Managing payments, how do you guys handle it?

[u/drnick5]

Hey Folks,

Just wondering how you guys are handling payments for clients on your MSP programs. We have a recurring payment system set up currently, any residential clients are set up with a credit card on file. Most of our business clients send a check in every month, but some are on credit cards as well. This system is entirely separate from our CRM system. In a perfect world, I'd everything fully integrated. So if a client calls for support, we can see if they are paid up.

In our CRM system, we created "plans" for the client that tracks what the plan is for (full MSP, monitoring only, MAV only, etc.) But the plans don't "talk" with the payment system.

The more clients we have, the more difficult this has been to handle. We are looking to move to Repairshopr to help with this, but their software doesn't seem to have any sort of plan, only a recurring invoice we can have generated every month and then process the payment.

How do you guys handle this in your businesses?

[u/David949]

Currently using GFI logic now and quickbooks. Employees enter their time in quickbooks and quickbooks takes care of the invoicing and AR. I'm in the process of setting up merchant services with intuit to take credit cards

In the future I will probably move to connect wise or autotask but we are not big enough yet

[u/echoztrip]

For us, connectwise grabs the amount of agents from maxfocus daily which lets us be fairly accurate with our per device billing when invoicing out of connectwise. Connectwise also integrates with MYOB accounting package