Bill & Pay

Bill & Pay is an invoicing & payment solution that integrates with all versions QuickBooks. Accept credit card and ACH payments. Use any merchant account. Loaded with features including recurring payments, payment reminders and branded customer portal.

Diverse Payment Options for both Customer & Business – One Time or Recurring

As the business you can accept payments, setup recurring payments, and create payment plans on behalf of your customers. Customers can also pay from an email link or a “pay now” button on your website. Customers can make payments without logging in but if they choose to login, they will have access to their account history and more payment options in their customer portal.

Works With Any Merchant Account

Bill & Pay does not require you to use a specific merchant account. We work with Intuit and many others. You choose the merchant account you want without losing the integration with QuickBooks. Here’s a list of the payment gateways we work with.

Customer Portal Branded as Your Business

Provide your customers a professional experience that is a reflection of your company. Upload your logo, select the theme, add a marketing message, customize the customer payment screens and more. Customers who create a login can view their account history, make payments, setup auto-pay, save their payment account information and manage their email.

Best Integration with QuickBooks

Synchronize 18 months of customers, sub customers, invoices, payments, credit memos, and statement charges. Payments from Bill & Pay auto-post into QuickBooks: the invoice is marked paid, credits A/R, and posts to un-deposited funds. Manually sync or set auto-sync hourly, daily, or options in between. Setup recurring invoices in QuickBooks and recurring payments in Bill & Pay (ACH or credit card) and your work is done! Customers automatically receive a payment confirmation email.

Get Paid Faster With Automatic Payment Reminder Emails

Turn on automatic payment reminder emails based on the QuickBooks invoice due date. Customers can pay online 24/7 and the payment is on the way to your bank account. Customers can pay without having to create an account. Accept payments over the phone and enter into Bill & Pay. Customers can pay multiple invoices with one click.

Custom Options without Custom Pricing

Bill & Pay includes 100’s of features to meet the unique needs of each business. Templates can be customized including customer invite letters, invoice notification emails, receipts, etc. Attach documents to invoices, add surcharges, set maximum autopay amount and more. Staff can access Bill & Pay 24/7 with options to add new customers in Bill & Pay and accept payments that sync as a sales receipt or “received payment” in QuickBooks. Our support team will help you maximize these features.

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Posted on

July 27, 2017