Josh is a freelance web developer with a growing number of clients.
Josh takes on several projects each month. For most projects Josh requires a down payment from his client in order to start working on the job. After the client approves Josh's estimate for a project, he uses Paycadence to send his client an invoice for the amount of the deposit. The client receives an email with the amount they owe and a custom note from Josh. When the client is ready to make the down payment, they click a link in their email which takes them to a secure invoice payment form hosted on Paycadence.
If it is a new client for Josh, they enter their credit card number in a secure and mobile friendly form and then click the pay button. If they are one of Josh's previous clients, their saved card info is already available as a payment option so that they don't have to spend time finding their wallet and retyping their card information. In either case the payment is securely processed by Paycadence via Stripe. The customer then receives an emailed receipt from Paycadence and Josh can see that the invoice is paid and can go ahead and start the client's web project.
For some clients with larger Projects, Josh puts them on a payment plan. Plans are completely customizable anywhere from daily to annually and everything in between. Josh can either sign his client up for the plan himself, or create a custom sign up form in Paycadence and send the link to his client for them to sign up on their own. Once his customer is on a payment plan, their payment method will be automatically charged on each of the chosen interval dates. Josh can setup simple retry logic so that failed charge attempts are attempted again later. Josh can also look in his Paycadence account and filter his recurring payments based on status. This will allow him to easily see if any of his clients are behind on their payments.
Web Hosting Subscriptions
Paycadence's recurring payment system works out great for Josh, especially since a large portion of his residual income comes from offering web hosting to his customers. Josh offers monthly, quarterly, and yearly web hosting plans and is able to manage all of them through Paycadence. Some of his web hosting customers require metered billing as well, which is easily managed from his Paycadence account.
Although Josh does not meet most of his customers, every once in awhile one of his older customers will insist on paying him in his office. This is no problem for Josh. He uses a USB Card Swiper to run the customer's card while they are sitting across the desk from him. After he runs the card, the info is added directly to the payment form, then Josh just needs to click submit to finalize the payment.