Friday, August 11, 2017

Our Customer For Life!





With Merchant Processing Solutions Inc., you are Customer For LIFE!!

Just recently, Alex Lopez of EZ Print & Marketing, called our office. Claudia was not available at the moment to answer his questions but Stephanie was. Alex was changing some things in his company and wanted to know if his current payment acceptance solution was still the best for him. I went ahead and set an appointment for one of us to come by and see his new set up. Together, we would understand his needs and help him decide which point of sale product was the BEST to suit his current business situation.

Previously, Alex had a walk in print shop and used a credit card terminal for swiping cards. But with the new company changes, he decided to focus not only on print projects but marketing and promotional products. Due to this change, his walk-in customers all but disappeared and he moved out of a retail location into an office location. Alex was doing more deliveries and using a Mobile Card Reader, we set up for him, on all the in-person payment acceptance. He also takes credit card information over the phone for the rest of the jobs.

Stephanie met with Alex and reviewed the current payment acceptance solution. She then asked him if he ever thought about sending out an invoice requesting payment and had the client pay off that invoice! He thought that would be ideal because currently he has to create an invoice in one system, wait for a phone call and then enter that information into a payment gateway.  He then creates and sends a paid receipt and emails it to the customer! I told Alex, that this was way too much work....he agreed!

We decided to change Alex over to the new USAePAY gateway with invoicing capabilities. He will have the following capabilities and features:

  • He can swipe cards at retail rates when he does his deliveries.
  • He can create an invoice to any customer, email it to him. The customer just clicks on the link on the email and pays the invoice.
  • He can still accept payment over the phone and key-enter that into the Virtual Terminal on his PC. It will keep a record of that transaction and send an email to the customer for their records.
  • He can also add a "Pay My Invoice" button to his Website. This would allow folks to go on to the website at anytime and make a payment.
  • He could even set up a customer to make monthly recurring payment or installment payments on the same system. Enter the info under Customers ONCE and then its done!
  • He can also create reports weekly, monthly and annually to track his business.
  • Lastly, he can add products to the Inventory Tab and then just add those products to the create the invoice.
Alex was very happy that he was able to upgrade his system seamlessly, keep his great rates and stay with the company he has trusted for the last 5 years; Merchant Processing Solutions Inc. If your merchant processor does not reach out to you about your current merchant processing solution and products, call us! We would be honored to help you work effectively and affordably! 

Call Us Today: 954-938-2420
















No comments:

Post a Comment