Get paid for the work you've already done

How do professional services firms usually get paid?

Service firms invoice after the work is done and then wait again for the client's check. Staffing firms pay their people weekly while clients pay on their own terms.

Every slow check stretches the gap between doing the work and being paid for it.

Where do check drafts help?

• Weekly or monthly invoices to the same clients.
• Retainers and engagement fees.
• Large project invoices where a card fee is a real cost.
• Clients who are glad to pay now but only cut checks on set days.

Which authorization fits best?

For recurring invoices, a blanket authorization at the matching frequency (weekly or monthly) with a cap per draft. For project invoices, a one-time approval each time.

If your engagement letter already authorizes drafts, record it on file.

What does a typical week look like with DraftPay?

1. 1

   Drop in the invoice or check

   Quick Draft reads the payer, bank details and amount, and matches the customer you already have.

2. 2

   Your customer approves

   From an emailed link, or not at all under a blanket authorization or one you already have on file.

3. 3

   Print the drafts together

   Approved drafts wait in your print queue. Print them in one batch on blank check stock.

4. 4

   Deposit and move on

   Deposit them at your own bank. Every draft keeps its signed record.