The app can integrate with major accounting softwares such as QuickBooks Online , QuickBooks Desktop, Netsuite etc
Your customers can pay from within email using a secure one click payment button
Your customers(or you) can set up invoices to be paid automatically using a Saved card or Saved Bank account information.
Send invoice reminders automatically to all or some customers! Customers can pay with just 2 clicks using saved payment details from within email.
Add a Billing portal link to your website to let your customers login and pay you any time . Customers can pay using multiple payment methods , download statements , view payment history , view shared files . etc
Use own payment processor
Includes:
Use PayorCRM payments
Provide your customers with a portal where they can log in and see all their past and present invoices, Pay them using various payment methods, Setup Auto-Payments.
Automate payment follow ups and payment acceptance with the help various of automation options – Auto Pay, Auto Invoice Reminders, One click payments etc.
Manage manual payment follow up process better using multi user access and tools such as – Task reminders, Call Notes, Conversation history, Task Automation etc.
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