Take control of your cash flow with smarter invoicing and billing solutions

INVOICING BILLING SOFTWARE

Get invoices out faster, collect payments sooner and see exactly where your cash flow stands with smarter billing software.

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It has enabled me to allow my customers to pay for my printing services online. They can pay with their choice of credit, debit or ACH, saving my staff countless hours chasing payments by phone. Now, we can focus more on our core business activities while our customers have quicker and more convenient payment options.

Dan Jones

M&D Graphics and Printing

Bill for the hours. Get paid in minutes.

Break free from the back-office grind and spend time helping customers and doing more of what drives your business forward.

Reduce manual labor

Spend less time on tedious collections tasks with automated invoicing and tracking.

Improve cash flow

Trade unpredictable trickles for steady streams of revenue with tools that drive on-time payments.

Keep books current

Stay synced with customized, real-time reports — updated the moment a payment hits.

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Build, brand and bill your way

Effortlessly create and send billing documents wherever you do business, from your desk or in the field. Plus, keep track of outstanding balances through easy-to-use dashboards and reporting tools.

  • Create custom invoices or pull them from your back-office accounting software or ERP system
  • Prepare estimates and have them instantly converted as soon as the customer approves
  • Upload billing usages with user-friendly templates or build a library of billable line items

Level up your invoicing

Take payments — however your customers want to pay

Accept all payment methods, from credit and debit cards to ACH and digital wallets
  • In-person
  • Online
  • Over the phone
  • In the field
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In-person

Collect payments in real time through payment terminals designed to offer a frictionless experience as you interact face-to-face.

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Online

Request online payments with secure links by text or email, or offer 24/7 self-service options with branded, customizable hosted payment pages or via an online portal.

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Over the phone

Take payments by phone with our secure Interactive Voice Response (IVR) system.

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In the field

Use the mobile app to create invoices and deliver payment links so you can get paid as soon as you finish a job.

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Sit back — every detail is handled

No matter where a payment is processed, rest assured: Your data is synced in real time, and you always have access to accurate reporting for breezier reconciliation.

  • Customized reports: Pull reports filtered by payment method, card brand, transaction source and approval status
  • At-a-glance tracking: View paid, outstanding and past-due balances, all in one place
  • Targeted filtering tools: Segment records by overdue payments and failed transactions for easier account management

Improve how you get paid

Take your payment collection process a step further with a suite of intuitive, efficient value-added features and functionalities.

Payment reminders

Schedule automatic reminders for upcoming and past-due payments

Stored cards

Store payment information on file safely for convenient future processing

Recurring payments

Manage subscriptions and recurring billing with automatic, scheduled payments

Surcharge fees

Offset processing costs with compliant surcharge or convenience fees

Level 2 + Level 3

Use line-item details to optimize interchange fees and meet regulatory requirements for B2B and B2G transactions

Self service

Give your customers the ability to view invoices and make payments on your branded, online payment portal

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Integrate your accounting data

Invoicing and billing solutions can be combined with your accounting data to further streamline your payment acceptance process.

Out-of-the-box integrations

Seamlessly sync payments with your ERP, CRM or accounting system

File management

Upload data exported into a spreadsheet from your accounting system

API

Use our developer-friendly APIs to integrate payment acceptance capabilities into your own software or platform

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Invoicing and billing software to meet all your business needs

Whether you’re an enterprise or small business operating across a variety of verticals, tap into invoicing and billing solutions tailored specifically for your industry.

Services

Quickly prepare estimates, turn them into invoices, and collect payments on-site using a handheld device — perfect for small businesses who need to get paid and move on to the next job.

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Property management and utilities

Upload billing usages and prepare subscriptions plans for recurring invoices ranging from rent to utilities and everything in between.

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Manufacturing, wholesale and distribution

Authorize card payments and hold funds when an order is placed, then capture full payment once an order ships.

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Government and municipalities

Collect fees and other charges for courts, commissions and taxing entities, plus have the fees deposited into separate bank accounts to help meet regulatory and compliance requirements.

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Dedicated to your success

PCI compliant

Reduce risk and ease PCI scope with certified technology designed to securely collect, process and store payment data

Ready for what’s next

Get up and running quickly and count on us to support your needs as your business grows and your needs change

Dedicated support

Know you’re covered with first-class customer support from our trusted team of real payment experts

Make it easier and faster to get paid

Invoicing and billing software for every business

Supercharge your invoicing process with faster payments, streamlined workflows and impressive invoice templates

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Invoicing and billing software FAQs

  • What is invoicing software and why is it important for business?
    Invoicing software helps businesses create and send invoices, track payments and manage customer information in one place. By automating billing and organizing customer data, it saves time, reduces errors and helps businesses get paid faster.
  • How does invoicing and billing payment software improve cash flow?
    Invoice and bill payment software gets you paid faster by making it easier to send professional invoices, accept payments and remind customers. More flexibility for your customers and a better bill-paying experience increase the likelihood of on-time payments, keeping your earnings more steady and predictable.
  • Does your invoicing software integrate with accounting systems?

    Yes, we have out-of-the-box integrations with the following accounting, ERP and CRM systems:

    • Acumatica®
    • Microsoft Dynamics® GP
    • Microsoft Dynamics® 365 Business Central
    • Microsoft Dynamics® 365 Sales
    • Microsoft Dynamics® 365 Customer Service
    • Microsoft Dynamics® 365 Field Service
    • QuickBooks® Online
    • SAP®
    • Sage Intacct®
    • Sage 300®
  • How can I use invoicing software to manage customer bill payments?
    Billing and invoicing software can help manage payments from customers by creating and delivering sales documents, offering flexible and convenient payment methods and using synced payments to ease reconciliation.
  • Can your billing and invoicing app handle recurring payments and subscriptions?
    Absolutely. Perfect for contractors with ongoing services, freelance and service providers with repeat clients and businesses with memberships, our solutions allow businesses to set up and manage subscriptions and recurring and automatic payments — encouraging on-time remittance without wasting labor on chasing late payments.
  • How secure is your invoicing and billing software for financial transactions?
    Security is a top priority. Reduce your PCI scope and keep sensitive information safe by storing it in our tokenized cloud vault.
  • What key features should I look for in an invoicing and billing software?

    Whether you’re a small business or large enterprise, the best invoicing and billing software includes features to help you create and deliver sales documents, collect payments and complete reconciliation. Beyond pricing that fits your budget, look for invoicing solutions that:

    • Create and send invoices, estimates and bills
    • Offer a variety of ways to accept payments, including credit card, ACH and digital wallet
    • Provide multiple payment options, including online, by phone or in the field
    • Integrate to your bookkeeping system or ERP and CRM system to improve real-time reporting and reconciliation

Please note that not all states permit the imposition of a surcharge or convenience fee, and there are limitations and policies that are state-specific. This piece is not intended to be, nor should it be construed as, legal advice. Compliance with state surcharging and convenience fee laws are the responsibility of the merchant.