Customer use cases

Teams that collectdifferently.

See how lenders, agencies, contractors, healthcare suppliers, and platforms turn everyday customer conversations into payable Mascot Bill workflows.

Create account Talk to sales

Regional lenderCase 01

A lending team uses Mascot Bill to publish business-loan applications, collect supporting documents, track borrower status, and send approved applicants into payment-ready workflows.

How they use it

Application link sent, borrower evidence received, reviewer assigns status, and offer follow-up queued.

42%

fewer incomplete applications

3.1x

faster review handoff

1 desk

for intake and follow-up

Northline moved borrower intake from email threads into one review queue.

SME LoansBank contextDecision desk

"The team stopped chasing files across inboxes. Every applicant now lands in the same operating view."

Brand agencyCase 02

The agency uses hosted payment links and invoice checkout pages to collect retainers before kickoff, invoice after milestones, and follow up on overdue balances.

How they use it

Retainer link created, client pays deposit, milestone invoice sent, and receipt and reminder tracked.

68%

of retainers paid same day

open invoices monitored

5 min

to send a client page

Vela collects retainers, milestone invoices, and rush balances without breaking client flow.

Payment LinksInvoice CheckoutMessages

"Our producers can collect without becoming finance admins. The client gets one clean page."

Contractor networkCase 03

Field coordinators send pre-authorization pages for site visits, deposits for materials, and invoice checkout links for completed milestones.

How they use it

Job estimate approved, customer authorizes card, work completed, and final charge captured.

$84k

approved before dispatch

capture-ready jobs

spreadsheet handoffs

HarborBuild captures deposits and card approvals before crews arrive on site.

Pre-AuthorizationInvoice CheckoutPayment Links

"Dispatch can see which jobs are funded before assigning crews. That changed our weekly schedule planning."

Healthcare supplierCase 04

Support reps create payment links while speaking with customers, send invoice checkout for repeat orders, and keep receipts attached to each balance.

How they use it

Rep creates link, customer receives checkout, payment status updates, and receipt lands in record.

31%

fewer unpaid balances

2.4k

monthly payment pages

24/7

customer checkout access

Crescent turns phone orders and outstanding balances into secure payment pages.

Payment LinksInvoicesReceipts

"Customers can pay from the link instead of reading card details over the phone."

B2B logistics platformCase 05

The platform uses API access to create hosted checkout URLs, receive webhook events, and sync payment status back into its own customer dashboard.

How they use it

API creates workflow, hosted page opens, webhook posts event, and atlas dashboard updates.

8.7k

workflow events synced

126

customer workspaces

99.9%

status visibility target

Atlas embeds Mascot Bill workflows inside its carrier management product.

API AccessWebhooksHosted URLs

"Mascot Bill handles the payment operation while our product stays the customer system of record."

Build your version

Bring your own customer motion into Mascot Bill.

Start with the use case closest to your company: lending intake, agency retainers, contractor approvals, phone-order collections, or embedded payment workflows.

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