Customer dashboard with recent transactions, account balance, and more.
Accept online customer payments that post directly to QuickBooks.
Automate invoice delivery and notifications.
Customers can save credit card and bank accounts.
Automatically sync accounting data with your portal.
Customize all your email templates with complete control over your branding.
Complete control over the look and feel of your invoices.
Share files with customers and optionally allow customers to upload files. (Integrates with Dropbox and Google Drive)
The payment screen allows customers to choose...
Customers can select from any cards they have saved with their profile.
If no credit cards are saved in the customer profile, a new card can be added in order to continue with a payment.
Customers can also opt to enter a credit card payment and NOT store the card for future transactions. This allows for a one-time payment with the card.
For payment gateway providers that support US ACH transactions, your customer can add bank accounts and pay via ACH (echeck).
US banking customers can also utilize our internal check draft payment method. This payment method is free to use and has no transaction fees. See how it works.