Do you use QuickBooks for your accounting software? Now you can eliminate those tiresome manual entries and sync transactions, customers, invoices, and payments from your Project 2 Payment account in minutes! In addition to saving you precious time, the integration eliminates the chance of human error to keep your business running smoothly.
Once you connect your QuickBooks account in Settings, all you have to do is hit the Sync button anytime you want to send data over!
Project 2 Payment now supports surcharging, which allows you to add a percentage based fee to all credit card transactions to offset some of your processing costs and expenses. The feature is included in your subscription at no additional cost, but you will need to email firstname.lastname@example.org and request to have it enabled in your portal. Once you see the option in your Settings, you decide if and when you want to turn it on. You can also quickly disable it if you change your mind later.
Surcharging is complicated and it is extremely important to do your research. The card brands have very strict guidelines, but any state and/or local laws around surcharging supersede card brand rules. Click here to learn more and don't forget to follow our blog.
We just made taking payments in person even easier! Simply pull up the invoice, click the Show QR button. and present your screen. For those that prefer paper, the code also appears on printed invoices so customers can still quickly scan and pay without heading back to the computer.
Need to take a quick payment in person without generating a quote, project, or invoice? Simply head to the Take Payment tab and hit the Quick QR button. Type in an amount, generate, and show so your customer can scan to pay.
Invoice terms and payment reminders
Now you can set invoice terms in your business settings that will automatically assign due dates on all invoices. Once that is done, you can turn on reminders that email your customer one week and 3 days prior to the invoice due date. Another email is also sent on the due date. Past due invoice reminders can also be enabled so you don't have to spend your time chasing payments.
Redesigned workflow for estimates and projects
The steps are still the same for creating new estimates and new projects, but now you don't have to keep scrolling through one long page. We split it into two screens.
This created a new flow that is much cleaner and less overwhelming. It was a huge enhancement for those who use Project 2 Payment on a mobile device.
Promote customer feedback
Now you can add a Write a Review button to receipts that takes customers to your existing business review website to post a review!
Online reviews help to build trust and credibility. When customers are happy with your work, they want to help your business grow by sharing their experience with others. These recommendations are the first thing potential customers look for when doing their research.
Reduce scheduling issues and missed service calls by sending your customers reminders before and the day of a project. The alerts help to confirm appointment details so there is no confusion as to when the work will be done and it gives customers a way to quick reach out if they need to reschedule.