Launch Kit
6-month program

Making electronic invoicing and payment standard

Your step-by-step framework for standardizing electronic invoicing and payment best practices across every market: a turnkey rollout plan, ready-to-send communications, implementation checklists, training resources and scorecards, so your team can execute consistently and confidently.

Your rollout

Six steps from baseline to standard

  1. StartStandardizing electronic invoicing and payments across every marketA turnkey plan to standardize invoicing and collections across every market, with clear roles, step-by-step execution and the tools to track progress from day one.See the full plan
  2. Week 1Baseline and setupBefore your markets can move, you need to know where each one stands, which are leading, which are lagging and what needs to happen first. Get clear on your numbers, confirm ownership and lock in your calendar.Start building
  3. Week 2Kickoff and trainingWhere the program goes from setup to momentum. The corporate sponsor sends the official kickoff communication, markets get trained, the platform gets configured and execution begins.Grab your resources
  4. Weeks 3 to 4Operational standardizationNow the focus shifts to making sure it holds. Weekly market reviews, exception log tracking and champion markets supporting the ones still ramping up. This is the consistent work that turns a new policy into standard operating procedure.Review your process
  5. Months 2 to 5Execution and reinforcementMonthly corporate scorecard reviews keep progress visible and markets accountable. Champion markets keep mentoring the ones behind, and targeted advertiser outreach moves the remaining check payers to electronic.Stay on track
  6. Month 6Stabilize and lock the ongoing cadenceConfirm ongoing ownership, document final standards and exception rules, and archive completed checklists for future staff onboarding. Lock in the reporting cadence that keeps results visible, then recognize the markets that led the way.Lock it in
Resource library

Every Launch Kit file in one place

Templates, checklists, the standards guide and the scorecard. Each step page tells you when to use them.

PayNow seller toolkit for AEsTemplates, conversation scripts and white-labeled advertiser handouts
PDFProgram in a nutshellThe whole program on one page.PPTXInternal communication templatesKickoff Templates A and B, plus Template D for monthly progress updates.PPTXAE template: Letter for electronic invoicingChange the highlighted areas to your name and action items.PDFAE: Business account formSend it as an attachment with the letter.PDFPlatform and workflow setup checklistAlso your implementation checklist: the weekly review anchor and system of record for exceptions.PDFPayNow Electronic Payment Standards GuideThe four non-negotiables, payment flow, portal map, outreach phases and DSO reporting framework.PNGMarket scorecard (example)Your CSM provides your scorecard. Review it monthly and track it weekly.