Clients Receiving ACH Discount, that I keep on File in Quickbooks:
- Toot's
- I Fratelli
- Tony Packo's
Clients That Pay by Credit Card, that I keep on File in Quickbooks:
- The Assembly
All Other Clients are Self Pay
While they may pay us via ACH, they initiate the payment.
Step #1: Make the invoice
If paying via ACH:
Below is how I customize the billing email to them:
I've attached the invoice for the shops that took place this past month, which includes the 1% discount for allowing us to process via ACH. Since we already have your information on file, you can expect to see a charge within the next 1-2 business days.
Thank you for your business!
Julie Simbro
https://www.loom.com/share/150042853b624d2dae5bce395a5a5bb9
If paying via Credit Card:
Below is how I customize the billing email to them:
I've attached the invoice for the shops that took place this past month. Since we already have your credit card information on file, you can expect to see a charge within the next 1-2 business days.
Thank you for your business!
Julie Simbro
President & Corporate Cheerleader
ACE + Mystery Shopping
www.ACEMysteryShopping.com
Step Two: Receive Payment:1 Business Day Later
Example #1: Receiving Payments with a Credit Card on File
(insert video here)
Example #2: Receiving Payments with ACH on File
