Payment KPIs for finance teams: 8 to track and how to calculate them
The payment KPIs that matter for finance teams: collection rate, payment success rate, unpaid debit orders, DSO, cost of payments and reconciliation, with formulas.
7 min read
Blog category
Guides articles and guides
Step-by-step guides on reporting, accounting integrations and running finance operations.
Guides Guides Sage accounting integration for payments: cloud vs Pastel
How a Sage accounting integration gets your card, EFT and debit order payments into Sage Accounting or Pastel, with the right VAT codes and far less capturing.
6 min read
Guides Revenue reports for small businesses: the 6 worth running monthly
Which revenue reports a small business actually needs: revenue by period, customer, product and payment method, plus recurring revenue and refunds, with examples.
7 min read
Guides Payment gateway vs payment processor: what's the difference?
Payment gateway vs payment processor explained simply: who does what in a card payment, where acquirers and card schemes fit, and what it means for your fees.
6 min read
Guides How to automate your billing process in 7 steps
How to automate your billing process step by step: standardise pricing, then automate invoicing, collections, reminders, reconciliation and sync.
5 min read
Guides Billing software vs accounting software: do you need both?
Billing software vs accounting software: what each does, where they overlap, when accounting software is enough and when billing software pays off.
4 min read
Guides Month-end close for small businesses: a practical checklist
A month-end close checklist for small South African businesses: reconciliations, receivables, payables, VAT, payroll and reports, closed in days.
4 min read
Guides Zoho Books payment integration: getting collections into your books
A Zoho Books payment integration guide for South African businesses: what to sync, how to map VAT and fees, and how to keep gateway payouts reconciled.
6 min read
Guides Accounts receivable best practices for growing businesses
Accounts receivable best practices for growing businesses: clean customer data, fast invoicing, cash application, controls and the KPIs that matter.
5 min read
Guides Billing support queries: 9 fixes that cut them at the source
Most billing support queries come from a few predictable causes. Here are nine practical fixes, from clearer invoices to self-service, that stop them recurring.
7 min read
Guides Credit control process: a step-by-step guide for SA businesses
Set up a credit control process that gets invoices paid: credit policy, account opening, reminders, escalation, payment plans and handover timeline.
5 min read
Guides QuickBooks payment integration in South Africa: a practical guide
QuickBooks payment integration for South African businesses: how to get gateway, debit order and EFT payments into QuickBooks Online cleanly, with VAT intact.
6 min read
Guides Debt prescription in South Africa: when unpaid invoices expire
Debt prescription in South Africa explained for businesses: the 3-year rule for unpaid invoices, what interrupts it and how to protect your debtors book.
4 min read
Guides Bank reconciliation basics for small businesses in South Africa
Bank reconciliation basics for small businesses: what it is, a worked example, timing differences, bank charges and gateway payouts, plus a weekly checklist.
5 min read
Guides Xero payment integration: getting gateway payments into Xero cleanly
A practical guide to Xero payment integration for South African businesses: bank feeds, recording invoice payments, gateway fees, clearing accounts and reconciling.
7 min read
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