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How service businesses get paid.

Lower processing costs, recurring billing for service businesses, and the craft of selling payments. Written plainly, with no jargon and nothing to sign.

20 articles

Residuals · For partners

How Residual Income Actually Works for a Payments Agent

Accrual, hold windows, reversals and tiers, the full path a dollar of processing takes before it becomes your commission.

· 9 min read
Selling · For partners

Selling Subscription Billing Into the Trades

HVAC plans, pool routes, priority clubs. The highest-margin conversation in the field, and the questions that open it.

· 9 min read
Selling · For partners

Reading a Merchant Statement: A Field Guide for Agents

Where the real cost hides, which lines are negotiable, and how to compute an effective rate in front of the merchant.

· 9 min read
Selling · For partners

Building a Proposal From a Statement in Under 10 Minutes

A repeatable structure: their numbers, your pricing, the difference, and the disclosure that travels with the claim.

· 8 min read
Pricing · For partners

Pricing a Deal: Flat Rate or Interchange-Plus

How card mix, ticket size and volume decide the model, and what each choice does to your residual.

· 8 min read
Residuals · For partners

Commission Tiers Explained: Entry, Growth and Sub-ISO

What each tier requires, when a change takes effect, and why accruals keep the rate in force when they earned.

· 8 min read
Residuals · For partners

Sub-Partner Overrides: Building a Team Under You

Override math, the window it runs for, and how to recruit without cannibalising your own book.

· 7 min read
Portfolio · For partners

Portfolio Health: Returns, Chargebacks and Retrievals

The three ratios that decide whether your book keeps its pricing, and what to do when one merchant drags the rest.

· 7 min read
Verticals · For partners

The HVAC Vertical Playbook for Payments Agents

Seasonality, plan books, average tickets and the three questions that qualify an HVAC shop in one call.

· 8 min read
Verticals · For partners

Pool and Lawn Care: A Seasonal Vertical Playbook

Route-based businesses with monthly contracts and hard seasonality. Where the recurring revenue hides.

· 7 min read
Underwriting · For partners

High-Risk Underwriting: What Slows an Application Down

Documentation, ownership, industry codes and the four things that turn a two-day approval into a three-week one.

· 8 min read
Underwriting · For partners

MCC Codes That Change Your Deal

The classification decides risk tier, pricing and sometimes approval. A practical guide to getting it right up front.

· 7 min read
Selling · For partners

Why Pricing Locked at Invite Protects the Deal

The rate you sent is the rate they sign. What that guarantee prevents, and how to handle a price change mid-cycle.

· 6 min read
Onboarding · For partners

A Merchant's First Week: What Agents Should Actually Do

The first deposit, the first dispute and the first statement. Three moments that decide whether the account stays.

· 7 min read
Residuals · For partners

Forecasting Residual Income and Setting a Monthly Goal

Trailing run-rates, probability-weighted pipeline, and why volume is the wrong number to forecast from.

· 7 min read
Selling · For partners

Cold Outreach to Trade Contractors That Actually Books Meetings

When to call, what to open with, and the single artifact that gets a contractor to hand over a statement.

· 7 min read
Selling · For partners

The Five Objections to Switching Processors, Answered

"I'm in a contract." "My bookkeeper handles it." "I already got a better rate." Answers that hold up under scrutiny.

· 7 min read
Selling · For partners

POS or Mobile-First: Matching Hardware to the Merchant

A counter, a truck or both. How to recommend hardware without overselling a terminal nobody needs.

· 6 min read
Portfolio · For partners

Working Your Book From the Partner App

Invites, applications, approvals, residuals and merchant health, the daily loop, on a phone.

· 6 min read
Compliance · For partners

Compliance for Agents: What You Cannot Say in a Pitch

Approval guarantees, funding-time promises, bank claims and endorsement language. The lines that must not be crossed.

· 7 min read
Written by Michelle Hope Payments Editor, Paydigo