Accelerate your payment process, minimize double-data entry, and decrease keying errors by utilizing QuickBooks Desktop as your centralized hub for payment processing. The integration is so seamless, you’ll think it’s a native feature of QuickBooks! 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 QuickBooks Desktop, all sales, returns, and credits are automatically tracked and reconciled, streamlining your financial management effortlessly.

Speed up receivables and eliminate trying to collect late payments by using “click and pay” invoicing. Just email your invoices from QuickBooks, and when your customer makes the payment, the invoice is automatically reconciled and marked as paid in QuickBooks Desktop.   Best of all, because the whole process works natively inside your existing QuickBooks Desktop, there is nothing new to learn.

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.

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 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.

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.

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.

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 QuickBooks Desktop for hassle-free reconciliation!

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.