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Average Ratings 2 Ratings

Total
ease
features
design
support

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

Square Invoices is a web-based software that allows you to create and send online invoices. It makes it easy to create and send invoices in just a few steps. You can also customize invoices to make them more professional. Customers enjoy easy debit and credit card payments without any additional fees. Businesses can also access their dashboard online or on any mobile device to track their invoices and gain insight into how they are performing.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ascent ERP
Authorize.Net
COZYROC SSIS+ Suite
CSG Forte
Dashe
Flowlu
Hatch
JoinCPR
Moneris
QuickBooks Online
Rose for Square
SalesIn
Salesforce
Square Appointments
Square POS
Square Payments
Square for Retail
VendorDesk
ZenMaid Software

Integrations

Ascent ERP
Authorize.Net
COZYROC SSIS+ Suite
CSG Forte
Dashe
Flowlu
Hatch
JoinCPR
Moneris
QuickBooks Online
Rose for Square
SalesIn
Salesforce
Square Appointments
Square POS
Square Payments
Square for Retail
VendorDesk
ZenMaid Software

Pricing Details

$2,999 per year
Free Trial
Free Version

Pricing Details

$0.01
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

Block

Founded

2009

Country

United States

Website

squareup.com/us/en/invoices

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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