Trying to work around an integration here as I really would like to move to IT Flow. We currently use Alternative Payments to collect payments. It has options for recurring invoices and auto pay using ach or credit cards which really simplifies our billing. The workflow is as follows.
Invoice generated in accounting software>Integrations Syncs with Alternative Payments> Invoice Created There> Client Autopays or Pays Invoice and/or is Marked Paid in Alternative Payments> Marked Paid in Accounting Software> Done>Client sees invoice paid in their portal.
Since we can't quite do all of that with IT Flow currently that I am aware. I'm trying to figure out a work around or wanted to get some thoughts on work arounds others may be doing.
- We could possibly turn off the ability for any customers to see invoicing in IT Flow with permissions and use it for internal record keeping and recreate all invoices in alternative payments that are not recurring. This would be feasible until we have a lot of growth and then could get cumbersome.
- Do double entry in both places. Bleh….
- Use Quickbooks Online for invoicing and integration with Alternative Payments but loose the tie in with IT Flow for clients to access all their customer info in one place.
- Turn off invoicing in IT Flow somehow but link to Alterative Payments portal from within or embed if possible…
- Use Stripe and IT Flow but lose the autopay (which has tremendously helped with accounts receivable) last resort tbh.,,
Is there something I am missing here? Any suggestions or potential work arounds I am not seeing. Sometimes we just completely miss options so I wanted to see what the community was doing here.
