Learn how to seamlessly transition all outstanding payments, existing invoices and customers into ROH.
Upload bulk payments
Upload your in-process invoices and outstanding collections on existing events and we will automatically upload these to your existing client portal. We can process files from Excel, Quickbooks, Delphi, or Triple Seat.
To upload files, please use the unique URL sent to you in onboarding. If you need assistance in finding that unique URL, please contact us.
Dashboard for existing clients
Invoices uploaded in bulk will be auto-generated in a separate admin dashboard titled "Existing Clients". This will allow you to manage existing clients separate from new clients until all of your new clientele has been transitioned to ROH.
Branded client communication
Carats & Cake provides email templates with recommended language to use to let your clients know about your new payment and contract process.
Customized reporting
ROH will send you a weekly report to remind you of upcoming invoices, as well as other data insights into your invoice and payment collections.