Forum Discussion

Jobber Ambassador

1 month ago

What % of your clients are still on credit cards and what’s your ACH conversion plan?

I know this is just "the price of doing business", but paying over $37k in processing fees last year was a sight to see. We are currently working on a campaign to switch recurring clients to ACH bank...

HUGEHandyman

Jobber Ambassador

1 month ago

I wouldn't recommend doing it like this because it syncs to quickbooks weird. What I do is set up different quote templates and have it as a line item. Then you can remove it whenever you need to on the final invoice

ApexFire2021

Contributor 2

1 month ago

That's what we have been doing as well and it has helped a ton. Crazy how much some clients are cool paying as the processing fee to get points, but more power to them!