Features
Accept credit, debit and electronic check payments inside of Accounting Suite
Run transactions, allow customers to pay by email, automate payment collections, and more—right within Accounting Suite. Easy installation and no development needed.
Integrated Payments
Capture payments immediately when you create an invoice or sales order.
Click And Pay Invoicing
Send invoices with payment links from Accounting Suite to your customers via email.
Customer Surcharging
Pass along the cost of merchant fees and pay 0% in credit card processing costs.
Customer Payment Portal
Give your customers a self-serve platform to view and pay open & past invoices.
Interchange Optimization
Automatically add Level 2 and Level 3 data and save up to 1.25% on your B2B transactions.
Invoice Workflows
Set up invoice payment reminders that speed up receivables and reduce late pays and collections.
Late Fee Assessment
Give your customers incentive to pay invoices on time by automated late fees to past due invoices.
Recurring Billing
Easily set up customers on recurring invoice cycles to completely automate payments.
Paper Invoicing
Offer the ability to send paper vs. email invoices to customers that are completley automated.
Streamline your Accounting Suite payments process from invoice to reconciliation.
Completely integrated with Accounting Suite
Accelerate your payment process, minimize double-data entry, and decrease keying errors by utilizing Accounting Suite as your centralized hub for payment processing. The integration is so seamless, you'll think it's a native feature of Accounting Suite! Now you can say goodbye to the hassle of logging into separate software and the extra steps involved in transferring data between different interfaces. With Accounting Suite, all sales, returns, and credits are automatically tracked and reconciled, streamlining your financial management effortlessly.
Click And Pay Invoicing
Speed up receivables and eliminate trying to collect late payments by using “click and pay” invoicing. Just email your invoices from Accounting Suite, and when your customer makes the payment, the invoice is automatically reconciled and marked as paid in Accounting Suite. Best of all, because the whole process works natively inside your existing Accounting Suite, there is nothing new to learn.
Customer Surcharging
Tired of paying credit card fees? Now you can automatically add surcharges or technology fees to your invoices reducing your processing fees by up to 95%. Choose from two ways to offset your processing costs – Surcharging or Dual Pricing. Either way keeps you compliant with card association guidelines, gives your customers the choice of how they want to pay, and most importantly, eliminates the high cost of accepting credit cards.
Automated Invoice Payments
Tired of chasing down past-due invoices? If so, our AutoPay feature is for you. By enabling customers to securely store their preferred payment method in the system and activating AutoPay, invoices will be paid automatically on their due date. This ensures that your receivables are always up-to-date and received promptly. Additionally, if you opt to include surcharges on invoices, these will be automatically calculated and added to the total amount due, streamlining the payment process even further.
Customer Payment Portal
Simplify your payment collections with a fully branded, secure online portal for your customers to easily pay open invoices and view past invoice history. The portal allows customers to pay single or bulk invoices, add payment methods for quick future checkout, and even view past invoices and export payment details. Once an invoice is paid, it is automatically updated in QuickBooks eliminating manual reconsiliation and accounting errors.
Interchange Optimization
Interchange optimization is a big deal - especially for B2B merchants. When a transaction is processed, the system automatically selects the most cost-effective interchange categories for each transaction and adds level 2 and level 3 data giving you savings of up to .65% to 1.25% per transaction on business and corporate cards. By leveraging this feature, your business can instantly reduce processing costs without ever lifting a finger.
Automated Invoice Workflows
The Invoice Messenger makes notifying your customers of their invoices a breeze. Our reminder feature can be customized to handle a communication schedule that starts with gentle prompts and progresses to more serious warnings if invoices age beyond the due date. The system is completely whitelabled for your business so just create your templates, customize your look and feel, and let Invoice Messenger do all of the heavy lifting.
Late Fee Assesment
You provide a product or service and your customers are expected to pay, on time every time, and by charging late fees, you let your customers know that you take collections seriously. The Late Fee Manager notifies your customers of late fee terms and conditions and automatically calculates and applies finance charges to your existing invoices. Additionally, by collecting late fees and finance charges you add revenue to your business, providing you with more working capital.
