New Invoice/Payment System

Effective April 1, 2016 Seattle Rotary will be implementing new software for sending invoices and receiving payments.

As many of you have noticed, we’ve run into several technical issues with our current system since switching to monthly invoices and recurring payments last July. After much consideration, we’ve come to the conclusion that our old system simply does not work with our new billing practices.

Our objectives in switching from QuickBooks Payments to FreshBooks are:
• Implement an invoicing and online payment solution that is easier to use, more accurate, and more secure.
• Reduce staff time spent troubleshooting technical problems and managing a tedious process.
• Increase functionality and user friendliness of the online payment portal. New features will include the ability to view and pay multiple invoices, view invoice and payment history, and print copies for your records.

We’re very excited for this change and the efficiencies it will bring to our organization. You will soon be receiving an email outlining how this change will affect you personally. The two main things to look out for are:
• Emailed invoices and payment receipts will now be sent from maildelivery@freshbooks.com. Please add this email address to your safe senders list to ensure that you receive invoices in timely manner.
• Members currently paying by recurring automatic payment will need to re-enter their card information online. To set up automatic payments on the new program, members will need to indicate that on their first emailed invoice. Staff will no longer be able to create automatic payments for you. This is a security measure that eliminates the need to keep authorization forms with credit card information on file in the office.

As we all know however, change is never easy and we appreciate your patience as we work through the transition. Board members will be contacting members who currently have an outstanding balance so we can close out our old system as neatly and promptly as possible.  If you have any questions or feedback, please contact President Sue Nixon or Mariah Kimpton in the office.