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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

DepositFix is a comprehensive B2B payment and billing solution that streamlines the entire lead-to-cash journey by integrating payments, CRM, and QuickBooks into one cohesive platform. It accommodates various B2B payment needs, including ACH and eCheck, card-not-present transactions, virtual terminals, surcharging, and dual pricing, facilitated through multi-gateway routing and embedded checkout forms. Additionally, it manages hosted payment pages, product catalogs, discount codes, and one-click upsells. The billing features encompass recurring and progressive billing options, automatic sales tax calculations, client self-service portals, and quote-to-cash workflows. Its invoicing capabilities include customizable invoices, bulk batch creation, pay-by-link options, Excel-based invoicing, and automated invoice presentment and reconciliation. Moreover, with seamless integrations for platforms like HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix provides a consolidated view of payment data, significantly reducing the need for manual data entry and reconciliation processes. This all-in-one solution not only enhances efficiency but also improves overall financial management for businesses.

Description

Experience a comprehensive dashboard that facilitates payments through multiple methods. Effortlessly generate reports, enter transactions, manage customer profiles, and dispatch invoices, all from a single interface. You can seamlessly integrate our solutions into your online shopping cart or opt for our dedicated hosted payments page. Our software provides a direct connection that enables payment processing via your website. You can also electronically gather payments from clients using invoices, whether for single transactions or recurring billing. Enjoy the convenience of our intuitive platform for easy payment processing. Simply enter your client's credit card details to receive funds by the next business day. With our secure software, you can safely store and tokenize customer payment information. Quickly find a customer by their name, with their stored details being instantly available. Additionally, you can create and monitor custom fields, establish user permissions, and personalize your receipts, all from one centralized location. This streamlined approach not only enhances efficiency but also improves customer satisfaction during the payment process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Advantage No 
Authorize.Net Yes 
Bill & Pay Yes 
CardConnect Yes 
ConnectBooster Yes 
Facebook Yes 
Facebook Ads Yes 
Google Analytics Yes 
Google Sheets Yes 
HubSpot CRM Yes 
Jobber Yes 
Meta Ads Yes 
Microsoft Excel Yes 
PayPal Yes 
QuickBooks Payments Yes 
ServiceTitan Yes 
Zapier Yes 
monday AI work platform Yes 

Integrations

Advantage Yes 
Authorize.Net No 
Bill & Pay No 
CardConnect No 
ConnectBooster No 
Facebook No 
Facebook Ads No 
Google Analytics No 
Google Sheets No 
HubSpot CRM No 
Jobber No 
Meta Ads No 
Microsoft Excel No 
PayPal No 
QuickBooks Payments No 
ServiceTitan No 
Zapier No 
monday AI work platform No 

Pricing Details

$190 per month
Free Trial No 
Free Version Yes 

Pricing Details

$15 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DepositFix

Founded

2014

Country

United States

Website

www.depositfix.com

Vendor Details

Company Name

Payline Data

Founded

2009

Country

United States

Website

paylinedata.com

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Product Features

Credit Card Processing

Cash Transactions No 
Contactless NFC No 
Electronic Receipts No 
Electronic Signature No 
Mobile Card Reader No 
PCI Compliance No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible Yes 
Debit Card Support No 
Gift Card Management No 
Mobile Payments Yes 
Online Payments No 
POS Transactions Yes 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Point of Sale

Barcode Scanning No 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles No 
Discount Management No 
Electronic Signature No 
Gift Card Management No 
Loyalty Program No 
Multi-Location No 
Restaurant POS No 
Retail POS No 
Returns Management No 
eCommerce Integration No 

Alternatives

Alternatives