How to set up recurring invoices for your pool services business.

By: Jereme Sanborn


When you run a pool care business, every minute counts. With the right software from your merchant account or payment services provider, you can simplify the tasks that steal too many of your precious minutes each day.

What is pool service software?

Thanks to your point of sale (POS) system, you can now run programs designed specifically for pool businesses. They contain tools that can assist you in doing the following:

  • Viewing the progress of individual team members to optimize task delegation.
  • Keeping accurate records of the materials you use in the field.
  • Seamlessly managing your invoices, including payment tracking, late payments reminders, batches, and recurring and subscription billing.
  • Easy integration with the apps and software you already use.

How your software’s invoice management features can give you the extra edge.

It’s a no-brainer that anything you can do to streamline the ordering of the materials required for your pool business is to your advantage. Efficient inventory management means that you only order what you need when you need it. This minimizes over-stocking and shortfalls. However, that isn’t all your pool software’s inventory management component can do for you. Take a minute to check out the benefits of offering recurring billing to your customers.

First and foremost, giving people the option to have what they owe you automatically deducted from their credit card or bank account on a predetermined date gives you the gift of predictability. Once their details are entered into the system, neither they nor you need to guess when the funds will be withdrawn from their account and deposited into yours. As a result, everyone has an accurate idea of their cash flow at all times.

That cuts way down on one of the most annoying and time-consuming aspects of being a business owner: Chasing down late payments. Since withdrawals are made automatically as both of you have agreed upon, you won’t need to worry about those pesky delinquent bills. That being said, you will still have to contend with expiring cards and bank account changes down the road, so be sure to have mechanisms in place to monitor these details on an ongoing basis.

With automatic billing in place, you realize one intangible but extremely important benefit: Customer satisfaction. In the pool industry, customers value service companies that provide no-fuss, high-quality maintenance. Recurring billing enables you to do what you do best without the complications or relationship snags that often accompany billing issues.

When you run a pool service company, customer service needs to be one of your most important benchmarks. By incorporating a modern suite of pool services software into your operations, you can organize and streamline all of your tasks, ensuring the smooth flow of staffing, routing, inventory, customer relationships, and invoicing processes. As you work to make your procedures as modern and effective as possible, don’t overlook the power of recurring billing. Implementing it might just mean the difference between sinking or swimming for your pool business.

Wondering how to set up recurring billing? Chat with your payment services provider, who can walk you through the fast and simple process.