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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
Wise-Pay is the essential payment solution that helps you minimize cash gaps. With over 26,000 users, it offers integrated payment automation from some of the largest providers worldwide, ensuring that you’ll never need to pursue payments again. Handling invoices can be costly, but Wise-Pay streamlines the reconciliation of invoice payments within your accounting system and generates client invoices for various payment scenarios, including credit card surcharges. It breaks down barriers to accessing numerous platforms, resulting in a payment process that is not only fast but incredibly easy for your customers. Notable integrations include ConnectWise Customer Portal, CW Sell, Invarosoft IT Support Panel, Desk Director, QuoteWerks, CloudRadial, and iSell eCommerce Platform. By incorporating Wise-Pay, you can eliminate tedious tasks ranging from banking checks to account reconciliations, allowing you to focus on what truly matters in your business. Experience a significant boost in efficiency and customer satisfaction as you modernize your payment processes.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Ascent ERP
Yes
Authorize.Net
Yes
CSG Forte
Yes
CloudRadial
No
ConnectWise CPQ
No
ConnectWise PSA
No
Cybersource
Yes
DeskDirector
No
Invarosoft
No
Moneris
Yes
Integrations
Ascent ERP
No
Authorize.Net
No
CSG Forte
No
CloudRadial
Yes
ConnectWise CPQ
Yes
ConnectWise PSA
Yes
Cybersource
No
DeskDirector
Yes
Invarosoft
Yes
Moneris
No
Pricing Details
$2,999 per year
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
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
Kulturra
Founded
2012
Country
United States
Website
kulturra.com/payment-center-features/
Vendor Details
Company Name
Wise-Sync
Founded
2013
Country
Australia
Website
www.wise-sync.com/wise-pay
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
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
