Decision ID: DEC-15Category: Financial Ops

Credit Card
vs. Invoice.

The Executive Verdict

"Do not choose based on Convenience. Choose based on ACV. Credit Cards are for Transactional Sales (<$5k). Invoices (Wires) are for Relationship Sales (>$5k). The Exeluma Protocol: Below $5k, mandate card. Above $5k, offer Invoice to avoid fees and align with Enterprise Procurement."

  • Card: Fast. High Fee. High Churn.
  • Invoice: Secure. Low Fee. Enterprise Standard.

2. The Economic Reality: Fees & Friction

Most founders focus on the 2.9%. Strategists focus on Success Rates.

Credit Card

  • Fee on $50k:$1,450 (2.9%)
  • Churn Risk:High (Expiry/Limits)
  • "Great for speed. Terrible for high-ticket retention."

Invoice (Wire)

  • Fee on $50k:~$25 (Flat)
  • Churn Risk:Low (Stable)
  • "Slow to arrive (Net 30), but reliable and cheap."

3. The Psychology: The "Corporate Card" Ceiling

The Manager (Card)

Has a P-Card. Wants to solve a problem NOW. Limit is usually $2k - $5k.

The CFO (Invoice)

Hates "Shadow IT" spending. Wants a PO and internal approval.If you invoice, you are a Partner. If you charge a card, you are an Expense.

5. The Hybrid Protocol

TierPrice PointRule
Self-Serve$0 - $499 / moCredit Card Only. No manual invoices.
Mid-Market$500 - $1,500 / moDefault to Card. Offer Invoice for Annual Upfront.
Enterprise$15k+ / yearInvoice Default. Require PO.

6. Case Study: The "Transaction Fee" Leak

// $32k in found profit

An agency billed 20 clients ($5k/mo each) via Stripe. They paid $2,900/mo in fees.

The Fix: Switched everyone to ACH/Wire. Fees dropped to $200/mo.

Result: Found $32,400/year in free profit. Enough to hire an Ops Assistant.

9. The Connection

Bleeding fees?

The Exeluma "Payment Ops Audit" calculates your "Processing Tax" and helps you recover it.