FREE 30 Day Trial – Automate Recurring Invoice Payments with Seamless Quickbooks Integration

Key Features and Benefits

  • Accept ACH or Credit Card Payments Online

o ACH payments save the business credit card fees & reduces customer debt

o Compatible with most credit card merchant accounts including Intuit

o Auto/Recurring ACH & Credit Card payments – setup by business or payer

o Customers can pay w/o an account by entering invoice # from link on your website

o Add surcharges

o Allow credit card payments per customer

o Setup installment plans

o Mobile payment version for the payer

  • Auto Sync with QuickBooks

o No need to “send” invoices, B&P sends automatically

o Payments automatically applied to invoices and moved to un-deposited funds

o Payments applied to jobs with unique payer account login option

o Built-in setup to existing QB Intuit Merchant accounts

o Bank deposit is total invoice amount – transaction fees deducted at month end

o Add new customers and payments in B&P, sync to QB w/o needing an invoice first

  • Business Benefits

o Easy set-up wizard and user-friendly screens

o Branded as the business – emails, customer portal, custom messaging

o Customer Invitation letters:  print, email, customize

o Automatic payment reminder emails

o Credit card expiration reminder emails sent automatically

o Free remote access via web for staff to access client A/R (w/no access to QB)

o Accept payments over the phone

o Attach supporting pdf documentation with invoices

  • Customer portal features

o Clean, easy to use, branded as the business

o Up to 36 months of history – view all invoices, payments and credit memos

o Access to all payment types:  cash, checks, online, phone

o Thank you email sent to customer after payment

o If customer’s account entered by customer; business doesn’t collect or see

o Up to 3 customer email addresses

  • Support

o Knowledgeable and responsive USA customer service team

o Priority given to all enhancement requests

  • Other

o Payer applies payment or partial payments to specific invoices – no errors applying wrong invoice

o View deposits for cash flow purposes w/out access to QB o Month to month contract, business can cancel at any time o  “Easy Invoice” version for non-QB users