<h2><strong>Challenge</strong></h2>
<h3><strong>Rising Payment Costs and Operational Complexity</strong></h3>
<p>FocusPlanIT struggled with a payment processor that had become increasingly expensive and inefficient to manage. Credit card processing fees continued to rise, creating a growing impact on the company’s financials.</p>
<p>At the same time, the platform required multiple portals and extra steps to complete routine payment tasks, slowing down financial operations and adding unnecessary complexity for the team.</p>


<h3><strong>Escalating Credit Card Processing Costs</strong></h3>
<p>A large percentage of FocusPlanIT’s clients prefer to pay by credit card, which meant processing fees quickly accumulated. With the previous provider, there was no simple way to pass those fees on to clients without significant manual work.</p>
<p>This left the business absorbing growing costs month after month. When the provider announced yet another price increase during contract renewal discussions, it became clear that a new solution was necessary.</p>


<h3><strong>Inefficient Payment Workflows</strong></h3>
<p>Operational complexity created additional friction for the team. Issuing refunds required logging into separate systems and sorting through confusing transaction records. What should have been a quick task often became a multi-step process, adding unnecessary time to routine payment management.</p>


<h3><strong>Inconsistent Cash Flow Timing</strong></h3>
<p>Payment payouts were inconsistent, with some transactions settling in three days and others taking five or seven. This lack of consistency made cash flow difficult to predict. The system also lacked the flexibility to adjust payout timing when faster access to funds was needed.</p>


<h2><strong>Solution</strong></h2>
<h3><strong>A Simpler and More Flexible Payment Platform</strong></h3>
<p>FocusPlanIT implemented Alternative Payments to reduce processing costs, simplify payment operations, and create a better experience for both the team and its clients.</p>
<p>From onboarding through daily use, the platform introduced a cleaner interface, streamlined workflows, and clearer financial visibility.</p>


<h3><strong>Smooth Onboarding and Client Transition</strong></h3>
<p>One of the main priorities was ensuring the transition would be smooth for clients. Payment details needed to be updated and a new portal introduced, making clear communication essential.</p>
<p>Alternative Payments provided a structured onboarding process, clear documentation, and a ready-to-use client communication template. Clients were simply notified about the new portal and prompted to enter their updated payment information.</p>
<p>The transition was completed smoothly, with no negative feedback from clients.</p>


<h3><strong>Passing Credit Card Fees to Clients</strong></h3>
<p>Alternative Payments made it easy to pass credit card processing fees to clients, helping FocusPlanIT reduce operational costs without adding complexity to billing.</p>
<p>The platform also provides the flexibility to enable or disable fee pass-through for specific clients, giving the team greater control over how fees are applied.</p>


<h3><strong>Real-Time Payment Insights and Automation<br />
</strong></h3>
<p>Alternative Payments introduced greater visibility into financial metrics through its Insights dashboard. Instead of manually searching through multiple systems for payment data, the team can now view metrics such as payment timing, transaction volume, and invoice activity at a glance.</p>
<p>Automation features like auto-pay rules and email notifications streamline accounts receivable management, reducing the time spent chasing payments and allowing the team to focus more on their clients.</p>


Bill Black

<h2><strong>Results</strong></h2>
<h3><strong>L</strong><strong>ower Costs, Better Visibility, and Simpler Payments</strong></h3>
<p>Since implementing Alternative Payments, FocusPlanIT has significantly improved the way it manages billing and collections. By simplifying processes and improving financial visibility, the platform has reduced operational friction while giving the company better control over payment operations.</p>
<p>The transition not only helped lower processing costs but also made daily payment tasks faster and easier for the team.</p>
<ul>
<li aria-level="1">Reduced credit card processing costs by passing fees to clients</li>
<li aria-level="1">Improved visibility into payment metrics and transaction data</li>
<li aria-level="1">Faster and simpler refund and payment management workflows</li>
<li aria-level="1">Flexible payout timing to support cash flow needs</li>
</ul>


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Managed Services

FocusPlanIT

<h2><strong>Challenge</strong></h2>
<h3><strong>Improving Cash Flow and Reducing Administrative Burden</strong></h3>
<p>Foundations Accounting spent substantial time managing collections, verifying deposits, and navigating QuickBooks Online’s limited automation capabilities. Manual processes created unnecessary friction for both the firm and its clients.</p>


<h3><strong>Manual Collections and Payment Verification</strong></h3>
<p>Collections were one of the company’s biggest operational headaches. The team had to manually confirm deposited sales receipts and reconcile transactions in QuickBooks Online, adding extra administrative work and increasing the risk of missed payments. Cash flow delays were common, often because clients forgot to pay or overlooked invoices.</p>


<h3><strong>High Credit Card Processing Costs</strong></h3>
<p>Clients were paying significant transaction fees through providers like Stripe and QuickBooks Payments. Per-transaction pricing made it difficult to accurately forecast costs. Over time, these fees added up quickly, costing some clients thousands of dollars per month.</p>


<h3><strong>Time Intensive Month End Close</strong></h3>
<p>The firm’s month end close process required manual invoice creation, double checking deposits, and additional administrative oversight. This consumed valuable team time that could have been spent on higher value advisory services. The administrative workload limited scalability and operational efficiency.</p>


<h2><strong>Solution</strong></h2>
<h3><strong>Automating Payments and Streamlining Cash Flow</strong></h3>
<p>Alternative Payments became an integral part of Foundations Accounting’s workflow. By integrating directly with QuickBooks Online as the source of truth, the platform eliminated manual follow up steps and reduced time spent verifying deposits.</p>


