Any accounting website hosted by CPA Site Solutions includes the ability to allow clients to pay their fee online. Setting up and using this service couldn’t be easier with the added benefit that you can send any client an email reminder with a link to pay online. Here are some ideas on how to use this service effectively.

Sign up. To use the pay online page on your accounting firm’s website, you have to sign up for an account with PayPal. Although there are nominal charges for the service, you do save from the typical credit card set-up and monthly statement fees.

An alternative to PayPal is using Capital Payments. You can check out the special rates that CPA Site Solutions has with Capital Payments and sign up for the service or more information. If you sign up for Capital Payments your online payment page is added for you automatically.

Add the PayPal page. You can follow these instructions on how to add the PayPal online payment page to your website. If you have already signed up with PayPal, once you add the page to your accounting website you can start accepting payments.

Use your calendar. You can then create custom billing calendar that is dedicated to only having dates to send out invoices or reminders to those late on payments. When you send these emails, just include the link to your payment page.

A couple of clicks. The easier it is for a client to make a payment in the moment, the more likely they are to do it. All the client has to do is enter their credit card online rather then sending back a check, calling, or making a visit with their payment.

If you have some questions or any trouble with adding an online payment page email support@cpasitesolutions.com or call 800-896-4500.

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