of invoice detail made expenses difficult to allocate correctly
Solution: Fully customized invoices and a seamless transition to flexible financing from LEAF
A dealer’s customer had been working with another equipment finance company for a while but was becoming increasingly unhappy with the finance company’s invoicing, which didn’t provide the detail needed to allocate expenses correctly.
Since the other finance company wasn’t willing to change the way it invoiced, the dealer turned to LEAF. We quickly created a sample invoice showing how we could allow the customer to easily allocate expenses by machine and location.
Impressed, the customer agreed to finance with LEAF. After a seamless transition, the customer is happier than ever, getting the insight they need now and the future flexibility to keep equipment financing working the way it does, not the way a finance company says it should.