[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text]****This blog piece is from one of ConnectBooster’s newest contributors, Paul Nebb. Learn more about Paul below.***

My team wasn’t new to payment processing when I took a peer’s advice three years ago and switched to ConnectBooster. We had a program that would charge clients’ credit cards at the appropriate time, with an extension that imported information back into our QuickBooks system.

And it worked okay ̶ that is until our customers needed to make changes. And, as every MSP knows, there are always changes. The biggest problem we encountered was when a client added a new employee and needed to increase licenses or user logins for cloud services. For example, if a customer had five Office 365 seats and wanted us to bump them up to six, we would have to go back to the website of our payment processor and update the contract twice.

The first was to input a proration period and the second was to adjust all the months going forward. We rarely had the time or determination to make those changes fast enough and would end up losing money. Those manual steps may not seem like they would require a significant effort, but busy MSPs often have higher priorities when those types of change requests come in.

Service comes first. It was easier to take those small financial hits than to keep our clients waiting. But those lost dollars add up over time.

That wasn’t the only issue with our former payments processing system. Every time we received a settlement report, we would have to go through them slowly and match up credit card numbers with the invoice totals to see which customers paid, and for which projects or services. It was very easy to credit the wrong client for paying their bills. We just overlooked some who hadn’t been paid us in a couple of months

I wasn’t always able to stay on top of our accounts receivable ̶ at least not as much as I would have liked to have been with our credit card customers. Money was falling through the cracks. One time I found out we hadn’t billed a client for some our services for more than eight months. It’s never a pleasant conversation when you inform clients that they owe large sums of money that long after the date those services were delivered.

We worked harder using our old payment processor and had those occasionally uncomfortable discussions to recoup money our system missed. In many cases, we never noticed invoice issues until we ran into a relationship problem with a customer and did an account review, only to find out we hadn’t processed one or more of their payments. Going back to get more money from clients in those situations makes a difficult situation even worse. Chances are, they will think even less of your company and how it operates, and no MSP wants those headaches.

Take the Advice of MSP Friends

I credit my friend and fellow IT professional Angel Rojas for showing me the light. He told me ConnectBooster would alleviate many of the billing and collections issues we were experiencing, and I’ve been happy ever since. I’m no longer sitting around on Saturday mornings inputting credit card information and reconciling settlement reports with bank deposits.

The ConnectBooster team completed the integration with our QuickBooks as part if our onboarding process. They took care of all the heavy lifting, connecting the systems and importing the bulk of billing data, and the process for adding in credit card and banking information was simple.

Now it’s like clockwork. Information flows between ConnectBooster, QuickBooks, and Autotask. All the double entry we needed to do on the old system is a thing of the past. Consider how much time you can recoup from automation, not to mention the potential merchant processing savings. When you add it all up, ConnectBooster pays for itself.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1510592555139{padding-top: 35px !important;padding-bottom: 35px !important;}”][vc_column width=”1/3″][vc_single_image image=”12283″ img_size=”medium” qode_css_animation=””][/vc_column][vc_column width=”2/3″][vc_column_text]

About Paul Nebb

Paul is the CEO of Titan Technologies, who enable businesses to prosper through technology services in New Jersey. As CEO, Paul spends most of his time working with small to medium sized businesses eliminate all the hassle, waste and headaches of all things digital in their office.

He also spends time as an author, and has published a book titled The Secret to Finding Honest, Competent, Responsive IT Services. Paul wrote the book as a small-business owner’s guide to finding a professional, competent, honest, considerate, on-time, fairly priced and dependable technology consultant.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_empty_space height=”15px”][/vc_column][/vc_row]