Money

Payments, invoicing, store, and quoting

Take payments online and at the counter, bill with invoices and autopay, sell in a store, and get quotes signed, with every payment in the same transaction list.

Payments and point of saleCards, bank, cash, and point of saleInvoicingRecurring series, autopay, and remindersOnline storeOptions, subscriptions, and shippingQuoting and e-signaturesInteractive quotes and e-signatures

Payments and point of sale

Take cards, wallets, bank payments, cash, and checks, online or at the counter.

Replaces

  • Square
  • Clover
  • SumUp
  • Lightspeed

Every way to pay, on any device

Members pay by card, Apple Pay, Google Pay, or bank account, and account credit is used first. Absorb processing fees or pass them on by group and payment type, with any fee shown before paying.

Point of sale at the counter

Sell your store catalog on a tablet with a card reader, take cash, checks, and tips, and apply coupons. Each sale is recorded as an order with an emailed receipt, and tickets can be sold at the door.

Every payment on one page

Invoices, orders, tickets, bookings, and form payments are recorded in one transaction list, with what you keep after fees. Refund in full or in part, track chargebacks, and see bank payments still clearing.

Members pay by card, bank, or wallet from any device.
Point of sale on a tablet, with a card reader.
Every payment, refund, and failed charge on one page.

Ways to pay

  • Cards, Apple Pay, and Google Pay
  • Bank payments with instant verification
  • Bank accounts verified by small deposits when instant verification can't be used
  • Cash, check, and payment methods you add
  • Account credit used before a card is charged
  • Add funds to account credit
  • One payment across several invoices
  • Invoice number shown on the card statement
  • Test mode for practice payments

Fees and surcharging

  • Absorb processing fees, or pass them on
  • Pass fees on to chosen groups or companies
  • Pass on fees separately for card, wallet, and bank payments
  • Choose where fees are passed on: invoices, orders, tickets, and bookings
  • Fees calculated so you receive the full amount
  • Your own service fee, with a label you choose
  • Pass on return, dispute, and international-card fees
  • Any fee shown before the payment is made

Point of sale

  • Card reader payments at the counter
  • Charge a saved card or bank account
  • Cash and check, with check numbers
  • Tips at point of sale
  • Coupons at point of sale
  • New customers get a passwordless account
  • Itemized receipt emailed with a PDF
  • Sales with no customer attached
  • Sales tax at the counter based on your business address
  • Each counter sale recorded as an order with an invoice
  • Save a card on file with consent
  • Take a card payment over the phone
  • Sell event tickets at the door

Saved methods and credit

  • Saved cards and bank accounts, with a default
  • Nicknames for saved cards and bank accounts
  • Autopay moved to another method before one is removed
  • Saved cards updated automatically when the bank issues a new card
  • Emails before a saved card expires
  • Payment history with receipts and details

Refunds and disputes

  • Full and partial refunds, with your net cost shown
  • Refund chosen items on an order
  • Invoice reopened when a bank payment is returned
  • Chargebacks tracked until they are decided
  • Record a dispute outcome by hand
  • Early fraud warnings emailed to staff
  • Declined payments explained in plain language
  • Unconfirmed payments checked again automatically

Transactions and payouts

  • Transactions list showing what you keep after fees
  • Tabs for bank payments still clearing, chargebacks, and cash or checks not yet received
  • Cash and checks people say they sent, marked received by staff
  • Record one payment against several open invoices
  • Fee-free payout scheduling and visibility

Works with

  • InvoicingInvoice payments, autopay, and account credit all run through these methods.
  • StorePoint of sale sells the same catalog, on the same orders.
  • EventsWalk-ups buy at the door and are checked in.
  • BookingsPaid bookings, deposits, and no-show fees are charged through the same checkout.
  • FormsPayments from a form are recorded in the same transaction list.

Invoicing

Send invoices on a schedule, collect by autopay, send reminders on time, and take payments from people without an account.

Replaces

  • FreshBooks
  • Wave
  • Invoice Ninja
  • Zoho Invoice
  • Bill.com

  1. Invoices with your terms

    Bill a member, anyone by email, or a whole company from a template, with tax on each line. Set partial payments, early-pay discounts, and late fees that repeat up to a cap, and an accepted quote becomes an invoice automatically.

  2. Paid from a link, with no account

    The invoice opens from its email with nothing to sign in to, and members pay by card, wallet, bank, or account credit. Several invoices can be paid together, or a link sent for someone else to pay.

  3. Autopay and reminders

    Invoices are issued from a recurring series, and autopay charges the saved card or bank account on the due date. Reminders go out before and after it is due, and a paid invoice can move the CRM deal forward.

1Build the invoice

Lines, tax, and terms in one editor

Bill a member, a typed email, or a whole company. Each line carries its own tax, and the terms set partial payments, early-pay discounts, and late fees.

