When Michael Moore, managing partner at SimpleHome LLC in Birmingham, AL, started using the new D-Tools Payments feature recently, little did he know it would dramatically improve his entire payment-processing system. The results in terms of saving time and money as well as reducing confusion among clients have been immense:
- Payments are now easier and “more natural” for clients by eliminating multiple emails
- It has eliminated Moore’s time spent creating invoices in QuickBooks
- The amount of time Moore spent chasing down payments by checks and hurrying them to the bank has been greatly reduced
- Clients are paying via ACH more often than they previously were due to D-Tools Payments making that option the default, eliminating fees that Moore would have otherwise been paying for credit card processing.
The bottom-line results for SimpleHome LLC from all those changes are more time, faster payment, and less-confused customers. D-Tools Payments is a fully embedded solution for managing and collecting payments directly within D-Tools Cloud. It provides a secure, seamless user experience, transparent transaction fees, and fast ACH processing, along with embedded financial reporting to track payments from invoice to bank deposit.
“In the past, using QuickBooks online, the process for sending invoices was kind of clunky both for me as well as for our clients,” admits Moore.
His previous process relied on sending an invoice via a second email to the client, who then had to understand that the invoice was connected to the previously sent proposal. With D-Tools Payments, the payments request appears immediately after the client accepts the proposal in the same communication.
“They understand that they have accepted the proposal… now it’s time to pay. So, we are excited about the expedited process and the more natural progression of the project than the process we had to follow in the past,” adds Moore.
Another beneficial result SimpleHome experienced from using D-Tools Payments is that more customers now pay via ACH versus credit card or check, saving the company time physically depositing checks and money not paying credit-card merchant fees.
“Having a more streamlined process with D-Tools Cloud Payments, we are getting our money faster… sometimes days, sometimes weeks. It is making a difference,” adds Moore.