<h3><strong>Automated ACH and Recurring Payments</strong></h3>
<p>Foundations Accounting prioritizes enrolling clients in automatic ACH payments. With autopay enabled, invoices are collected automatically, improving predictability and eliminating the need to chase payments. Clients receive customized payment notifications, and the firm can configure service disruption warnings to encourage timely payment. On the first of each month, payments are processed without manual intervention, significantly improving cash flow consistency.</p>


<h3><strong>Flat Fee Pricing and Cost Savings</strong></h3>
<p>The flat fee ACH model created immediate savings for clients. Compared to per-transaction processors, the difference amounted to thousands of dollars per month for some businesses. The predictable cost structure allows clients to forecast more accurately and reinvest savings into growth. Additionally, credit card fees can be passed through to end customers, further reducing expenses.</p>


<h3><strong>Centralized Client Management and Collections Support</strong></h3>
<p>With all clients accessible through a single console, Stefani can quickly switch between accounts and manage payment activity efficiently. For more difficult accounts, the built in collections agency option removes the burden of researching and managing third party agencies. This additional layer of support simplifies even the most challenging receivables situations.</p>


Stefani Bruce

<h2><strong>Results</strong></h2>
<h3><strong>Stronger Cash Flow, Lower Costs, and Greater Client Retention</strong></h3>
<p>Since implementing Alternative Payments, Foundations Accounting has significantly improved collections speed, reduced administrative workload, and delivered measurable cost savings to clients. Automation has transformed both internal efficiency and client experience.</p>
<ul>
<li aria-level="1">Thousands of dollars saved per month through flat fee ACH processing</li>
<li aria-level="1">Reduced time spent on collections and deposit verification</li>
<li aria-level="1">Improved client retention and “stickiness” through integrated payment workflows</li>
<li aria-level="1">Reduced admin workload, allowing the team to focus on advisory services</li>
</ul>


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Accounting

Foundations Accounting

<h2><strong>Challenge</strong></h2>
<h3><strong>Manual payment processes created risk, inefficiency, and delayed cash flow</strong></h3>
<p>Before implementing Alternative Payments, NewLife Development’s clients faced major inefficiencies in invoicing, collections, and reconciliation. Many relied on checks or fragmented merchant tools that introduced manual work, errors, and security risks. These outdated processes slowed cash collection and placed unnecessary burden on accounting teams.</p>


<h3><strong>Heavy reliance on checks and manual payment handling</strong></h3>
<p>Clients without a merchant solution were heavily dependent on mailed checks, which frequently arrived late or were misapplied. Check processing was entirely manual and not integrated with accounting systems, increasing the likelihood of data entry errors. In some cases, teams manually entered ACH information directly into bank portals, creating multiple security and compliance risks. These workflows consumed excessive staff time and often triggered downstream collection issues.</p>


<h3><strong>Low adoption and poor usability of existing merchant tools</strong></h3>
<p>Some clients had merchant tools in place, but struggled with low customer adoption due to unfriendly interfaces and clunky workflows. Customers continued mailing checks rather than using the available payment tools. This lack of buy-in prevented teams from realizing the full benefits of automation and integration. As a result, accounting teams were still forced to manage exceptions and manual follow-ups.</p>


<h3><strong>Time-consuming reconciliation and unclear payment visibility</strong></h3>
<p>Reconciling payments was especially challenging when deposits were not automatically created in the accounting system. Teams often had to manually match dozens or hundreds of individual payments to bank deposits, sometimes logging into payment gateways to identify transactions. Prepayments and incorrect payment amounts further complicated reconciliation and created additional cleanup work. These issues made month-end close more stressful and time-intensive.</p>


<h2><strong>Solution</strong></h2>
<h3><strong>A fully integrated, user-friendly payment solution built for accounting teams</strong></h3>
<p>Alternative Payments provided NewLife Development and its clients with a secure, integrated, and intuitive payment platform. The solution streamlined invoicing, collections, reconciliation, and client onboarding, while reducing manual effort and operational risk. Its flexibility allowed clients to configure workflows that matched their specific business needs.</p>


<h3><strong>Seamless integration and automated deposits</strong></h3>
<p>One of the most impactful features of Alternative Payments was its ability to automatically create deposits directly in the accounting system. Instead of manually matching payments, deposits were generated from undeposited funds, dramatically simplifying reconciliation. This eliminated clearing account confusion and reduced month-end workload. For accounting teams, this automation became a major time saver and reliability boost.</p>


<h3><strong>Improved customer adoption through a friendly UI</strong></h3>
<p>Alternative Payments’ clean and intuitive user interface made it easier for customers to adopt digital payments. Clients could easily enter their own ACH or credit card information and manage autopay settings. This self-service approach reduced errors, improved payment accuracy, and increased on-time collections. As adoption grew, reliance on mailed checks dropped significantly.</p>


<h3><strong>Expanded visibility and collaboration across teams</strong></h3>
<p>The platform enabled broader internal access without adding complexity. Account managers could view real-time payment status, including what was collected, uncollected, or on autopay. This visibility allowed them to proactively support clients and assist with onboarding. As a result, responsibility for collections became more collaborative and informed across teams.</p>


