Invoicing

Invoicing enables you to create and edit invoices, send them on-the-go, get paid fast, and track your business performance.

While your Virtual Terminal already accepts credit card transactions, Invoicing provides you with the ability to simplify the collection process, send customized emails and reminders to your customers, and make invoice adjustments and edits.

It is a quick, simple, and professional way to receive payments. And, if you already process payments with us, it’s FREE of charge!

CASE STUDY


A lighting fixture manufacturer processes about $400,000 per month in credit cards with distributors, costing the company nearly $20,000 in monthly fees. All of their transactions were entered by hand, so they needed an easy-to-use solution like our Virtual Terminal.


"After analyzing the merchant statements, we were able to show the CEO they were paying an effective rate of almost 4.5%, not the 2.7% she expected. After reviewing potential solutions that would drop that rate substantially, our customized solution resulted in a 44% reduction in fees that moved directly to their bottom line.”

VALUABLE TIPS


  1. Offering payment options wherever your customers are—whether that's in your lobby, curbside, or online when they're at home via an email invoice—frees up your front desk staff to be more present and proactive, and allows customers to take care of their invoices on their own schedule.


  1. You can also go a step further to offer customized payment plans, allowing customers to pay not just on their own schedule, but also on their own terms.

Creating an Invoice

Invoicing is here to help you get paid faster and easier. To create an invoice, simply input your dollar amount and a description of the item (price, name, quantity, & taxes), address the invoice to your customer, and schedule a time for it to be sent out! We understand that your business is special and your invoices are particular, which is why we added features like the ability to customize the invoice by adding business details, apply discounts, create a custom message, preview the invoice before it’s sent, and duplicate an existing invoice. You can also access your existing customer accounts in your Dashboard, so there’s no need to import new clients or ask for customer information. With invoicing through the Virtual Terminal, you can ensure professionalism and an outstanding payment solution.

Receiving Deposits & Payments

You can also take deposits and payments with Invoicing. All you have to do is receive the deposit for an invoice and mark it as paid or outstanding, send a payment portal link to your customer, and get paid! We also provide other important features like taking partial and full payments, sending a receipt for every invoice payment, viewing invoice records, editing a draft or sent message, and canceling, deleting, or archiving an invoice. Our invoicing software is made to help you get paid in an effortless and efficient manner.

Your Customers Pay From Their Email

Once your invoice is created, it’s emailed to your customer, who can then pay the invoice on the web or via the mobile payment portal. To keep your customers updated, you can set automatic reminders and sort overdue payments, so you spend less time calling customers and more time getting paid. You can customize your reminders by including a personalized message, setting a send date/time, sending multiple reminders, and by resending invoices and late notices. We understand how important it is to maintain customer relationships—that’s why you are in control of your invoicing communication.

Track Your Business Performance

When your transaction history is spread across multiple apps, it can be difficult to effectively review your business performance, missed payments, or important tax information. With Invoicing, you can easily track your business performance from your Dashboard. You can see your sales reports, invoicing history, transaction history, and more essential reporting information all in one place. You can then use this easy-to-access data in your Dashboard to make more informed decisions for your business. Invoicing can help you improve and grow your business from one, easily accessible platform.

Let’s come up with a solution that works for you