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INSIGHTS FOR SMBS AND SMES

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Daniel Price

Independent business coverage for SMBs and SMEs, with practical reporting on payments, finance, AI, operations, legal risk, retail and local business trends.

SMBSMEOperationsFinanceTechnology

Published articles

Payments / 1 min read

Separate Payment Acceptance From Order Completion

A paid order is not necessarily a completed order. The customer may still be waiting for collection, installation or delivery. Combining those states in one dashboard can conceal unfinished work and create misleading answers...

Payments / 1 min read

Give Every Payment Exception a Clear Resolution Record

A payment exception is not finished simply because the customer stopped asking about it. The business needs a record of what happened, what the provider confirmed and whether another action remains.

Payments / 1 min read

Treat Refund Confirmation as Part of Customer Service

Approving a refund and explaining it to the customer are separate steps. A business can complete its own action while leaving the customer uncertain about the amount, method or expected next update.

Payments / 1 min read

Match the Deposit to the Batch Before Calling It Missing

A lower-than-expected bank deposit deserves investigation, but the first question is which transactions belong in it. Comparing today's sales total with today's deposit can mix different settlement periods and create a problem that exists...

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