Doreen Gemme

<h2><strong>Results</strong></h2>
<h3><strong>Faster cash flow, less manual work, and greater confidence</strong></h3>
<p>With Alternative Payments, NewLife Development and its clients dramatically improved cash flow and reduced time spent on manual AR tasks. Automated deposits, accurate invoice payments, and streamlined workflows freed accounting teams to focus on higher-value work. The solution delivered both operational efficiency and peace of mind.</p>
<ul>
<li aria-level="1">Faster invoice payments and improved overall cash flow</li>
<li aria-level="1">Significant reduction in manual reconciliation effort</li>
<li aria-level="1">Fewer payment errors and cleaner aging reports</li>
<li aria-level="1">Increased internal and customer adoption of digital payments</li>
</ul>


through automated invoice payments and autopay adoption

Screenshot 2026 02 19 At 10.40.25 AM

NewLife Development LLC

Image (22)

New Life Development

<h2><strong>Challenge</strong></h2>
<h3><strong>Looking to Improve Billing Reliability, Address Workflow Gaps, and Protect Client Relationships</strong></h3>
<p><span style="font-weight: 400;">Bering McKinley previously relied on a long-standing payment setup that increasingly introduced risk instead of reducing it. Fees continued to rise under a pricing model that no longer felt aligned with the value they were getting. More importantly, gaps in the billing workflow allowed critical issues to slip through unnoticed, creating financial exposure and straining both their internal team and their client relationships. When a recurring billing failure resulted in a large unpaid balance and the loss of a client, it became clear that the system itself was a liability.</span></p>


<h3><strong>Recurring Billing Failures Created Financial Risk</strong></h3>
<p><span style="font-weight: 400;">A gap in our previous payment workflow allowed a client to accumulate a significant unpaid balance without triggering alerts or safeguards. This wasn’t caused by human error or a breakdown in our process, it was a system issue that let recurring billing fall through the cracks. When the problem arose, it necessitated an extensive investigation and a series of challenging conversations with the client. Ultimately, the company lost the relationship along with a substantial amount of revenue. One failure was enough to show us just how fragile our setup really was.</span></p>


<h3><strong>Rising Fees Added Financial Pressure Without Added Value</strong></h3>
<p><span style="font-weight: 400;">Over time, the fee structure of our existing payment platform became increasingly difficult to justify. Costs continued to climb without delivering meaningful improvements in reliability, flexibility, or transparency. The pricing model no longer felt aligned with the value we were receiving, especially for a firm that had committed to automated billing for years. As fees increased, our confidence in the platform eroded. It got to a point where it was clear we needed a solution that scaled more fairly and predictably.</span></p>


<h3><strong>Billing Issues Created Stress Across Teams And Client Relationships</strong></h3>
<p><span style="font-weight: 400;">When billing breaks down, the impact goes far beyond accounting. We found ourselves placing internal teams in defensive positions and forcing leadership into uncomfortable conversations with clients. Even isolated issues created anxiety and disrupted otherwise healthy relationships. Time and energy that should have been spent serving clients and growing the business were redirected toward damage control. Over time, the cumulative stress made it clear that billing needed to be a source of stability, not risk.</span></p>


<h2><strong>Solution</strong></h2>
<h3><strong>A More Reliable, Flexible Payment System Designed To Reduce Risk And Stress</strong></h3>
<p>Bering McKinley needed a billing foundation they could rely on, one that reduced complexity and removed common failure points. Alternative Payments provided predictable pricing, safeguards against recurring billing errors, client-friendly financing options, and clearer financial visibility. Just as important, the rollout was quick and well supported, minimizing disruption and giving the team renewed confidence in their billing operations.</p>


<h3><strong>Eliminating Recurring Billing Failure Points</strong></h3>
<p><span style="font-weight: 400;">We evaluated Alternative Payments specifically to make sure the type of recurring billing failure we experienced in the past could not happen again. The system design closed workflow gaps that had previously allowed charges to go unprocessed without detection. With clearer billing logic and tighter controls, our recurring invoices now behave predictably. This significantly reduced the risk of clients accumulating unpaid balances without anyone noticing. Billing is no longer something we worry about, it’s something we trust.</span></p>


<h3><strong>Client-Controlled Financing Without Awkward Conversations </strong></h3>
<p><span style="font-weight: 400;">For larger onboarding fees and substantial consulting engagements, Alternative Payments introduced flexible financing options that our clients can self-select. This removed pressure on both sides by allowing financing decisions to happen without uncomfortable conversations. It also reduced the need for us to absorb cash flow risk internally. Our clients get what they need when they need it, while we maintain financial stability. The result is a healthier, more balanced payment dynamic.</span></p>


<h3><strong>A Seamless Implementation With No Client Disruption</strong></h3>
<p><span style="font-weight: 400;">Despite our initial concerns about migrating sensitive payment data, the transition to Alternative Payments was completed quickly, and we were able to be completely hands-off. The cutover happened within a tight billing window and did not disrupt cash flow or client payments. Our clients never raised complaints, and our internal teams experienced minimal friction. Overall, the implementation was smooth, controlled, and far less disruptive than we ever expected.</span></p>


Josh Peterson

<h2><strong>Results</strong></h2>
<h3><strong>Stronger Cash Flow, Lower Risk, And A Calmer Financial Operation</strong></h3>
<p>With Alternative Payments in place, Bering McKinley significantly improved cash flow predictability while reducing operational risk. Days Sales Outstanding dropped into the four to five day range, reconciliation became simpler, and billing failures were effectively eliminated. These changes removed stress from leadership and accounting while allowing the team to focus on higher-value financial work.</p>


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Bering Mckinley (White Logo)

(1) Customer Story Thumbnail (1)

