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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
Implement optional late fees for invoices that feature diverse term types such as Daily, Weekly, 15 days, and Monthly. Easily generate credit notes with just a few clicks, utilizing shortcuts for their creation and application. Each document will have distinct actionable boxes for credit notes to enhance organization. Seamlessly produce a Delivery Note from an invoice with a single click, and share or print Delivery Notes with the same ease as any other document. Make a lasting impression on your clients by selecting from a range of industry-specific watermarks that enhance the professionalism of your paperwork. Professional Invoicing allows you to offer discounts on products, which can be applied at the item level or invoice level, with options for pre-tax or post-tax calculations. Capture client signatures both online and offline to streamline approvals. Establish a unique identity for your business by printing a custom company seal or signature. Maintain precise records of time and work completed through timesheets, and incorporate time logs into documents to accurately bill your clients. This comprehensive invoicing system ensures that every aspect of your financial transactions is managed with efficiency and professionalism.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Ascent ERP
Yes
Authorize.Net
Yes
CSG Forte
Yes
Cybersource
Yes
Moneris
Yes
PayPal
Yes
Payeezy
Yes
QuickBooks Online
Yes
Salesforce
Yes
Stripe
Yes
Integrations
Ascent ERP
No
Authorize.Net
No
CSG Forte
No
Cybersource
No
Moneris
No
PayPal
No
Payeezy
No
QuickBooks Online
No
Salesforce
No
Stripe
No
Pricing Details
$2,999 per year
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Kulturra
Founded
2012
Country
United States
Website
kulturra.com/payment-center-features/
Vendor Details
Company Name
Vegantaram Technologies
Founded
2014
Country
United States
Website
www.professionalinvoicing.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
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
No
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
