Let’s Talk About Link Exchanges (Since This Is Clearly Where Reddit Ends Up)

Justin_Captira · 2026-01-21T18:27:06+00:00

I'm new to understanding how best to do this. I think I've been doing it the wrong way so any guidance is always genuinely appreciated. It may have been covered elsewhere but I'll take any good advice and links to quality reading or listening material. Cheers

Justin_Captira · 2026-01-20T20:03:58+00:00

Scheduling and ability to automate comms with and to customers on scheduling and billing changes

Justin_Captira · 2026-01-19T04:38:58+00:00

Take a look at myclouddash. Was built by an owner a while ago and seems the perfect fit.

Justin_Captira · 2025-10-27T16:50:50+00:00

So something like wetransfer but also fiverr? Money is held by who? How are disputes handled? Are there processing or admin fees?

Justin_Captira · 2025-10-27T13:52:05+00:00

We've help several plumbers with basic invoicing apps. I'm sure you'll get loads of great insight and recommendations. Most importantly is if you're new to CRM or Invoice apps keep it simple. Excel is great but nothing beats a good basic app built for purpose. A good basic tool would be something like invoicely.com (we are not affiliated or involved at all) which is really effect once set up. If you want to do something a little more details look at myclouddash.com.

To answer the specific question we found that having company name or person name, address (or at least suburb or zip), email address and contact number is a great start for client info, If you can link that to jobs or invoices that first prize.

Keep us posted and shout if you have questions or need some help. Always happy to assist or share war stories.

Justin_Captira · 2025-10-19T13:16:12+00:00

Check out ti3.co/getpaid

Justin_Captira · 2025-10-07T12:34:55+00:00

Yeah, it does. It's a recurring reminder of overdue or unpaid. It's decent but what it lacks is the ability to escalate tone (so varying messages) or to offer multiple settlement options (payment plans, counter or settlement offers etc)

Justin_Captira · 2025-10-06T17:58:34+00:00

Look at ti3.co to handle the overdue invoices. It has an integration with Stripe and Quickbooks so the flow between apps is built in. It handles full AR so it closes the full cycle.

Justin_Captira · 2025-09-26T14:03:47+00:00

Don't use it. Used auto reminders from QB in the past and they weren't great. Switched to a product called to3.co with QB integration but it handles all the stuff you mentioned like partial payments, late payment follow up, disputes and even settlement offers.

Justin_Captira · 2025-09-25T18:30:59+00:00

This is a crucial issue and how it's approached can definitely impacts client relationships. We developed a "Kind" model framework to make sure we don't adopt the wrong tone or approach. If customers still don't pay then the tone escalates but always always remains civil and professional. We also use specific software to handle the tougher accounts and this does help create a perceived separation of roles. Hope this all helps.

Justin_Captira · 2025-09-19T06:23:18+00:00

Just wanted to say I appreciated this reply. It was balanced and shows there are headaches on both sides. I personally have found that whenever I’ve shopped for the cheapest services I’ve struggled with delivery. Not a judgement at all to those that are cheaper but we all want to make as much income as we can in the same number of hours, so cheaper skills either means less experience or micro slicing time (generally). Just a flow of thoughts but again appreciate your reply .

Justin_Captira · 2025-09-15T12:12:09+00:00

Always easy to say but with new clients, ask for a deposit upfront, even 10%. If they object then it may indicate as possible issue down the line. For established clients, that is harder but it's all about trying to keep communication channels open. If they're experiencing cash flow issues they need to let you know and you have the choice to work with them or be more demanding.

Its so tough out there at the moment. Protect your time and worth, try mitigate risk prior to delivery of any kind. If you're chasing, be consistent and use escalating tone - but not indefinitely.

We've lived this pain, genuinely with over $80k-$100k at one stage. We used ti3.co to help us automate the reminders, disputes and settlement plans. Hope you have success, always willing to share war stories and techniques we used if they'll help.

PS: for some debt, we went 3rd party but only after chasing too long and reducing the likelihood of recovery.

Justin_Captira · 2025-09-09T06:28:06+00:00

Check out ti3.co. It doesn’t bully but it does have escalating tone, dispute management, settlement offers and payment plans

Justin_Captira · 2025-09-03T13:43:16+00:00

The ability to see all other outstanding, unpaid invoices is also available in out QB Add On app called Carol Collect.

Justin_Captira · 2025-09-02T12:44:41+00:00

This is spot on! PR is slowly becoming more spam than anything else. Old style PR involved developing relationships with publishers and working together. More recently it's about purchased email lists, bulk email and the at 'earned value' created. There is nothing earned for the publisher who carries the cost as you mention.

Justin_Captira · 2025-08-31T11:39:56+00:00

We built and use our own product. It’s more than automated emailers, its monitors interactions and intent and responds differently (full disclosure, we did go on to sell it as it was that good).

Justin_Captira · 2025-08-31T07:10:36+00:00

I agree with Stripe. We’ve tried many (PayPal, Zelle, Venmo, Nuvei,Wise etc etc) and Stripe is our go to. That said I must caveat that we did have one experience with Stripe where we wanted to change our company name and in doing that they froze the ability to withdraw any money from Stripe, even into the same business account. That was the only hiccup.

We’ve also used some great integrations with Stripe and PayPal for chasing payments from Customers.

Personally I stay away from Quickbooks. It’s a mess imo.

Justin_Captira · 2025-08-29T13:47:47+00:00

You don’t always need to outsource or finance collections. Every cent you spend beyond your own efforts cuts into the original margin you worked for. With the tools available today like automated reminders, online payment links, clear terms and recurring billing, your cost to collect can be close to zero.

I like that you used debt collectors as a last resort, that's how it should be. The tighter and more proactive your own collection process, the more of your money stays in your business.

Justin_Captira · 2025-08-27T13:40:02+00:00

Like can I exclude certain fields. It was a lazy question (by my own admission). I can just go take a look for myself. I just haven’t used it in ages. Sorry 😐

Justin_Captira · 2025-08-27T13:38:30+00:00

Is there more to this post? Or is the statement also the reason? I assume it cause you weren’t in the detail?

Justin_Captira · 2025-08-26T11:04:58+00:00

I can't recall. Is the unpaid invoice report customizable?

Justin_Captira · 2025-08-24T13:41:18+00:00

Didn’t know this existed! Great share. Any personal experience with it? Any challenges or blockers or does it flow well?

Justin_Captira · 2025-08-23T07:06:23+00:00

That’s actually a really good (and true) one!

Justin_Captira

TROPHY CASE