Perfect For:
- Residential & Commercial Services
- Membership Organizations
- Repeat Services
- Wholesale Suppliers
- Professional Services
- Rental
- Property Management
- Tutoring and Training
- Private Schools
The Most Complete Invoicing & Payment Solution
Accept ACH and Credit Card Payments Online
Works with Any Merchant Account
Customer Portal Branded as Your Business
Recurring Payments, Payment Plans, and Reminder Emails
Email with Link to Pay - No Login Required
Works with QuickBooks, Xero and Other Accounting Software
Key Features & Benefits
Click or touch a title below to view more deails
Accept ACH or Credit Card Payments Online
- ACH payments save the business credit card fees & reduces customer debt
- Compatible with most credit card merchant accounts including Intuit
- Auto/Recurring ACH & Credit Card payments – setup by business or payer
- Customers can pay w/o an account by entering invoice # from link on your website
- Add surcharges o Allow credit card payments per customer
- Setup installment plans
- Mobile payment version for the payer
Auto Sync with QuickBooks
- No need to “send” invoices, B&P sends automatically
- Payments automatically applied to invoices and moved to un-deposited funds
- Payments applied to jobs with unique payer account login option
- Built-in setup to existing QB Intuit Merchant accounts
- Bank deposit is total invoice amount – transaction fees deducted at month end
- Add new customers and payments in B&P, sync to QB w/o needing an invoice first
Business Benefits
- Easy set-up wizard and user-friendly screens
- Branded as the business – emails, customer portal, custom messaging
- Customer Invitation letters: print, email, customize
- Automatic payment reminder emails
- Credit card expiration reminder emails sent automatically
- Free remote access via web for staff to access client A/R (w/no access to QB)
- Accept payments over the phone
- Attach supporting pdf documentation with invoices
Customer Portal Features
- Clean, easy to use, branded as the business
- Up to 36 months of history – view all invoices, payments and credit memos
- Access to all payment types: cash, checks, online, phone
- Thank you email sent to customer after payment
- If customer’s account entered by customer; business doesn’t collect or see
- Up to 3 customer email addresses
Support
- Knowledgeable and responsive USA customer service team
- Priority given to all enhancement requests
Other
- Payer applies payment or partial payments to specific invoices – no errors applying wrong invoice
- View deposits for cash flow purposes w/out access to QB
- Month to month contract, business can cancel at any time
- “Easy Invoice” version for non-QB users
Make sure the invoicing and payment solution
you choose has all the features you need.
Easy Invoice
Stand Alone Accounts Receivables
$24/month
- plus $0.55 per Transaction*
- __________
- ACH or Credit Cards
- Works with Any Merchant Account
- Includes 3 Staff User Accounts
- Unlimited Invoices & Customers
- Email Invoices
- Payment Reminder Emails
- Link to Pay
- Branded Customer Portal
- No Customer Account Required
- Customer Access to Account History
- “Pay Now” Link for Your Web Site
- Pay Statements or Invoices
- Auto-pay Balance Due
- Payment Plans
- Enter Payments From Customers
- Subscription Payments
- Allow “Credit Card Use” by Customer
- Invitation Letters and Emails
- Credit Card Expiration Emails
- Attach PDF’s to Invoices
- Email Delivery Reports
- Level 3 Processing
- API Access
- USA Customer Support Team
Enterprise
Implementation Works with Any Software
$39/month
- plus $0.55 per Transaction*
- __________
- ACH or Credit Cards
- Works with Any Merchant Account
- Includes 3 Staff User Accounts
- Unlimited Invoices & Customers
- Email Invoices
- Payment Reminder Emails
- Link to Pay
- Branded Customer Portal
- No Customer Account Required
- Customer Access to Account History
- “Pay Now” Link for Your Web Site
- Pay Statements or Invoices
- Auto-pay Balance Due
- Payment Plans
- Enter Payments From Customers
- Subscription Payments
- Allow “Credit Card Use” by Customer
- Invitation Letters and Emails
- Credit Card Expiration Emails
- Attach PDF’s to Invoices
- Email Delivery Reports
- Level 3 Processing
- API Access
- USA Customer Support Team
- Auto-Sync Customers
- Auto-Sync Sub-customers and Jobs
- Auto-Sync Invoices and Payments
- Auto-Sync Credit Memos and Statements Charges
- Staff Web Access to Accounting Software AR
- Payments Applied to Invoices
- Works with Any Software
- Customized Implementation
- Flexible Number of Staff Users
- Phone Support
- Import Invoices
- Export Payments
- Automated Import and Export
Premium
QuickBooks and Xerox Integration
$29/month
- plus $0.55 per Transaction*
- __________
- ACH or Credit Cards
- Works with Any Merchant Account
- Includes 3 Staff User Accounts
- Unlimited Invoices & Customers
- Email Invoices
- Payment Reminder Emails
- Link to Pay
- Branded Customer Portal
- No Customer Account Required
- Customer Access to Account History
- “Pay Now” Link for Your Web Site
- Pay Statements or Invoices
- Auto-pay Balance Due
- Payment Plans
- Enter Payments From Customers
- Subscription Payments
- Allow “Credit Card Use” by Customer
- Invitation Letters and Emails
- Credit Card Expiration Emails
- Attach PDF’s to Invoices
- Email Delivery Reports
- Level 3 Processing
- API Access
- USA Customer Support Team
- Auto-Sync Customers
- Auto-Sync Sub-customers and Jobs
- Auto-Sync Invoices and Payments
- Auto-Sync Credit Memos and Statements Charges
- Staff Web Access to Accounting Software AR
- Payments Applied to Invoices
* Includes ACH transactions up to $5000. Individual ACH transactions over $5000 have a 0.2% fee on the amount over $5000.
Credit card merchant account and gateway fees are extra.
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