  • Templates with dates relative to issue
  • Bill as a different business per invoice
  • Early-pay discounts for paying in full
  • Late fees: flat or percent, repeating, capped
The invoice editor: lines, tax, and the due date.

2The member pays, with no account

Paid from a link

The invoice opens from its email with nothing to sign in to. Members pay by card, wallet, or bank, pay several invoices together, or send a link for someone else to pay.

The invoice your member opens, and paying it from a phone.

3Autopay and reminders

Recurring bills, paid on schedule

A recurring series issues each invoice on schedule, autopay charges the saved card or bank account on the due date, and reminders go out before and after it is due.

Every recurring series, with its payers and next run.

Building invoices

  • Line items with per-line tax
  • Bill members, anyone by email, or whole companies
  • A separately numbered invoice for each recipient
  • Templates with due dates counted from the issue date
  • Duplicate any invoice
  • Schedule a draft to be issued later
  • Invoice numbers with your prefix and the year, restarting each year if you choose
  • Colored categories for filtering
  • Bill as a different business per invoice
  • Coupons applied to an invoice
  • State sales tax with exemptions
  • Notes for staff only, and notes the recipient sees
  • Bulk issue, void, reassign, and set due dates

Terms and fees

  • Partial payments with a minimum
  • Early-pay discounts for paying in full
  • Late fees, flat or percent, that can repeat up to a cap
  • Due dates with a time of day
  • Remove a late fee after it posts
  • Void an invoice and return its payments as account credit
  • Mark an invoice uncollectible, and reopen it later
  • Write-offs kept out of collected totals

Recurring and reminders

  • Recurring series, weekly to yearly, with end dates
  • Missed invoices issued if a series falls behind
  • Enroll a series' recipients in autopay
  • Reminders before, on, and after the due date
  • Notices before a discount ends, before autopay charges, and before a card expires
  • Each invoice lists the reminders still to be sent
  • Send scheduled reminders now

Getting paid

  • Email a pay link or resend the PDF
  • Pay links that sign the person in, or work without an account
  • A link for someone else to pay
  • Pay several invoices together
  • Autopay on or before the due date, with a limit per charge
  • Collect by card, bank, cash, check, or account credit
  • Back-dated payments settled with that day's late fees and discounts

Tracking and reports

Works with

  • PaymentsInvoices are paid through the same methods, fees, and account credit.
  • QuotingAn accepted quote becomes an invoice and can start a recurring series.
  • EventsFinalizing roll call can send each absent person an invoice.
  • BookingsDeposits, balances, no-show fees, and late-cancel fees are invoices.
  • CRMThe payer's open deals can move forward when an invoice is paid.

Online store

Sell products, subscriptions, and downloads online, with options, coupons, and shipping, and the same catalog at point of sale.

Replaces

  • Shopify
  • WooCommerce
  • BigCommerce
  • Ecwid
  • Squarespace Commerce

One catalog for everything you sell

Sell goods, downloads, tickets, services, and subscriptions, with options that have their own prices and images. Guests check out without a password, and the same catalog is sold at point of sale.

Subscriptions customers manage

Offer plans weekly to yearly with trials, setup fees, and prorated upgrades. Customers skip, pause, change, or cancel on their own, and a failed charge is retried during a grace period.

Purchases that grant access

Customers are added to groups when they pay, so the members-only pages, courses, and forums for those groups open to them. Tickets arrive as QR codes and downloads as private links.

Goods, downloads, tickets, and plans in one store.
Members skip, pause, and fix their own subscriptions.
Buying a membership opens the members-only pages.

Catalog and storefront

  • Physical, digital, ticket, and service products
  • Product options with their own prices and images
  • Number and text options customers fill in
  • Sale prices with dates and a quantity limit
  • Inventory counts with a sold-out badge
  • Categories with images or icons
  • Featured products slider on the storefront
  • Drag products into your own order
  • Reviews from verified buyers, approved before they show
  • Copy options from another product

Checkout

Orders and fulfillment

  • Your own order statuses and their sequence
  • An email you choose for each order status
  • Mark an order shipped, with tracking and an email to the customer
  • Attach a guest order to an account
  • Finish an order's delivery once more license keys are added
  • Staff email for each new order
  • Abandoned carts, with the total you could recover
  • Create an order for a customer and charge it
  • Canceling an order returns its stock, license keys, seats, and codes

Shipping and tax

  • Free, flat, percent, or tiered shipping
  • Live carrier rates at checkout
  • Shipping zones by country, state, or ZIP
  • Shipping methods shown or hidden by group
  • Carrier tracking for FedEx, UPS, and more
  • Sales tax by state, with exemptions
  • Optional tax on shipping

