Check your payments

Some Mystery Shopping companies lack the professionalism to issue timely payments.
The Sassie platform is not easy to work with if you want to export your shop history to Excel to match the numbers.
Please check your payments and follow up with your company. I found several hundreds missing when I did an audit of a shopping company that does car washes.

Create an Account or Log In

Membership is free. Simply choose your username, type in your email address, and choose a password. You immediately get full access to the forum.

Already a member? Log In.

I keep a spreadsheet of all my shops that I've done separated by month, since I started MSing/Merch'ing back in 2005. My categories are MSC/Merch Name, Work Done, Mileage, Amount Owed & Date Paid. So by having this spreadsheet, I have always been able to see when I've been paid. It's important to have some sort of way to keep track of payments. I do agree with the OP that we should always keep an eye on payments owed, but with my spreadsheet, it's not too difficult to keep track of that.
I have a detailed excel spreadsheet as well. I put down the date and change the color when the job is paid. My non payments stick out. I won't close out a sheet until all have been paid. Still waiting on one job from February. You have to know what is going on with your jobs at all times
I keep mine in my calendar on my phone. Its red until its paid and then I turn the entry green. Its real easy to track missing payments this way.
@jlcarter1975 wrote:

I keep mine in my calendar on my phone. Its red until its paid and then I turn the entry green. Its real easy to track missing payments this way.

Except when you do a high volume of work. I did 93 shops last Tuesday & Wednesday..... putting all those in my phone would be ridiculous.

I use an Excel sheet
I've only been doing mystery shopping for a year, and although I have had some very late payments, I have yet to be cheated out of any payment. I'm signed up with 20+ MSCs and I have about 400 shops so far. I do agree with the OP (Nabilino) that there is no easy way to track all of this stuff. It's all manual, and if you aren't keeping good records as you go, you will end up with a big mess.

To Nabilino's point, it would be very awesome if we could export job reports, payments, etc. from the Sassie platform. The same goes for other MSC platforms - AND PayPal. Some MSCs are great with their PayPal payments and they include the job ID number with the payment. This is helpful when you receive a single PayPal payment for multiple jobs with the same MSC. Most MSC's PayPal payments only have a generic statement like "this if for payment for jobs completed from Feb 1 through Feb 16."

I use one spreadsheet with a separate tab/worksheet for each calendar year. I use it to track mileage, expenses, date of reimbursement, method of reimbursement, etc. My "paid" field changes to green automatically when I enter a paid date into a certain field. All of the info I track in this spreadsheet also made it easy when it came time to report taxes for the past year - that's why I keep all of the calendar year info in one tab/worksheet. It's great for filtering, sorting, etc.

Speaking of sorting - one tip that I read in this forum that has really helped me out, is to include a column on the left hand side of my spreadsheet for the line item number. I enter shops in my spreadsheet in the order that I am approved for them, not the date that I peform them or submit them. This numbering adds another way to resort your spreadsheet if you screw it up by sorting by another column and then want to go back to your original sorting format. (you can have Excel or Google Sheets automatically number them, BTW)

TL;DR: Keep good records as you go, to save a lot of time later. Also, the MSCs could do a better job by providing the option to export payment reports, etc.
Like others, I keep excel spreadsheets. Among the categories people have stated, I put the expected fee in one column and expected reimbursement in another (helps at the end of the year for taxes to keep them separate). I keep the "paid" column empty until I have been paid. I can easily see if I have been paid for a shop and if it was the correct amount. Finally, I use formulas so I can see how much I have been paid in fees and reimbursement total, for all shops, as well as how much is outstanding.
I actually have the old style accounting paper work with the entry book for my debits and credits...lol

Shopping Arkansas, Louisiana, & Mississippi.
I've actually emailed Sassie with this feedback but they are mostly geared towards developing the functionality for the MSC's and not the shoppers.

It would be lovely if there as a better way to export out the shops/fees owed or paid, but like others here, the gigantic Excel spreadsheet is the way to go. I have also found it to be MUCH better to maintain this sheet regularly (either daily or weekly) because it is way easier to keep up than to catch up (learned that the hard way a few years ago!)
@nabilino wrote:

Some Mystery Shopping companies lack the professionalism to issue timely payments.
The Sassie platform is not easy to work with if you want to export your shop history to Excel to match the numbers.
I save all my SASSIE shops as pdf so that i have an easily accessible record if I ever need to reference anything I reported. The only thing I do not like about SASSIE is that some clients force you to clck the guidelines download on each assigned shop before you can enter to report the shop. That takes a lot of time when I have a couple dozen or more shops from the same client in my shop log. It's even more frustrating if I miss clicking the guideline link on a couple of them and have to do it on my smartphone onsite.
@ArkLaMissshopping wrote:

I actually have the old style accounting paper work with the entry book for my debits and credits...lol
Time is money; I go digital and practice redundancy.
Fortunately most MSCs today offer timely and accurate payments. But there are a few that I need to stay on top of regularly. I also use Excel to keep track of jobs and payments. And it hasn't happened often but there have been times over the past 10 plus years where payment discrepancies have arisen. I can remember one time when several completed jobs simply disappeared from my shop record. Fortunately I had saved the shop submission confirmations and ultimately got paid after bringing it to the attention of the MSC. The most money I've lost with no recourse was when NSS went belly up.
Sorry, only registered users may post in this forum.

Click here to login