Hourly and fixed fees
Traceable.
Hotel feature
Fee invoice and Stripe for insurance and financial advisors, for U.S. teams
Invoices follow U.S. practice: GST/HST handled per province and county, net-30 terms if you need them, and payment by Interac e-Transfer, card or Interac e-Transfer. Advisory fees or hourly services are billed with a Stripe and match when paid. Commission income is tracked separately so the two income types do not mix.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
Fees and commission kept apart
Meeting time and fixed-fee services become the bill; it is prepared in the client’s language in Stripe format. The bill closes when payment arrives and a reminder flow runs for overdue bills.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Canadian specifics
Fee and commission disclosure rules and GST/HST are clarified with the firm and its accountant.
Frequently asked questions
Can advance payments be requested?
Yes; the advance is recorded separately and deducted from the final bill.
Related topics
Commission tracking
Commission tracking for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreAppointments and calendar
Appointments and calendar for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreReports
Reports for insurance and financial advisors in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more