![]() ![]() Mailchimp is another popular tool among businesses today. ![]() You can even set it up so that information is updated when existing contacts make a purchase, ensuring that your information is always current and streamlined across all platforms. All you have to do is set up the workflow so that your Square customers are automatically added to your lists in AWeber whenever a new one appears. Add new Square customers to your AWeber listsĪWeber is a great autoresponder and marketing tool and it’s going to take a lot of the work that you do off your plate when you automate it with the power of Zapier. Here’s a look at some of the most popular automations.Īnd if you want to improve your payment processing even more, ask how our virtual receptionists can assist with payment collection, outbound calls, and other 24/7 chat and phone answering services so you can get paid faster without doing all the work. The only question now is which processes you want to automate, how you’ll do it, and what Zapier and Square can do to help. You can automate and standardize your invoicing and payment processing practices to ensure better compliance across the board and trust that you’re charging the right tax rates and more.ĩ3% of all payment processing functions stand to benefit from automation. Compliance and Taxes: Your payment processing should make it easy to automate things like calculating taxes and withholding information, as well as maintaining compliance with the payment processing guidelines and other regulatory guidelines.With the AI available today through tools like Zapier, all of the information related to customers, payments, and transactions can be shared between software programs so that information is streamlined and organized, and your team isn’t responsible for doing all the work. Data Transfer and Sharing: It’s rare that you’ll find an occasion where it makes more sense to have someone taking care of data transfers between software applications.This will free up more of your time while also empowering your customers to feel like they’re in control of their relationship with you and in control of their spending. Subscriptions and Payments: In addition to using automation, you should offer customer-facing solutions so that they can manage their payments and subscriptions with your brand.Stop wasting valuable time and automate the after-sale steps like these. ![]() Even the most basic eCommerce tools have these features, and the more robust accounting and payment processing solutions can provide impressively dynamic solutions in this regard. No one should still be sending manual email receipts or order confirmations. Receipts and Confirmations: It’s 2021.If you’re embracing automation for Square or the rest of your payment and billing solutions, there are some definite areas that you’ll want to have at the top of the list when you’re considering what to automate: Human error, the time involved in some of the tasks, and the redundancy of doing the same thing, day in and day out, when there’s automation that can do it all for you-it's just a lot to invest when you have another way. When it comes to payment processing, the devil is truly in the details. In all areas of business, several different could benefit greatly from automation. Top areas to automate with payments and invoicing When you’re trying to improve business operations, streamlining and automating all the details is a great place to start. Zapier uses automations known as “Zaps” to perform tasks that are routine, mundane, repetitive, or that just don’t require the time and effort of a human counterpart. And when you add the assistance of Zapier, you won’t even have to do the exporting yourself. You can use Square to send invoices and track billing, too, or you can just process payments and export the information to your accounting software. Square can help you automate billing and invoicing, get more done in less time, and give your customers and clients the power to help themselves through payment portals set up specifically for them. Square offers some of the most affordable payment processing solutions, with robust features and a reasonable price tag, regardless of the tier that you choose. Or, you can customize a Square Payments solution to fit your needs. It’s all streamlined, automated, and ready to go with plenty of versions available. There are even physical payment terminals available for those brands that have the need. As part of the Square family of products, this payment solution makes it easy for all businesses to get paid instantly and electronically. Square Payments is changing the way businesses get paid, for the better. ![]()
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