Recurring Invoices/Emails

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papahobo

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I've been testing out a few different invoice apps, but haven't found anything that perfectly fits what I'm trying to accomplish. I recently started testing Zoho Invoice. I like that it has a mobile app and web based interface. These 2 things are pretty much a must for me. Sending a normal invoice works well enough and it integrates with Stripe which I use.

What I would like to do is send recurring emails to my customers to remind them that it has been X number of months since their last computer tune-up and offering a way to pay a discounted amount if they choose to purchase a tune-up at this time. Zoho allows for recurring invoices but apparently only has the ability to set one default email template.. which isn't going to work.

Does anyone have any suggestions for apps? I'd prefer an all-in-one system but realize I may have to just combine a couple of things to do what I want. I'm looking into Rightinbox addon for Gmail at the moment to do recurring emails.

Thanks!
 
Was just checking out some of the features of Reapirshopr, definitely looks worth taking a look at. I've actually glanced at it in the past but it does a lot more than what I need, so I didn't want to buy something that was a lot more complex than my simple needs. I'm not a physical shop, so inventory and such won't get used but the Marketr part intrigues me. Wish they had included it in the basic plan, or had made a plan between the free and one man army. I'd give it a shot for $25/month but my tickets/month aren't even at 25/month yet, much less 75, so it's a bit hard to justify at the moment.
 
Has anyone heard of/tried Gmelius add on for Gmail? I was reading through the functionality and it looks like it might work well for recurring emails since I already use Gmail.
 
Just to update my own thread... After spending the weekend doing a lot of reading and reviews of various options, I've decided to try using Square's online invoicing system/customer management. A couple of reasons.. 1. It's free 2. It's Square, so it should be robust and fully developed. 3. I found that I can create an online store (free) and use the link in a particular item page when sending out an email to allow a customer to buy directly from my email. Neat. 4. The mobile app is already on my phone and the links for customer phone numbers and locations work with my dialing and Google Maps for directions. 5. It has included marketing tools for sending offers to customers

I'll try to give an update after I've been using it awhile to let people know how it's going.
 
A word of caution: I don't recall if it's Square, Stripe or both that have problems with online-only computer services businesses, but there's at least one that does and will boot you off. I'd be cautious about tying all of your ticketing, CRM, etc. into that.
 
Thanks, and duly noted. I know Stripe does have this issue for some people. I do have a physical location and do onsite as well, so I'm not online only though. I haven't heard about any issues with Square but I'll do some further research.
 
fencepost said:
A word of caution: I don't recall if it's Square, Stripe or both that have problems with online-only computer services businesses, but there's at least one that does and will boot you off. I'd be cautious about tying all of your ticketing, CRM, etc. into that.
Click to expand...

Yeah the issue is with Stripe but if you have a physical location you are fine.
 
This is what they told me:

Thanks for signing up with Stripe.

While we hate to give you anything less than a great experience, it does seem that your business is in violation of our Terms of Service, section A.7.b ("Prohibited Businesses and Activities"). Specifically, we are unable to accept payments for computer technical support as mentioned here: https://stripe.com/prohibited-businesses.

These regulations come from our banking partners, so we sadly have no flexibility with them. That said, we understand that there may be some work involved with moving your business away from Stripe, and we’re happy to help out with this process by giving you 14 days to switch to a new provider. After that, you won’t be able to accept additional charges on your account, but we will continue making transfers to your bank account until you receive all of your funds[1].

If you need an alternative payment processor, we recommend considering PaymentCloud, which works with businesses with a higher level of risk than we're able to support: https://paymentcloudinc.com/stripe.

I'm very sorry that we have to turn away your business, and we wish you the best of luck moving forward.

Best,
Isabel
Click to expand...
 
fencepost said:
Most notably, "computer technical support" is in their High Risk Businesses category.
Click to expand...

Don't know, perhaps the others told them a business type other than "computer technical support". Or maybe Stripe changed how the policy is enforced. My experience with them was pretty recent. End of Jun of this year. When were the other accounts opened, maybe a long time ago?
 
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