Business Services

Bering McKinley

<h2><strong>Challenge</strong></h2>
<h3><strong>Looking to Eliminate the Manual Billing Process and Provide More Payment Options</strong></h3>
<p>Virtua Computers struggled with a payment workflow that created unnecessary manual work and inefficiencies. Their previous payment processor did not integrate with their ticketing system, forcing the team to manually match service activity to billable items every month. Clients had limited visibility into their invoices, making it difficult to track and resolve overdue payments. As the company transitioned to a new ticketing platform, the lack of a compatible payment processor highlighted how much time, accuracy, and operational stability they were losing.</p>


<h3><strong>No integration between ticketing and payments</strong></h3>
<p>Before Alternative Payments, manual payment matching and invoice reconciliation ate up nearly 40 extra hours every month. It made billing inconsistent, created room for errors, and caused delays that frustrated both our team and our clients. And when we moved to a new ticketing system, the lack of integration turned all of that into a real operational blocker.</p>


<h3><strong>Client visibility and payment convenience were limited</strong></h3>
<p>The old payment processor created more confusion than clarity for clients. They didn’t have a single, easy place to view invoices, check past payments, or update payment methods. When someone was late, they received a generic notice that didn’t explain what they owed or what to do next, which only added frustration.</p>
<p>For Virtua Computers, this meant unnecessary back and forth just to collect simple payments, slower cash flow, and added stress for both clients and the team. Payment should be straightforward and transparent, because that’s what supports strong client relationships. But the old system did the opposite, making the process harder than it needed to be. A more intuitive, client-friendly solution became essential.</p>


<h3><strong>Time lost on billing prevented focus on higher-priority work</strong></h3>
<p><span style="font-weight: 400;">When your team is stuck chasing payments and reconciling numbers, it pulls focus away from the client work and growth initiatives that actually move your business forward. For smaller teams, every hour spent on manual billing steals time from higher-value work.</span></p>
<p><span style="font-weight: 400;">Without automation, you’re left wondering whether payments were processed correctly or on time, and that worry adds unnecessary stress and eats into your operational bandwidth. Over time, the mental load builds, and it becomes clear that you need a more reliable, automated system to take this off your plate.</span></p>


<h2><strong>Solution</strong></h2>
<h3><strong>A Seamless, Automated Billing System That Removed Manual Work</strong></h3>
<p>Like many service-focused teams, Virtua Computers needed a payment system that eliminated repetitive billing tasks and made life easier for both staff and clients. Alternative Payments delivered a fully integrated workflow tied directly to their Halo ticketing system, with automated invoices, late payment emails, stored payment methods, installment options, and clear client dashboards. The result was a reliable, streamlined process backed by fast, human support that far outperformed their previous providers.</p>


<h3><strong>Seamless Integration with HaloPSA</strong></h3>
<p>Alternative Payments is one of the few processors that integrates directly with HaloPSA, and that alone removes one of the biggest blockers MSPs face. The integration eliminates manual reconciliation and keeps charges accurate and tied to the correct tickets, so recurring billing runs automatically without constant oversight.</p>
<p>Setup is straightforward, even with a fresh dataset, and once the system is configured, new clients sync smoothly without adding extra work to your team.</p>


<h3><strong>Automation That Reduces Late Payments and Administrative Work</strong></h3>
<p>Automatic billing, late payment reminders, and instant notifications can create a major shift in your team’s efficiency. Instead of wondering whether payments went through, you get alerts for every successful or failed transaction. And when a payment method expires, a single automated request prompts the client to update their details instantly.</p>
<p>These simple automations remove hours of manual follow-up each month, while giving clients the transparency and control they expect when managing their own payments.</p>


<h3><strong>Built-in Payment Recovery and Flexible Payment Options</strong></h3>
<p>With built-in payment recovery tools, you can manage overdue invoices internally and escalate non-payments without relying on outside agencies. You also get the flexibility to split payments into installments when clients need support, offering them breathing room without adding extra work to your team. Even if these features aren’t needed often, having them built in provides reassurance and keeps you fully in control of how payments are accepted, processed, and managed.</p>


Justin Esgar

<h2><strong>Results</strong></h2>
<h3><strong>A streamlined billing workflow that saves time, improves cash flow, and elevates client experience.</strong></h3>
<p>Virtua Computers is thrilled to have moved away from a billing process that once demanded hours of manual work each month. With Alternative Payments, the team now runs a fully automated, integrated system that saves more than 40 hours of reconciliation time monthly while giving clients a clearer, more convenient payment experience. These improvements have freed the team to focus on higher-value work and have made cash flow far more predictable.</p>
<ul>
<li>Eliminated 40+ hours per month of manual billing and reconciliation</li>
<li>Reduced late payments with automated reminders and clear client dashboards</li>
<li>Improved payment flexibility with stored payment methods and installment plans</li>
<li>Faster, more reliable payments and full integration with Halo</li>
</ul>


Virtua Computers shares how manual billing and disconnected systems were slowing the team down and creating unnecessary work. Switching to Alternative Payments automated accounts receivable eliminated hours of manual work and made it easier to get paid quickly while delivering a better client experience.

