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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.

Description

The information regarding your clients holds significant value, so please continue reading. Since Pocket Office is a newly launched product, there will be no automatic transfer of your data from Bridge. If you possess a spreadsheet containing your client information, you can easily upload it into Pocket Office. In any case, make sure to back up any crucial data from the Bridge app elsewhere before it is permanently closed. We recognize that maintaining cash flow is vital for small businesses, which is why it's advisable to inform your clients to get in touch with you directly regarding any outstanding payments during this transition phase. If your Bridge app has been configured to process credit card transactions, this service, provided by our partners at Pin Payment, will remain accessible even after the Bridge app ceases operations. Therefore, taking these steps will help ensure a smooth transition without losing important client information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ascent ERP
Authorize.Net
CSG Forte
Cybersource
Locl
Moneris
PayPal
Payeezy
QuickBooks Online
Salesforce
Stripe

Integrations

Ascent ERP
Authorize.Net
CSG Forte
Cybersource
Locl
Moneris
PayPal
Payeezy
QuickBooks Online
Salesforce
Stripe

Pricing Details

$2,999 per year
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Kulturra

Founded

2012

Country

United States

Website

kulturra.com/payment-center-features/

Vendor Details

Company Name

Yellow Pages

Country

Australia

Website

www.yellow.com.au/news/bridge-pocketoffice/

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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