Optional Step: Notifying Your Clients About Wise-Pay Automatic Payments

Some clients want to know the how and why around everything you do, others just want to see their invoice at the same time each month, and others still just want to never speak to (you as it means everything is running smoothly!).

It can be a good idea to send a separate notification introducing Wise-Pay prior to signing up a customer for Automatic Payments (direct debiting of bank accounts via ACH or DDR).

Here is an example.  The "what will this mean for you?" will vary from company to company based on your Terms and operational processes.

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Invitation to New Clients - Not currently on DDR/ACH


Invitation to New Clients - Already on DDR/ACH (with previous provider)