Virtua Computers

Virtua Computers Logo White

<h2><b>How TeamLogic IT – Utah Valley North Streamlined Cash Flow and Boosted Autopay with Alternative Payments</b></h2>
<h3><b>The Challenge: Payment Friction and QuickBooks Issues</b></h3>
<p><span style="font-weight: 400;">Gary Allen, owner of TeamLogic IT – Utah Valley North, was no stranger to the headaches of merchant services. The MSP had been using a system from Kaseya, but it proved to be more trouble than it was worth. &#8220;It had a lot of complexity. It seemed to reset invoicing and caused problems with QuickBooks,&#8221; Gary explained.</span></p>
<p><span style="font-weight: 400;">The recurring glitches slowed down operations and made billing a chore—until Alternative Payments came into the picture.</span></p>
<h3><b>The Switch: Seamless Onboarding and Support</b></h3>
<p><span style="font-weight: 400;">When Alternative Payments partnered with TeamLogic IT nationally, Gary&#8217;s location decided to give the platform a try. &#8220;We have not looked back,&#8221; he said.</span></p>
<p><span style="font-weight: 400;">From day one, the onboarding experience stood out. The Alternative Payments team helped set up bank accounts, provided autopay templates, and walked TeamLogic through a knowledge transfer session that made adoption easy and intuitive.</span></p>
<h3><b>The Transformation: Cash Flow, Autopay, and CEO-Level Support</b></h3>
<p><span style="font-weight: 400;">One of the biggest wins? Cash flow. &#8220;Right now about 40% of our receivables come in the first few days of the billing period. Getting that cash in the bank is awesome,&#8221; Gary said. With the recent addition of next-day ACH settlement, speed is no longer a bottleneck.</span></p>
<p><span style="font-weight: 400;">Autopay adoption is climbing steadily, with a goal of hitting 70% by mid-year. The built-in tools and customer communication templates are making that goal feel within reach.</span></p>
<p><span style="font-weight: 400;">And when something goes wrong? Support delivers. During a holiday weekend, Gary ran into a billing issue—and got a direct call from Alternative Payments CEO Baxter to resolve it. &#8220;I don’t know how many other companies have their CEO call to fix a problem. It doesn’t get better than that.&#8221;</span></p>
<h3><b>The Outcome: Loyalty and Long-Term Stickiness</b></h3>
<p><span style="font-weight: 400;">Despite receiving three to four pitches each month from competing payment processors, Gary isn’t interested. &#8220;Once you get things set up on autopay, it makes Alternative Payments very sticky. I’m not going to contact my clients to tell them we’re switching again unless I have a serious reason.&#8221;</span></p>
<h3><b>Final Word</b></h3>
<p><span style="font-weight: 400;">For Gary and the Utah Valley North team, Alternative Payments has delivered exactly what MSPs need: fast cash flow, a clean customer experience, and hands-on support that scales.</span></p>
<p><span style="font-weight: 400;">&#8220;We’re just scratching the surface of what the platform can do,&#8221; Gary said. &#8220;But what we’ve seen so far has made a real difference.&#8221;</span></p>
<hr />
<p><b>About TeamLogic IT – Utah Valley North</b><b><br />
</b><span style="font-weight: 400;">TeamLogic IT – Utah Valley North is a locally owned franchise based in Pleasant Grove, Utah. Led by Gary Allen, the team provides managed IT services and strategic tech consulting to businesses throughout the region. As part of a national network of 250+ locations, they blend personal service with enterprise-grade expertise.</span></p>


TeamLogic IT Color Logo

TeamLogic IT White Logo

Gary Allen

TeamLogic IT - Utah Valley North

ECX Systems

Jennifer Daniel

ECX Systems With Jennifer Daniel

ECX Systems - Jennifer Daniel, CFO

Keith Willis

ECX Systems With Keith Willis

ECX Systems - Keith Willis, CEO

Contango Color Logo

Contango White Logo

Jack Foley + Mike Sweeny

Contango + Alternative

Contango

Color Simple Communications Logo

White Simple Communications Logo

Eric Peterson

Eric Peterson, CEO of Simple Communications

Simple Communications

Triada Networks

Trida White (1)

Raffi Jamgotchian

Raffi

HalloPSA

Morgan Aspinall

HaloPSA Partnership

<h2><strong>Challenge</strong></h2>
<h3><strong>Replace a Manual Payment Process                                                        </strong></h3>
<p>S1 Technology had a very time and labor-intensive process for receiving payments and updating their related systems, QuickBooks Desktop (QBD) and ConnectWise. Jeremy Roth, S1’s CEO, was performing all the tasks related to invoicing and the processing of payments, which took him away from other strategic business-related pursuits.</p>


<h3><strong>Time and Labor-Intensive Process</strong></h3>
<p>I handled all tasks related to customer payments. The process looked like this:</p>
<ul>
<li>Invoice customers through email.</li>
<li>Collect checks every day from the mailbox.</li>
<li>Photograph checks for immediate deposit into our checking account.</li>
<li>If a customer’s payment was incorrect, I had to go back and adjust the payments.</li>
<li>Manually enter payments into QBD, which I often forgot about.</li>
<li>Make bank deposits on the same day to ensure cash flow.</li>
<li>If I had to be out of the office, everything stopped and we weren&#8217;t able to get paid.</li>
</ul>


<h3><strong>Payment Receipts via Mail</strong></h3>
<p>It could literally take 10-12 days to get payments from Alaska and other areas, and customers were flagged for non-payment within 10 days of invoicing. All customers are billed at the end of the month in advance for services rendered the following month.</p>


<h2><strong>Solution</strong></h2>
<h3><strong>Automated Payments with Full Reconciliation to QBD and ConnectWise</strong></h3>
<p>I started to look for a new solution because of the sheer amount of time it took to enter payments, manage incorrect payments, issue credits and adjust payments. And then there was all the manual entering I had to do to reconcile the accounting system. I simply needed a way to manage all that automatically since I was the only one doing it.</p>


