Simple Yet Flexible Invoicing
- Fully customizable invoice templates
- Allow for down payments or multiple installments
- Add discounts
- Add shipping, tax, convenience fees or any other additional charges
- Print/email multiple invoices at once
- Send Statements
- Fully integrated with Salesforce Accounts, Contacts, Opportunities, Quotes and Products
- Accept payments using Credit Card, eCheck/ACH, Check, Wire Transfer, Cash, etc.
Pay Now Widget
Reminders are sent to your customers automatically so you don’t have to do them. They are reminded of:
- Late Invoices
- Credit Card expiry notices
You can create credits for refunds, advance payments, invoice errors, etc. And when you do credit card refunds, those are also submitted to your processor so the money goes back to your customers automatically.
Create invoices in different currencies, and get paid in that currency too!
If you have a working system and simply need a payment functionality, you can also opt to use our API. Within Salesforce you can call our global classes to access the payment functionality. From your website (or anywhere outside Salesforce), you can use our REST API.