White Label Automated Billing System 

Included with every partnership plan

Reduce the complexity of invoice generation, automate payment reminders, enable subscription/recurring billing, and automate payments.
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Subscription Invoicing and Recurring Billing Software

Your software is all set up with the services that you will be offering. All you need to do is plug in your retail price, and you’re done. It’s that easy.

Features

Simple & Powerful

1

Automate Invoices

Schedule your invoices to be generated automatically and sent every month, quarter, or year.

2

Automate Payments

Securely store your customer’s payment info for auto payments. Auto process payments even if the invoiced amount changes.

3

Invoices Designed for Recurring

Our recurring invoicing software displays the current amount due PLUS past due invoices and open balances. Invoices are formatted for both electronic & paper.

4

Failed Payment Recovery

Payments WILL fail. We’ll retry unsuccessful payments, alert you, and help your clients through the process of changing their payment information.

5

Customer Portal

The customizable portal lets your clients view invoices & pay history, manages personal & payment info, and generates statements.

6

Robust Reporting

See outstanding invoices, what and when invoices will be sent, who has made payments.

7

Easy Invoicing

Professional and Customizable. Add your logo, your colors, add headers and footers, giving you that pro look when you send out your invoice.

8

Smart Invoices

Gets your agency paid on time! Every invoice will inform your clients of any outstanding invoices as well as their account balance.

9

Direct Mail

We do Snail Mail. We’ll send your invoices via snail mail or email depending on your customers’ mail preference settings.

Automation

Save Time and Get Paid.

Our integrated processes automatically:

All these features without lifting a finger.

Billing Automation​

Go from Estimate to Invoice in a CLICK!

Create and Send Estimates in Seconds

Our user-friendly dashboard allows you to create and send your customers professional estimates effortlessly.

Awesome Customer Experience

Clients can accept or reject an estimate with a single click, and you get notified immediately.

Customer Data Management

Know everything there is to know. Easily manage your customer information, including payment options, mail preferences. Even create custom fields.

Customize your Data

No two businesses are the same. Our billing system lets you create custom fields to collect and manage your customers.

Payment Data Security

Safely and securely store your customers' billing information for easy and auto payments.

Get Paid Faster

Make it Easy

The easier you make it to pay, the more likely you are to get paid. Accept credit/debit cards and bank debits (ACH/e-checks)

Automation of Text Messaging with "Trigger" Technology

Within emails

When you include a Pay Now option in your emails, your customers can pay with not much more than a click.

From your website

Accept online payments from your website.

Get Funds Quickly

Transactions are deposited to your account daily.

In-person/over the phone

Our Platform comes with a virtual terminal. That means you can accept electronic payments in person over the phone or wherever you have internet access.

Recurring/Subscription

Automated Invoice Creation

Save time having your invoices imported or generated and then delivered. You can even postpone sending if modifications are necessary.

Automated Variable Payments

Customers enrolled in AutoPay will be billed automatically even if the amount of their charge changes on a monthly basis.

Invoices Designed for Recurring

Invoices can display the open invoice balance as well as the available account balance. Other open invoices are also listed.

Customer Portal

Customers can securely save and store their information, including payment information, and set auto payments.

Failed Payment Mitigation

Automated payments might fail due to insufficient funds, expired cards, or closed accounts. Our Platform automatically notifies customers when their payment fails and even automatically re-attempts failed payments.

White Label Customer Portal

White Label Client-Facing Dashboard​

Brandable Customer Portal

Just add your colors and logo to match your website. Customers get a personalized portal.

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Securely Manage Account Info

Customers can securely save and store their information, including payment information, and set auto payments.

Automated reporting

Complete Self-Management

Customers can view invoices and payment history, make payments, and even generate their own statements.