<h3><strong>The Perfect Setup for S1’s Systems</strong></h3>
<p>Alternative Payments was the only payments provider that integrated with both QBD and ConnectWise. Others integrated with QuickBooks Online, but I don’t like that product as much as the desktop version. Alternative Payments checked all the boxes, and customers seemed to agree that it was a smart choice. After only 3 months, 90% of S1’s clients began checking out through Alternative Payments.</p>


<h3><strong>Credit Card Payments are a Game-Changer</strong></h3>
<p>My customers love the fact that they can now pay using credit cards because many of them have rewards programs attached to their cards. They didn’t have this option before. And the real beauty here is that Alternative Payments collects the credit card service fees from the customer, so we don’t pay them.</p>


<h3><strong>Favorite Features </strong></h3>
<p>Alternative Payments offers several features and services that are good for us and good for our customers in addition to credit card payments.</p>
<ol>
<li><strong>Customer Financing Over Time</strong></li>
</ol>
<p>Customers with large projects can choose to finance their balance over time, instead of having to pay it all at once.</p>
<ol start="2">
<li><strong>Late Notifications</strong></li>
</ol>
<p>We can specify time intervals for the sending of reminder emails if a customer hasn’t paid an invoice. This really helps us with collections, and we can send multiple reminders if the invoice remains unpaid.</p>
<ol start="3">
<li><strong>Automatic Updates</strong></li>
</ol>
<p>When we create and send an invoice, QBD automatically updates with no manual intervention. Invoices are paid into our bank account, and the information flows seamlessly from Alternative Payments into QBD, which then updates ConnectWise. Seamless and automatic. All the dashboards are updated in real time, which is amazing.</p>
<ol start="4">
<li><strong>Customer Communications </strong></li>
</ol>
<p>Prior to launch, Alternative Payments provided brochures for our customers that introduced the new system. Emails clearly laid out what they could expect and how the portal would function. These were scheduled for 60 and 30 days prior to our “go live” date, and they answered any questions our customers could potentially have. Our customers felt totally ready by the time we went live.</p>


Jeremy Roth

<h2><strong>Results</strong></h2>
<h3><strong>Win-Win Solution for Payment Processing</strong></h3>
<p>S1 now has a solution that frees up a lot of time for CEO Jeremy Roth to work on taking care of his customers and growing his business.</p>
<ul>
<li>90% adoption of online payments within customer base</li>
<li>70% reduction in collection times</li>
<li>Zero manual involvement in billing and collections</li>
</ul>


S1 Technology

S1 Technology 2

Jeremy Roth 2

<h2><strong>Challenge</strong></h2>
<h3><strong>Looking to Streamline Invoice and Payment Processes                           </strong></h3>
<p>Before 2018, Valiant’s billing and payment process was a mixed bag. They had clients who sent checks, and others used credit cards or wired payments. Invoices were created in Valiant’s PSA, Autotask, and they would sync over to QuickBooks Desktop and then to the prior platform they were using.</p>
<p>A client would receive an automated email telling them their invoice was ready, and Valiant would send a full PDF copy of the invoice from QuickBooks as well.</p>


<h3><strong>Previous Customer Support Waned Over the Years</strong></h3>
<p>We were initially one of the first clients of our previous provider, and their customer support was very responsive. But as they grew the number of clients, their customer support deteriorated. For the last two years we were with them, we couldn’t get them on the phone. Issues we had were placed into a ticketing queue where they stalled for four or five days.</p>


<h3><strong>Wanted to Bypass Credit Card Processing Fees </strong></h3>
<p>At the start of the pandemic, we noticed that many businesses had either stopped accepting credit cards, or they were beginning to charge their customers 3- 4% for credit card fees.</p>


<h2><strong>Solution</strong></h2>
<h3><strong>Cost Savings and Efficiency</strong></h3>
<p>Just like so many other companies, Valiant Technology was looking to save on monthly credit card processing fees and automate invoicing and payments.</p>


<h3><strong>Cost Savings in Excess of $120K Year</strong></h3>
<p>We achieved cost savings in two ways:</p>
<ol>
<li>A flat fee pricing model that makes it easy to predict payments. This makes the most sense for us because it gives us room to grow. There also aren’t any processing or gateway fees like we had with our prior provider that fluctuated every month. We’re saving about 75-80% of our monthly processing fees with Alternative Payments.</li>
<li>Alternative Payments is collecting the credit card processing fees from our clients, saving us $10K a month or more.</li>
</ol>


<h3><strong>Quick Go Live and Onboarding Experience</strong></h3>
<p>Alternative Payments provided us with a team of people that we worked with throughout the implementation phase. We collaborated with the same small team whom we got to know really well, and they provided the necessary handholding that we required in the beginning. We primarily bill our clients on a monthly retainer basis and receive 80% of our ongoing revenue at the beginning of each month. We send these retainer clients their invoices 10 days before the first of the month and it all went well from the first month of going live.</p>


<h3><strong>Migration Was Smooth and Easy</strong></h3>
<p>I had a lot of fear about moving the client information over to Alternative Payments, thinking that we’d have to have 120-150 clients upload their information into the new system. Thankfully, Alternative Payments was able to migrate all our client data from our old system to their new one without skipping a beat. The fact that this process was seamless and easy helped us out quite a bit. Because I was needlessly worried about this, I held off launching the new system a month longer than I needed to.</p>


