You should have a good payment processor that enables your team to quickly and easily charge and bill customers that you are migrating.
We highly recommend Stripe.com.
Create a Stripe Account
Create an account with Stripe and verify your business.
Remove Postal-Payment Options
Go to Gear > Settings > Business > Public Details and remove the Customer Support Address.
This is important so that customers do not mail you checks.
Set a Customer Service Email Address
Go to Gear > Settings > Business > Business Details and provide a Customer Support email.
This field is included in all emails that Stripe sends so it is important that it is one that customers can reply to.
Enable Digital Payment Options
Go to Gear > Settings > Payments > Payment Methods and turn on:
- Bank Transfer payments
- Credit Card payments
Change Default Invoicing Terms
Go to Settings > Billing > Invoices and set Default Payment Terms to 0 Days.
This is important because it helps communicate that payment is due before you start work and not sometime later.
Create a Data Migration Product
Go to Product Catalog > Add Product and add a $1 Data Migration product.
By making the product $1, it makes it easy for you to offer custom pricing per-project - just change the quantity.