Invoice. Track. Collect.
Invoicing your customers is now integrated and effortless. Simply customize your invoice framework with a logo, header message and return policy then select a customer, enter the line item detail and click send.
Send & Receive
Sending invoices and receiving payments have never been easier.
The option to accept credit card payments on a sent invoice makes collecting funds fast and hassle-free. Simply create your invoice and hit send. Your customers will receive an email and a text (optional) with a link to view their invoice where they can immediately pay with their credit card. The payment is then automatically collected, and your customer receives an email receipt at the time of payment.
Track the history on each invoice and any outstanding balances, and as payments are received the status of the invoice adjusts automatically.
You now have access to recurring functionality and can set up new recurring profiles to make collecting payments from your customers super easy.
View estimated and actual collected receivables from your recurring plans to help with forecasting cash flow.
Ready to get started?
Our experienced payment advisors specialize in working with businesses just like yours to create innovative solutions based on your specific needs.
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