Yearly in advance payment collection for B2B SaaS application

Michael Heinze

13 Jul, 2012 09:19 AM

Cheddargetters,

we are considering using your service for our new SaaS app, but I have two questions:
- is your service actually creating the invoices as well? I do not seem the find the proper answer... or do I need a seperate invoicing system? - can I somehow setup a yearly or quarterly in advance payment option? We are B2B - where this is accepted in some markets.

Best regards, Michael

  1. #1 Posted by Marc Guyer Support staff on 13 Jul, 2012 02:00 PM

    Hi Michael --

    is your service actually creating the invoices as well? I do not seem the find the proper answer... or do I need a seperate invoicing system?

    Yes. CheddarGetter bills your customers according to their subscription config and sends an invoice receipt via email.

    can I somehow setup a yearly or quarterly in advance payment option? We are B2B - where this is accepted in some markets.

    Yes. Simply setup pricing plans to bill on an annual or quarterly frequency and set them to "bill on signup".

  2. #2 Posted by Michael Heinze on 13 Jul, 2012 02:51 PM

    Thanks - that clarifies a lot for me.

    Best regards,

    Michael Heinze
    Mobile +43 699 1010 9327
    Skype michaelheinze

  3. #3 Posted by Michael Heinze on 16 Jul, 2012 10:45 AM

    Marc,

    another question:

    - Is it possible to initiate/allow banktransfers with Cheddargettar?
    - How difficult is it to receive a merchant account through you guys? How long does it take? How does it work?

    Best regards,

    Michael Heinze
    Mobile +43 699 1010 9327
    Skype michaelheinze

  4. #4 Posted by adam on 16 Jul, 2012 01:42 PM

    Hi Michael,

    Bank transfers (ACH) are not currently possible with CheddarGetter, but it is on our short list of development tasks. It's a rather large project though, so I cannot give you an ETA for completion.

    Merchant accounts are not terribly difficult to get set up, but it depends greatly on your country of origin, transaction history, and size of business. If you would like, you can start the process of applying here:
    https://cheddargetter.com/admin/gateway/new

    From that information, we'll be able to direct you to the best fit for a merchant account provider.

    Thanks,
    Adam

  5. #5 Posted by Michael Heinze on 17 Jul, 2012 06:55 AM

    Adam,

    until such time that you support that capability, is there a possibility that a user enters a promotion code (or something like that) and that they get the invoice, but we manually check if they paid to our bank account?

    Thanks,

    Michael Heinze
    Mobile +43 699 1010 9327
    Skype michaelheinze

  6. #6 Posted by adam on 17 Jul, 2012 02:34 PM

    Yes, we have a few merchants using a similar workaround. The best way to accomplish this is to create a separate Free pricing plan for your bank-transfer customers.

    You can read about special "Free" plans here:
    http://support.cheddargetter.com/kb/pricing-plans/free-pricing-plans

    You can also customize the invoice email templates to say different things to these special customers, by wrapping the special copy in tags: $plan.isFree

    Adam

  7. Dean closed this discussion on 23 Jan, 2013 03:16 PM.

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