Delray Digital Solutions · High-touch service
Financial Solutions Setup
We design and set up how your business takes and moves money: online payments, invoicing, pay links, recurring billing and payouts, connected to your website and accounting.
Secure checkout. We email you within 1 business day to start. Questions? Contact us.
The problem
Many businesses run payments on a patchwork: one tool for invoices, another for the website, a card reader from somewhere else, and bank transfers in between. Reconciling it all eats hours every month, and fees are rarely reviewed.
Financial Solutions Setup looks at how you sell and get paid, then sets up a joined-up system across payments, invoicing and payouts, with everything in accounts you own.
What’s included
Payments review
We map your current payment methods, tools and fees and identify gaps and overlaps.
Processor options shortlist
A written comparison of suitable options for your business, so you choose with clear information.
Website payments
Checkout payments configured on your WooCommerce site once you connect your chosen gateway.
Invoicing and pay links
Invoice templates, payment terms wording and reusable pay links set up in your chosen tool.
Recurring billing
Subscriptions or retainers configured where your business needs them.
Payouts and reconciliation
Payout schedule set, and payments connected to your accounting software where supported.
Documentation and training
A written guide to your payment setup and a 60-minute handover session.
Who it’s for
- Service businesses and retailers with payments spread across several tools
- Businesses adding online payments, recurring billing or invoicing for the first time
- Owners who want a clear, documented payment setup before growing
Not the right fit: Bookkeeping, tax advice, lending or acting as your payment processor. We set up tools you own; we never hold your funds.
Deliverables
- Payments review and options shortlist (written)
- Configured website payments, invoicing, pay links and recurring billing
- Accounting connection where supported
- Payment setup guide
- 60-minute handover session
How it works
- Check out. We email you an intake form within 1 business day and arrange a kickoff call.
- Weeks 1-2: review and options shortlist. You choose and open accounts in your name.
- Weeks 3-4: we configure, test and document, then hand over.
Questions
Is payment taken now?
Yes. You pay the listed price at checkout. Within 1 business day we email you a short intake form and arrange a kickoff call.
Do you choose the processor for me?
No. We give you a clear comparison and recommendation, and you choose. Accounts are always opened in your name.
Do you ever handle our money?
No. Funds go straight from your customers to your accounts. We only configure the tools.
Is this financial or tax advice?
No. We set up systems. Please involve your accountant for tax and accounting decisions; we're happy to work with them.
How long does it take?
Typically about four weeks, depending on how quickly provider accounts are approved.
Financial Solutions Setup
We design and set up how your business takes and moves money: online payments, invoicing, pay links, recurring billing and payouts, connected to your website and accounting.
Questions before you buy? Contact us or email hello@delraydigitalsolutions.com