Agency Payment Workflow

For agencies that need to handle payments themselves, the way that works is:

  • The agency tracks time using the Commerce Hero integration.
  • The agency invoices the client
  • The agency also creates a payment request in Commerce Hero and uploads the invoice there.
  • When the client pays the invoice, the agency marks the payment as Paid in Commerce Hero
  • At that time, Commerce Hero charges the agency's credit card on file for 10%.

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