Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Viewpost simplifies the payment process by actively encouraging suppliers to opt for electronic payments whenever we receive their payment instructions; if that’s not feasible, we take care of sending a check, ensuring you don’t need to do anything yourself. Each payment presents a chance to earn cash back through the use of virtual credit cards and ACH transactions, and even if you already have a system in place, Viewpost can help you increase your savings further. The platform makes it effortless to enhance payment efficiency, offering various methods to engage suppliers and deliver payments, resulting in greater savings and earnings potential. Designed for larger enterprises, Viewpost also features a complimentary online portal that allows vendors to access their payment history and remittance details. Additionally, suppliers interested in more functionalities can subscribe to utilize Viewpost for sending and receiving invoices and payments with all their business partners, making it a comprehensive solution for managing financial transactions. In doing so, Viewpost not only optimizes your payment processes but also fosters better relationships with suppliers through enhanced communication and transparency.
API Access
Has API
API Access
Has API
Integrations
Ascent ERP
Authorize.Net
CSG Forte
Cybersource
Moneris
PayPal
Payeezy
QuickBooks Online
Salesforce
Stripe
Integrations
Ascent ERP
Authorize.Net
CSG Forte
Cybersource
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
Viewpost IP Holdings
Founded
2011
Country
United States
Website
www.viewpost.com
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