Using Client's ACH payment portal Vs Jobber Payments

Question

One of our monthly recurring commercial window cleaning clients wants to pay using their corporate ACH payment portal rather than with their card on file with us. We've been serving them for about 3 years, automatically collecting payment with Jobber payments, but now they want to switch to their corporate system. This will also require sign off every time we come from a manager. We offered to have them use our ACH payment system via Jobber, but they want every vendor on their system. I'll be honest, I don't like it. It's a hassle and we lose all control over the payment process, and it'll slow our team down a little having to check in every time we come out. That said, it's a smaller job and doesn't make a huge impact on us.

Have others run into a scenario like this? If so, how did you handle it? Thanks!

ryaantuttle · Answer

If companies don't fit within our systems &amp; processes, we don't make exceptions for them. Sticking to your company policies is paramount. Over time, it can start to spiral out of control when you're dealing with 365 days a year.

theprocessceo · Answer

We do have a select number of clients that simply cannot follow our payment policies due to their corporate policies. As long as payment terms are set in advance and agreed upon contractually you should be fine. We break process for example with deposits. Some government contracts can’t pay us the deposit. It’s fine with us but we agree in advance on the actual payment terms. Hope this helps!&nbsp;

kyle_klevjer · Answer

Thank you for your reply and advice, Ryaan.&nbsp;

kyle_klevjer · Answer

Thank you, that’s helpful!

kyle_klevjer · Answer

I spoke with the property manager. They have a corporate policy that keeps them from keeping cards on file with vendors. Because this is a fun job that our technicians enjoy doing and even competing on, and because we hit our charge rate consistently I opted to work with them and their ACH payment process.
Thanks everyone for your input.
~Kyle

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Using Client's ACH payment portal Vs Jobber Payments

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