Identity Verification, Bank Info and Payouts

To manage your identity, bank account details or check on the status of your payouts you may choose between two payment processing platforms, CardConnect and Stripe. Stripe is recommended for new businesses because of easier and faster setup but if you are processing over $5k/month it is recommended to choose CardConnect because of better rates, next day funding, easier account reconciliation and dedicated account manager.

Credit card processing platforms

To connect your account with Stripe please follow the following steps: . You may not use an email address already associated with Stripe.

To connect your account with CardConnect, please fill out the following interest form: After submitting the form, a dedicated account manager will contact you related to a custom quote.

Card Connect Interest Form

Billing Option

Per Cleanup Postpaid Billing Option enables you to bill clients after regular services are completed. Postpaid clients are billed for the total number of cleanups within their billing period multiplied by the cleanup price. Total bill may differ from one billing period to another but prorating services and billing skipped cleanups is automated.

Fixed Price Prepaid Billing Option enables you to invoice clients before regular services are completed. Prepaid clients are billed a fixed price at the start of each billing period independent of the number of cleanups completed during the upcoming period. With the prepaid billing, you receive money in advance but it requires more manual work with prorating services and issuing credits for any changes during the billing period (Example: Dog died, increased cleanup frequency).

You have to choose one default billing option but you may also use different options for multiple clients. For example, you may use monthly postpaid billing by default and offer clients to pay 1 year in advance using prepaid billing option.

Changes to your default billing option only affect new client subscriptions.

Billing Interval

You may bill your clients using different billing intervals. The simplest and the most common billing interval is monthly (prepaid or postpaid) but daily (after each cleanup), weekly, every 4 weeks, quarterly, semi-annual and annual billing intervals are commonly used as well.

You have to choose one default billing interval, but you may use any billing interval for different clients. For example, you may offer the monthly interval to current clients and sign up new clients using the daily billing interval.

Changes to your default billing interval only affect new client subscriptions.

Sales Tax 

If you are required to collect a sales tax, please enter it within Employee Portal > Settings > Billing.

If you have clients living in multiple tax zones, you may specify different tax zones using zip codes.

If you have clients with different taxes within the same zip codes, you may additionally specify tax rate per client within client details.

If you are required to collect different sales taxes for services and products, you may enter those in different fields.

After you modify the default sales tax rate for services, all affected client subscriptions will be automatically cancelled and new ones created. Change of default product sales tax does not affect client subscriptions.

If you have multiple sales tax zones, you may set a specific tax zone as a default. All new clients will have sales tax from the default zone and you would only need to update it on a client level for those clients that are located in a different tax zone.

Onboarding Price Display 

You may choose how to display your pricing on your client onboarding form. You may display your prices per cleanup or per default billing interval.

Start of Billing Cycle

You may charge your clients on the same date every month or on an ongoing basis. The most popular start of the billing cycle is the 1st of the month. With the 1st of the month start of the billing cycle, prepaid clients are billed for the current month and postpaid clients are billed for all cleanups completed during the previous month.

Rolling basis is an option to start the billing cycle as soon as clients start their service. For example, a client who starts their service on the 27th of the month will always receive their invoice on the 27th of each month assuming he or she uses the monthly billing interval. Rolling basis has its advantages as it improves cashflow and there is no need to prorate the first month of service but it requires you to be very organized and finalize invoices over the entire month instead of just 1-2 days.

You may find more info about rolling basis start of billing cycle in the following tutorial: Rolling Basis as Start of Billing Cycle

The start of the billing cycle settings are ignored if you use Daily, Weekly, Every Other Week or Every Four Weeks billing interval.

Changes to the start of the billing cycle only affect new client subscriptions.

Net Terms

You may give clients extra time to make a payment using the NET terms. By default, account NET terms are NET0 which means that payment is due upon receipt. If there is a credit card on file, the app will collect a payment for an open invoice in 1 hour after the invoice is finalized. For pay by check clients it makes sense to set higher NET terms. If you give some clients an option to pay on a certain date of the month, then NET terms is a viable option and you may set custom NET preferences within the client details page.

Changes to the net terms affect invoices and will apply automatically to all future invoices.

Email Invoices

All finalized invoices are emailed to your clients by default at the time of your approval. If you do not wish to automatically email a copy of finalized invoices, please set Email Invoices to NO.

You may also override this option within client details. For example, don’t send a copy of approved invoices except particular clients.

Invoice Email Note to Clients

Invoice email body is automatically generated but you may add a custom message to your invoice emails. You may add different messages for residential and for commercial clients.

Invoice PDF Note to Clients

You may add a custom message to your invoice PDFs or you may hide the footer within the invoice PDF. Custom notes for residential and commercial clients are set separately.

Skipped Cleanups

If you use the per cleanup postpaid billing option and you bill clients for skipped cleanups, you could have billable skipped cleanups automatically added to your invoices at the end of the billing cycle. There are separate skip reasons for residential and commercial clients.