Build around how you bill
A consultant billing by milestone may need a different process from a firm collecting a monthly service fee. Discuss when invoices go out, who follows up and what clients find difficult about paying today.
PROFESSIONAL SERVICES
Payment solutions for professional services
Make payment collection part of a clear client experience, whether you bill by project, invoice or an ongoing engagement.
Request an introductory consultationWhat should your payment setup do?
Professional-services payment workflows often center on invoices, payment links and recurring billing. The right setup depends on your engagement terms, client payment preferences and accounting process.
Keep the client experience straightforward
Consider how clients receive a payment request, which payment methods they can use and how they get confirmation. The payment step should be understandable without requiring your team to explain it on every invoice.
Understand accounting and reporting needs
Before choosing an integration, identify the records that need to match: invoices, customer accounts, payment status or deposits. Different connections support different tasks, and additional software charges may apply.
Respect industry-specific requirements
Some professions have special rules around retainers, client funds or account handling. Those requirements should be reviewed with the relevant professional adviser and provider before selecting or configuring a payment workflow.
QUESTIONS TO START WITH
A little clarity before you decide.
Can I collect recurring service payments?
Recurring billing may be available through a suitable solution. Authorization, payment schedules, cancellation handling and the specific system need to be reviewed before setup.
Should I offer cards, bank payments or both?
Compare client preferences, costs and the timing of your invoices. There is no single best payment method for every firm or engagement.
Can this work for a law or accounting firm?
Your workflow and any profession-specific requirements need to be discussed first. Available tools should be evaluated against the firm’s actual account-handling and software requirements.
Let’s talk about your business.
Work directly with Amanda Fischer to explore your payment options and the next steps that fit your needs.
Request an introductory consultation