MSPs and their clients like to have as many options as possible when it comes to IT solutions, so why should payments be any different? With the Payment Methods and Payment Terms features, you can add payment methods and schedules of your choice apart from what’s already available, so you and your clients have more flexibility over how and when you’re paid.
With the Payment Methods option, you can
Add and remove payment options on top of the default ones (credit or debit card payments, bank transfer, direct debit, and cheque).
Map Payment Methods in SuperOps.ai with Payment Methods in the integrated bookkeeping solution (QuickBooks or Xero).
Set a global default payment method and modify it for specific clients (if required).
Choose a payment method on the invoice when marking it as paid.
Add a reference number to each payment, which will be synced with the integrated bookkeeping solution.
To add (or remove) a new payment method
Go to Settings in your SuperOps.ai account.
Under Contract and Billing, go to Invoice Settings.
In the Invoice Payment section of the form, you’ll find Payment Method. The drop-down shows the list of payment methods already available.
Click Configure payment methods to add a new payment method.
You can remove a payment method by clicking on the bin icon next to each payment method.
To set up new Payment Terms
Go to Payment Terms in the Invoice payment section.
The drop-down menu shows the payment terms that are already available.
Click Configure payment terms from the menu and add the new payment term.
To map the new payment method with QuickBooks (Desktop and Online)/Xero
Go to the QuickBooks/Xero integration.
Under the Payments section, choose the QuickBooks/Xero payment method you want the new payment method to be mapped to.
Select the new SuperOps.ai payment method from the drop-down menu against the chosen QuickBooks/Xero payment method, and click Create.
To modify payment methods for a client
Sometimes, a client might be unable to pay you through the payment method you set up globally. In such cases, you can change the payment method just for that client (or specific clients). To do that,
Go to the client whose payment method you want to change.
Under the Invoices tab, select the desired payment method from the drop-down menu.
To choose the payment method on the invoice when marking it as paid and add a reference number to the payment
Click the vertical dotted line, click mark as paid, and choose the payment method from the drop-down menu. You can also add a reference number to each payment, which will be reflected in your bookkeeping tool.
