Quickbooks for Recurring Maintenance Agreement Payments
Currently, we use ESC to create a list of all expiring agreements. Then either mail out a renew form or email the customer. They can chose the method, while we're trying to shift most toward email, the majority are still mailed out.
Quickbooks Desktop Enterprise is our accounting software and has the ability to setup automatic payments. It would save a lot of time if all of our agreements auto renewed if the customer did not choose to cancel 60 days prior to renewal. Has anyone utilized the recurring payments option in Quickbooks or any other service for their agreements? If so, what was your experience? How did you sync the payment to ESC?
If we can get auto payments setup, we'd consider having a monthly payment option. Let's say $19/month or save 15% with $194/yr. Have you had experience with a monthly plan?
Thank you for reading my post! Looking forward to everyone's thoughts.