<h3><strong>Favorite Features That Save Time</strong></h3>
<p>Alternative Payments offers two impressive features that I really like:</p>
<ol>
<li><strong>Transparent Data</strong></li>
</ol>
<p>I like to go into the Transaction tab each day and see the transactions that are taking place. I can see when an invoice is due, when payment is made and when it hits our bank all in one line item, for all my customers on one screen – no more flipping through pages to see each one separately.</p>
<ol start="2">
<li><strong>Automatic Email Reminders</strong></li>
</ol>
<p>The level of payment reminders is so much more robust with Alternative Payments. It keeps an ongoing Accounts Receivable and payment dialogue with our clients on a regular basis.</p>


Stephen Kaupp

<h2><strong>Results</strong></h2>
<h3><strong>Getting Away from Credit Card Processing Fees</strong></h3>
<p>Valiant Technology is pleased that it has moved away from the onerous challenge of collecting credit card processing fees. Now it can keep that money in-house to better support its customers.</p>
<ul>
<li>75% savings in monthly payment processing fees over prior provider</li>
<li>100% savings in credit card processing fees</li>
<li>One-hour email response time for any support request</li>
</ul>


Valiant Black

Valiant

Valiant Technology

<h2>Problem</h2>
<h3>No Online Payments</h3>
<p>5K Tech never accepted online payments before Alternative Payments. They accepted checks, which had a negative impact on their business.  They did not have visibility to customer payments, their collection times were long and were not able to bring cash in the door as quickly. Their primary issues included:</p>


<h4>Frequent Billing Emails</h4>
<p>5K Tech received 15+ emails a month requesting information on historical invoices, payments, and receipts, consuming the team&#8217;s valuable time and resources.</p>


<h4>Check Payments</h4>
<p>Customers paid via check, creating a lack of visibility into payment timing, longer collections cycles, and manual reconciliation of payments.</p>


<h4>High Processing Fees</h4>
<p>5K Tech incurred exorbitant payment processing fees for the transactions that were processed online, without any value-added services or customer-facing payment portal.</p>


<h2>Solution</h2>
<h3>Online Payment Experience</h3>
<p>5K Tech consolidated payments into one platform to streamline the payment experience, provide a seamless bill-pay experience for customers.  Within 90 days of migrating to Alternative Payments, 5K Tech has accelerated collections, reduced overdue invoices, and automated numerous manual processes.</p>
<p>Highlights of the partnership include:</p>


<h4>All Payments are Now Processed Online</h4>
<p>Via 5K Tech&#8217;s branded payment experience, customers can pay easily, while being able to track all historical invoices, receipts and payments, accessible 24/7.</p>


<h4>Consolidated Payments</h4>
<p>Payments are consolidated within one online experience, which has dramatically improved collection times. It’s never been easier for customers to pay an invoice with:</p>
<ul>
<li>Simple checkout process (just 3 clicks);</li>
<li>Payment method flexibility;</li>
<li>Payment methods stored on file;</li>
<li>Auto-pay</li>
</ul>
<p>After switching to Alternative Payments, invoices aren’t aging past 30 days, and just 12% of invoices over the last 90 days are overdue!</p>


<h4>Transparent Pricing and Savings</h4>
<p>Alternative Payments’ transparent pricing model has created complete processing fee transparency. 5K Tech no longer pays credit card processing fees themselves, and can budget their exact spend months in advance, while reducing fees by 70%+.</p>


Corey Kirkendoll

<h2>Results</h2>
<h3>Simple Online Payments</h3>
<p>5K Tech has reduced processing fees, saved hours in manual work, and improved collection times all while enhancing the customer payment experience.</p>
<ul>
<li>Reduced processing fees</li>
<li>Saved hours in manual work</li>
<li>Improved collection times</li>
</ul>


5K Technical Services

Corey Kirkendoll | CEO at 5K Technical Services

<h2><strong>Challenge</strong></h2>
<h3><strong>Desire for a Single Payment Solution                                                                </strong></h3>
<p>NW Techs started to explore the need for a new payment processor due to frustration with having two separate entities handle payment requests. Initially, the payment processor and portal looked like a single entity, but behind the curtain, they were not, creating complexity and frustration when issues would arise.</p>


<h3>Separate Points of Contact for Problem Resolution</h3>
<p>Separate points of contact for the payment processor and the payment portal made it difficult and time-consuming to find the underlying cause of what the root issue was behind occasional failed payments. We had several customers we just gave up and decided we could not process payments for, which was a source of frustration.</p>


<h2><strong>Solution</strong></h2>
<h3><strong>Single Payment Platform</strong></h3>
<p>We were thrilled when we discovered that Alternative Payments could equip us with a single solution that provided everything (portal, processing, gateway, etc.) that we needed, and which integrated well with our other existing tools.</p>


<h3>Single Point of Contact</h3>
<p>We love having a single point of contact with Alternative Payments. We can get answers quickly when we need them and have seen Alternative go the extra mile to take excellent care of us.</p>


<h3><strong>Transition and Onboarding</strong></h3>
<p>Alternative Payments did a fantastic job of doing the behind-the-scenes work and keeping us aware of what was happening during implementation. They also provided us with the resources we needed along the way:</p>
<ul>
<li>Client email templates to explain the new portal to our clients.</li>
<li>Vendor email templates to explain what data we needed in order to migrate payment details on file from our old portal vendor.</li>
<li>New payment portal links, to be included in our invoice emails.</li>
</ul>
<p>Cutover times were clearly thought out and communicated. When it was time to go live, we had already configured client logins, and our clients were able to sign in to the new portal immediately to pay invoices or update payment methods used by autopay.</p>


