Digital Invoicing
Some benefits to Digital Invoicing:
Create a branded customer payment portal
Securely store a customer's card on file
Manage invoices easier
Arrives in customer's email
Automatically notified with payment
Digital Invoicing with Echelon
Dashboard is clean and easy to use:
Create an invoice quickly:
Save or send the invoice:
Send invoice by email or text:
Customer receives invoice via email:
Customer sees invoice as PDF in email:
Customer clicks to pay securely online:
Customer can pay via credit card:
Customer can pay via ACH bank transfer:
Digital Invoicing with CardPointe
Easily create line items for the invoice:
Modify, search, export transactions:
Create Pay Now button for invoice:
Create billing plan for recurring invoices:
Customers pay on secure site:
Easily void or refund invoices, if necessary
Digital Invoicing with PayTrace
Create & send invoice:
2. Customer opens email:
3. Customer pays online: