You must have your system configured billing: how you will receive payments and how you integrate it into your process.
The idea is to make this process fast with as little friction as possible. Make it comfortable for the buyer and with minimal paperwork for you.
We use Stripe combined with Payfunnels to collect card payments, but there are many solutions on the market depending on the type of payment customers have to make.
one) https://stripe.com/es + https://start.payfunnels.com/signup for card payments worldwide.
two) https://gocardless.com/es-es/ for direct debits in Europe.
Whatever you choose, make the checkout process simple and fast.
We recommend these two platforms if you have to sign contracts online, although in the tools we use for payment processes you can ask to accept the contracts by means of a "check" that also has legal validity.
The objective is to speed up the signing of the contracts as much as possible and that because of this the project is not delayed.
https://www.hellosign.com/ (recommended)
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Payment gateways
Sales are as important as the first days of your customers.
Take care of the onboarding process since on numerous occasions new upselling or referral opportunities will arise on your part:
Define your process and measure the results.
You must indicate "who does what" at all times so that your client sees that you have everything controlled.
The ideal is to design a process so that all departments know the tasks to be carried out:
General example detailing each activity and situation:
More direct and simple example of the tasks to be carried out by each department:
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They will help you track your revenue, do revenue forecasting and customer churn analysis.
https://chartmogul.com/ (we use this one since it integrates with Stripe and Gocardless, but both are very similar)
It is good to use tools of this type that automatically calculate the metrics of your service . They are more oriented to SaaS but if you sell recurring B2B services you can also use them and draw numerous conclusions from the financial status of your business.
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