<h3><strong>Favorite Features</strong></h3>
<p>Alternative Payments has several features that we really love, and which save us time:</p>
<ol>
<li><strong>Easy Payment Reconciliations</strong></li>
</ol>
<p>Our bookkeeping staff is saving time reconciling payments in our accounting system. We integrate with QuickBooks Online, and the Alternative Payments integration allows QuickBooks to reconcile payments automatically.</p>
<ol start="2">
<li><strong>Exact Invoice Amounts Deposited</strong></li>
</ol>
<p>We love the fact that we always get the exact amount on the invoice deposited into our checking account, regardless of the payment method the client uses.</p>
<ol start="3">
<li><strong>Autopay</strong></li>
</ol>
<p>Most of our clients are on autopay, so that was a required feature for us. We are happy with how Alternative Payments has implemented autopay.</p>
<ol start="4">
<li><strong>Invoice Reminders</strong></li>
</ol>
<p>When investigating an unpaid invoice, we can just click a button to send an invoice reminder, usually eliminating the sometimes-awkward back-and-forth of a phone call or a handwritten email.</p>


<h2><strong>Results</strong></h2>
<h3>One Solution for Payment Processing</h3>
<p>NW Techs now has a single payment processing solution that reduces frustration and saves us money, time, and effort:</p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Monthly time savings on recording invoice payments</span><span data-ccp-props="{}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Reduced portal costs and payment processing fees</span><span data-ccp-props="{}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Single point of contact for all payment-related issues</span></li>
</ul>


Justin Best

NWTechs Logo White

NW Technologies Group

<h3>Problem: Manual Billing Processes are a Pain!</h3>


<p>C&amp;A required a next generation payment solution to offer their customers payment options while automating manual billing and invoicing processes</p>
<h3>Solution: Next Generation B2B Checkout</h3>
<p>In the two months since onboarding, C&amp;A is experiencing&#8230;</p>


Gianna Paolini

<h2>Problem: Manual Billing is Time Intensive</h2>
<p>C&amp;A relied on manual invoicing and billing processes, requiring 20+ hours a week. As the Company scaled, these processes became unsustainable. C&amp;A faced 3 main challenges:</p>


<h3>Solution: Next Generation B2B Checkout</h3>
<p>C&amp;A partnered with Alternative Payments to simplify and automate their entire payment process. Alternative’s white-labeled payment portal improved C&amp;A customers’ checkout experience while providing payment options (credit card, ACH and financing), and C&amp;A has now consolidated payments onto one platform, reducing manual billing workflows.</p>
<h4>Highlights of the partnership include:</h4>


<h3>Results: Accelerated Business Growth</h3>
<p>C&amp;A experienced significant improvements 2 months after introducing Alternative’s B2B checkout solution, including:</p>


Frame1

Framew

Cunningham and Associates

Mike Woeber

Corporate Tax Advisors

Rizen

Rogelio Rodriguez

Flying V Group

Robb Fahrion

Jesse Wroblewski

Generations Beyond

Data Crunch

Ryan Nokes

PNMITS

Cary Wagner

Pacific NorthWest Managed IT Services

Efelle

Fred Lebhart

Efelle Creative

Blinc

Blinc White Logo

Steve Abraham

The Blinc Group

<h3>Problem: Growing with Constrained Cash Flow</h3>
<p>Manufacturing water treatment systems is capital intensive and ADS suffered from cash flow constraints due to slow payment speeds and capex requirements. As ADS scaled production, they faced three major challenges:</p>


Adam Stein

<h3>Solution: Alternative Payments</h3>
<p>ADS wanted to improve cash flow without raising debt or equity to finance new water treatment systems. Alternative was able to accelerate end-customer payment speed while offering flexible invoice financing, driving working capital improvements and revenue growth for ADS.</p>
<h4>Highlights of the partnership include:</h4>
<h5>Flexible Invoice Financing</h5>
<p>ADS now offers 30 &#8211; 150 day invoice financing to customers. This increased flexibility allows ADS to drive new business and close deals faster. ADS also leverages Alternative’s financing option to upsell customers on larger systems and strengthen customer relationships.</p>
<h5>Payment Time and Collections</h5>
<p>The Alternative Financing payout time of less than 24 hours has dramatically improved collection times. ADS also utilizes auto-pay to automate customer payments and improve collection speed by 15+ days.</p>
<h5>Cash Flow Improvement</h5>
<p>Alternative is driving meaningful cash flow for ADS by:</p>
<ul>
<li>Improving payment collection times</li>
<li>Providing capital to build new systems through invoice financing; and</li>
<li>Increasing revenue through new business wins and upsells</li>
</ul>
<h2>Results: 15%+ New Revenue Growth</h2>
<p>ADS experienced significant improvements just months after introducing Alternative’s invoice financing option to customers.</p>


Advantageous Systems

Justin Fortier

FYC Labs

<h3>Problem: Manual Billing Processes Waste Hours!</h3>
<p>Heiden Technology wanted to simplify the payment process for customers while automating manual tasks and getting paid quicker.</p>


<h3>Solution: Improved Payment Efficiency</h3>


Bryant LaBonville

<p>By utilizing Alternative Payments to upgrade its payments process, Heiden Tech experienced:</p>


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