Where clients manage their account.
WHAT IT PROVIDES
Invoices and payment Service details A support ticket system Account management
WHETHER YOU NEED ONE
Not initially. Email and manual invoicing work for the first clients.
Adopt one when manual administration takes more time than the system costs.
WHAT A BILLING SYSTEM ADDS
Recurring invoices and reminders Automatic suspension for non-payment A record of every communication Clients able to find their own invoices without asking
THAT LAST POINT
More valuable than it sounds. Invoice requests are a recurring administrative task that disappears.
SUPPORT TICKETS
Better than email past a certain volume: nothing is lost, everything is tracked, and a colleague can see the history.
WHAT TO CONFIGURE
Your branding Your packages and prices Your terms, linked at signup Payment methods your clients use
WHAT NOT TO OVERBUILD
An elaborate system for five clients. Start simple.
THE HONEST POSITION
The client area is administration. The business is support and reliability.
