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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
Establish limits for card entry failures, set link expiration parameters, and define a minimum lead time. Embrace and implement effective strategies to mitigate chargebacks. Move away from paper authorization forms and manual data entry, and refrain from collecting credit card information via email, fax, or phone. Consider offering installment plans, dispatching reminders for overdue payments, managing user access levels, and generating comprehensive reports for financial reconciliation. Utilize advanced fraud prevention tools to further minimize the risk of chargebacks. Provide your clients with a link to a secure online payment portal where they can complete an authorization form detailing their charges. This information is verified instantly and processed through your payment gateway, with credit card details encrypted and stored safely. Our solution is compatible with all major payment gateways, ensuring rapid and seamless transactions. The card data is tokenized and kept secure, eliminating the need to view or manually enter sensitive information. We take security seriously and ensure that our offerings are fully compliant with PCI standards. All data is thoroughly encrypted and stored securely, maintaining the highest level of protection for your transactions. Our commitment to safeguarding information extends beyond compliance, as we continuously update our security measures to adapt to evolving threats.
API Access
Has API
API Access
Has API
Integrations
Authorize.Net
Agilysys Analyze
Bill & Pay
ConnectBooster
Elavon
Facebook
Facebook Ads
FreedomPay
Google Analytics
HubSpot CRM
Integrations
Authorize.Net
Agilysys Analyze
Bill & Pay
ConnectBooster
Elavon
Facebook
Facebook Ads
FreedomPay
Google Analytics
HubSpot CRM
Pricing Details
$190 per month
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
DepositFix
Founded
2014
Country
United States
Website
www.depositfix.com
Vendor Details
Company Name
B4
Country
Canada
Website
b4checkin.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
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Product Features
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
