Automated reminders: PayorCRM allows you to set invoice reminders for each of your customers & can let them pay invoices using Credit Cards and ACH payments directly from within the email.They can pay multiple invoices in one go using saved cards
Customer portal: Customers can access their own portal and see their due invoices. They can select multiple and pay using saved cards.They can also upload these invoices to their QuickBooks account seamlessly without any need for data entry !
Free Excel Receivables report : Generate an advanced receivables report which shows customer-wise invoice aging status in Excel. Go here to generate the free report http://www.payorcrm.com/excel-receivables-aging-report-quickbooks-online/
How it works with QuickBooks
Use payorCRM's advanced collection rules to send automated email statements and provide your customers a portal to view their invoices and pay.
Faster and automated collection of due invoice payments with very minimal effort from you/your customers side.Customers doesn't have to enter their credit card/Bank details for paying every-time. They can complete a invoice payment in just 2 clicks !
We have multiple plans - Free , Freelancer, Small Business and Enterprise. Details here - http://www.payorcrm.com/pricing/
||Test drive the app without any limits (on the no of months you can use)
||Useful for freelancers with lesser number of customers
||Useful for Small to Medium business (most commonly used plan)
You can reach out to us using any of the methods given below .We also have a live chat link on our website if you have any questions.
email@example.com +91 (799) 315-3070
Online support: https://help.payorcrm.com/
Can I try this for free
Yes you can ! We have an unlimited free version which you could use try this out
Where is the help section located ?
Please use the link https://help.payorcrm.com/
What other features do you have ?
We support direct ACH (ACH integration with your bank) which can reduce your ACH settlement time to 1 day. We also reduce the cost of accepting credit card payments. QuickBooks charges somewhere between 3 - 3.3% for credit card payments acceptance. We have tied up with service providers who can provide a much cheaper rate ( around 2.4% ) .Companies save upto 2000 USD monthly using these mechanisms. Send us a mail on firstname.lastname@example.org to know how much you can save monthly !
Will the customer have to enter their card / Bank information every-time ?
Customers can pay multiple invoices using saved cards/bank details unlike accepting payments through QuickBooks payment service where customers have to enter card/bank details everytime they pay a single invoice!