Advice on Handling Payment Systems for Clients
iโm looking for advice on managing payments for clients when setting up systems across multiple platforms. Specifically, do you typically enter the clientโs payment information directly into the platforms, or do you use your own payment details and then invoice them monthly? For context, Iโve developed an AI voice caller that qualifies leads and books appointments, which involves using multiple platforms like GHL, BlandAI, OpenAI, and Make.com. My preference is to use my own payment details and bundle the usage and platform fees into a single monthly retainer. This simplifies billing for the client with just one payment to manage. However, Iโm concerned that if I handle payments this way for multiple clients, it could become challenging to track and manage. Does anyone have tips or insights on how to approach this effectively? How do others handle similar setups? Thanks in advance!