Recurring Billing
Enjoy the capability to create new, recurring payments for customers with any payment option including credit cards and eCheck. Just schedule the billing to occur at your set frequency—either within a range of dates or indefinitely and let the system do the rest. At the end of the day, all payments are automatically synced with your Accounting Suite for hassle-free reconciliation!
Flexible Installment Payments
Offer installment payment options for customers who need a more flexible solution for paying invoices. You can enable payment plans on an individual or group basis, allowing selected clients to request flexible payment terms.
Simply turn on the Payment Plan option and payments will automatically be collected on the approved schedule with transactions reconciled instantly within QuickBooks.
Paper Mail Invoicing
In a world of technology, don't count out paper-mailed invoices! Many times email reminders can get lost in an inbox and some customers prefer or even require invoices to be mailed. A physical invoice can serve as a great reminder to get somebody to pay, add that extra "nudge" and help in speeding up lagging receivables. By turning on paper invoicing, we will have your custom-designed invoices automatically printed, stuffed, and mailed at whatever frequency needed so you don't have to.
Streamline your Accounting Suite payments process from invoice to reconciliation
Completely integrated with Accounting Suite
Get paid faster, and reduce double-data entry and keying errors by using Accounting Suite as your centralized location for payment processing. No more extra steps of having to transfer data to different interfaces plus all sales, returns, and credits are tracked and reconciled automatically.
Click And Pay Invoicing
Speed up receivables and eliminate trying to collect late payments by using “click and pay” invoicing. Just email your invoices, and when your customer makes the payment, the invoice is automatically reconciled and marked as paid in Accounting Suite! You can even create automated workflows that remind customers that payments are past due. Best of all, because the whole process works natively inside Accounting Suite, there is nothing new to learn.
Customer Surcharging
Tired of paying credit card fees? Now you can automatically pass them through to your customers just like big companies do and pay 0% in processing fees. This allows you to still accept credit cards and maintain your customer base while at the same time reducing your merchant services bill every month to essentially zero. Additionally, all card association compliance is managed for you making your payment processing hassle free!
Customer Payment Portal
Simplify your payment collections with a fully branded, secure online portal for your customers to easily pay off open invoices and view invoice history. The portal allows customers to pay single or bulk invoices, add payment methods for quick future checkout, and even export payment details. Once payments are made, everything is automatically reconciled back to Accounting Suite eliminating manual entry and accounting errors!
eCommerce
Easily connect your payments account to over 30 pre-built eCommerce plugins for carts like WooCommerce, Magento, and Big Commerce. There is absolutely no development or code needed, and all integrations use the latest in payment security such as tokenization, encryption, and address verification to ensure that customer data is protected end to end. Setup is a snap and even if you have no experience with websites, our support team can guide you through the setup process.
Mobile Payments
With mobile payment integration you can eliminate waiting to get paid. From trade shows to techs in the field, our mobile app will allow your team to accept payment on invoices and orders directly from any mobile device. You can easily scan credit cards or use one our mobile EMV devices and once a payment is approved, the invoice will automatically sync back to your Accounting Suite accounting as paid.
Card Swipe EMV
Looking to accept payments in person? No problem! Now you can run transactions in the office or on the go with our powerful, yet flexible EMV terminals that give you the ability to swipe, chip or tap for contactless payments. Once completed, you can easily sync payments done on the device into your Accounting Suite accounting software to save reconciliation time.
Virtual Terminal
Run transactions anytime, anywhere, and from any web browser with a cloud-based virtual terminal. It’s the perfect solution for managing customer payments when you don’t have access to Accounting Suite. Accept credit cards and eChecks for one time transactions, set up recurring billing schedules, email payment links to customers and even add secure checkout pages and payment buttons to your website.
Recurring Billing
Enjoy the capability to create new, recurring payments for customers with any payment option including credit cards and eCheck. Just schedule the billing to occur at your set frequency—either within a range of dates or indefinitely and let the system do the rest. At the end of the day, all payments are automatically synced with your Accounting Suite for hassle-free reconciliation!
