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Payments

Get paid online, without the chasing.

Online payments and invoices that match the job, connected to your CRM so you always know what has been paid.

The problem

Getting paid should not be the hardest part of the job.

The work is done. The money is still on its way.

Invoices done at night

Paperwork waits until the work is finished and the day is over.

Payments that are hard to match

A transfer arrives with the wrong reference and someone has to work out what it was for.

Chasing by phone

Overdue amounts are followed up by hand, if anyone remembers.

What we build

Make paying you the easy part.

Online payments make it simple for customers to pay and simple for you to see who has. Invoices match the job, and reminders go out before anything is overdue.

  • Online payments on your site and invoices
  • Invoicing that matches each job
  • Payment gateway set-up
  • Deposits and progress payments
  • Payment reminders

Payments, set up properly.

01

Online payments

Card and online payments on your website, invoices and booking pages.

02

Invoicing

Invoices generated from the job, with the right details every time.

03

Gateway set-up

The payment gateway configured, tested and connected.

How it connects

Payments recorded where the rest of the job lives.

When a customer pays, the CRM knows. Deposits can confirm a booking, and reminders can go out before a payment is due. No more checking the bank and updating a spreadsheet.

  • Payments recorded on the customer
  • Deposits that confirm bookings
  • Automatic payment reminders
  • Reports on what is outstanding
How it works

From first call to a working system.

Step 1

Review

We look at how you invoice and get paid today.

Step 2

Set up

We configure the gateway, invoices and payment pages.

Step 3

Connect

We connect payments to your CRM, bookings and reminders.

Step 4

Support

We look after it and make changes as you need them.

What you can count on.

Before we start

We look at how you get paid now.

  • How you invoice and take payment today, reviewed
  • A gateway recommended for how you sell
  • A written scope and price

While we build

Tested before anyone pays.

  • Payment pages tested end to end
  • Deposits and progress payments set up the way you charge
  • Payments recorded on the customer automatically

After launch

Fewer things to chase.

  • Reminders before payments are due
  • A clear view of what is outstanding
  • Changes when your pricing changes
Questions

Common questions.

Which payment providers do you work with?

We work with the common payment gateways and recommend one based on how you sell.

Can customers pay deposits online?

Yes. Deposits and progress payments can be taken online and recorded automatically.

Are card details stored on our website?

No. Card payments are handled by the payment gateway, so card details are not kept on your website or in your CRM.

Does this replace our accounting software?

No. It sits alongside it. We can connect payments to your accounts where that helps.

Talk to us about payments. We will tell you what we would build first.

What happens next

  1. Book a 30 minute callPick a time that suits you.
  2. We map how the business runsWhat you use today, and where time goes.
  3. You get a planWhat we'd build first, and what it involves.
A 30 minute call with JeraldNo preparation neededAustralia, New Zealand, United States, Canada
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