The Ultimate Checklist To Get You Started With Curlec

For some, setting up your payment system can be as easy as popping a checkout button on your site and calling it a day.

For smart business owners, however, taking full control of the entire payment process is definitely the way to go to not only ensure that they provide a seamless payment process for their customers, but also a smarter solution that can help improve their cash flow significantly.

So, if you are a business owner who has just signed up to Curlec, but are not sure where or how to begin, we have come up with the ultimate checklist to get you started with Curlec’s Direct Debit solution in just 3 easy steps.

Deciding On Your Billing Process

Whether you are selling subscription packages or one-off products, the best way to get things rolling is to choose the simplest way possible to process your payments. A method that not only simplifies your workflow, but also provides a straightforward process for customers to complete the payment value chain.

Here are 3 things you will need to consider when structuring your billing tactics:

Sign Up Method – May it be in-store or online, establishing your onboarding method determines where and how your customers sign up. With our web-based application, your customers can make purchases in-store at the point of sale, or have them sign up directly through your website using Curlec’s powerful API. Our system provides an easy solution for customers to authorise their eMandates from wherever they are.

Billing Cycle – Unlike any other payment methods, Direct Debit works great for businesses that charge varying amounts depending on how much a customer uses or buys. You have the ability to customise the amount, date, frequency and duration of payments according to your business model. This means that whether you bill your customers just once a month or everyday of the month, we provide the flexibility to do this!

Dealing with Failed Transactions – Concerned with failed payments? With the Curlec dashboard, you can now get real-time notifications of failed transactions as well as being able to automate collection retries. Additionally, we offer additional payments options such as our Instant Pay (FPX) feature to improve your collection rates.

Determining Your Roll Out Plan

It turns out, timing really is important. But that’s not the only thing that gets your payments going. Even the best possible payment solution can quickly turn disastrous if no proper adoption process is being implemented.

Here are a couple of things you will need to make clear when designing your roll out plan:

Notifying your clients – Identifying key communication strategies to go along with the launch of Curlec will ensure you maximise your adoption rates from the very beginning. The best possible way to do this is to launch your system in phases and communicate this to your clients throughout. Start with the group of people you know are most likely to adopt and succeed, before venturing with the groups who are less open to change.

Getting your team aligned – Most of the time, the difference between a successful and failed adoption is having a great team that works well together for implementation. Always remember that communication works both ways. Make the team feel they are part of the decision making process by giving them a chance to provide feedback and concerns regarding the new system.

There’s more to prepping the team than just having a single training session.

  • Announce the changes in advance, preferably weeks or months before to get them ready.
  • Take advantage of the resources provided by hosting ongoing training sessions to keep the teams engaged and familiarise themselves with the system.
  • Evaluate your roll out success at different intervals as you go forward by consistently following up with the team to ensure everyone is onboard with the process.
Encourage Your Customers To Use Direct Debit

With Curlec, Direct Debit doesn’t just benefit your business, it also brings a whole host of advantages to your customers too. Advantages that ultimately, add to the quality of services that you are delivering.

Mention your payment options from the start – Talk openly about your payment methods to set clear expectations that Direct Debit is the preferred payment channel.

Explain how easy it is to sign up with Curlec – Show customers how easy it is to set up their payment with Curlec. By highlighting key benefits of using Direct Debit to customers, you are offering them peace of mind that builds an element of trust for your business.

Incentivise the switch – The truth is using Direct Debit brings a whole host of cost, time and admin savings to your business. You may pass on some of these savings to your customers and encourage them to start using Direct Debit ASAP. This can be:

  • Discounted monthly fees
  • Waiving any upfront fees
  • A gift for those paying by Direct Debit!

If you haven’t checked out our previous article on how you can further encourage customers to move to Direct Debit, you can brush up on your knowledge here.

Eager to get started on your very own Direct Debit solution with Curlec? Get in touch with us today by filling up the form below, and we’ll help you boost your business with the right roll out plan!

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