WillSuite enables payments and invoicing through our integration with Stripe and it is the one thing you NEED to be using. 

Inspired by some recent modernisations within our industry, I thought I'd write about how this modern integration can save you time and give your clients excellent freedom of choice for payments.

So let’s break it down in simple terms

• Integrate Stripe through your WillSuite account
• Set up your custom document pricing within your ‘company settings’
• Raise an invoice within the invoicing tab (in a case) and fill out the relevant details
• A pay by link will be created, click the actions dropdown button and select ‘send invoice’
• Clients will receive a link to a secure online portal (branded for your business) where they can enter their card details
• Payment is sent direct into your bank account through the Stripe payment gateway

It’s not just the benefit of giving your client more choice over how to pay, it’s also a great addition to boost your brand! What better way to finalise a service with your customer than a secure, safe client portal that has your businesses colours and branding.

So what are the upsides over alternative payment options like bank transfer?

• No monthly terminal costs
• Secure online payment links directly emailed to the client
• Quick to set up and send using pre-approved pricing
• Invoicing that reconciles with the WillSuite dashboard to help improve cashflow
• Filterable invoices

It’s just another way WillSuite brings efficiencies to firms. If you’ve been feeling that your current invoicing method needs a boost, try WillSuite’s Stripe integration. 

Why not book in a 1-2-1 demonstration with our team to see how it works for yourself? Drop us an email anytime at [email protected]