Subscriptions

  • Weekly to yearly plans with trials and setup fees
  • Buy-once and subscribe options side by side
  • Customers skip, pause, change, or cancel on their own
  • Upgrades prorated, and downgrades at renewal
  • Usage-based charges billed each cycle
  • Renewal reminders with the full cycle total
  • Grace period with retries after a failed charge
  • Price changes with notice to current subscribers
  • A Keep my subscription button before access ends
  • Each cycle billed as its own invoice

Coupons

  • Percent or amount off, with a cap
  • Coupons limited by product, category, group, or customer
  • Total and per-customer use limits
  • Links that apply a code automatically
  • Single-use codes generated per customer
  • Subscription discounts for the first cycle only
  • Codes at checkout, point of sale, invoices, and forms

Digital products and tickets

Works with

  • EventsTicket types are store products, so coupons, tax, and refunds apply to tickets.
  • PaymentsPoint of sale sells the same catalog and records the same orders.
  • LearningBuying a product can add the buyer to the group with access to a course.
  • MessagingCampaigns can include a coupon code for each recipient.

Quoting and e-signatures

Send quotes your clients can adjust and sign, take a deposit as they sign, and turn the accepted quote into an invoice.

Replaces

  • PandaDoc
  • DocuSign
  • Proposify
  • Adobe Acrobat Sign
  • Dropbox Sign

  2. Recipients interact and adjust

    Add optional items or product selections inline. Mix upfront and recurring pricing, and incentivize early signature or higher value with automatic discounts. Track every interaction with the quote including when it's shared with others.

  3. Signed, sealed, and delivered

    Signatures are captured with legally-binding certificates, and automations happen instantly: an invoice is generated and sent, a CRM lead is updated, recurring billing starts, group access granted, custom messages queued, and more.

1Build and send

A template, your catalog, or your own PDF

Start from a template or your catalog, or upload a PDF and place a signature field for each signer. Recipients get the quote by email, with reminders on the schedule you set.

  • Line items from your catalog
  • Upload a PDF and place fields for each signer
  • Reminders for unopened and unanswered quotes
  • Approval thresholds for totals or discounts
One-time, monthly, optional, and pick-one lines on one quote.

2Recipients interact and adjust

They shape the quote, and you see every visit

Recipients remove optional lines, pick a package, or change a quantity, and the total follows. A discount can reward signing by a date or choosing more, and you see each time the quote is opened, read, or forwarded.

  • Optional lines recipients can remove
  • Packages as buttons or a dropdown
  • Discounts with an accept-by date
  • Opens, reading time, and forwards
The quote your client reads and adjusts.

3Signed, sealed, and delivered

One signature, and the next steps follow

Recipients sign by typing or drawing and pay a deposit or the full amount in the same visit. The signed PDF carries a Certificate of Completion, the invoice is sent, each recurring line gets its own billing schedule, and the CRM deal moves forward.

The signature, and the accepted quote with the invoice it created.

Building quotes

  • Line items from your catalog
  • Sections, rich text, and page breaks
  • Questions recipients answer, such as a PO number
  • One-time and recurring lines
  • Service start and end dates
  • Discounts with an accept-by date
  • Templates, and one quote sent to many people at once
  • Approval required for quotes over a set total or discount
  • Quote number prefixes and categories
  • A deal value your team sets, used in reports
  • Revise a sent quote as a new draft
  • Start a quote from a CRM deal, with its line items

Interactive pricing

  • Optional lines recipients can remove
  • Packages to choose from, as buttons or a dropdown
  • Quantities recipients can change, within limits you set
  • Coupon codes on the quote page
  • Included or No charge labels for free lines

Signing

Documents and evidence

  • Documents to sign, with no pricing
  • Upload a PDF and place fields for each signer
  • Signing order, with several people able to sign at the same step
  • One shared document, or a copy for each signer
  • Certificate of Completion added to each signed PDF
  • A digital fingerprint that shows if a signed document was changed
  • A public page where anyone can upload a signed PDF to check it is genuine
  • Trusted timestamp from an independent service
  • Recorded consent to sign electronically

Follow-up and reporting

Works with

  • InvoicingAccepting a quote creates the invoice and a billing schedule for each recurring line.
  • CRMQuotes start from a deal, and the deal moves forward when the quote is accepted.
  • PaymentsThe deposit is collected on the signing page with saved methods or credit.
PreviousPlatformThe core every portal starts with.NextEventsEvents, conferences, and bookings.

Real human support even on the Free plan

Your members can contact support directly too. Bug fixes and enhancement requests cost nothing extra.

Sign up freeWhat support includes
  • Dedicated human supportAnd a familiar account manager, from setup on.
  • Same-day repliesAnswers the same business day.
  • Email, chat, and phoneWe want to hear from you! And learn how to best support your org.
  • Help moving inYour member list, products, and invoices imported with you.

Support

Start taking payments

Cards, bank payments, invoices, and a store.

Get startedContact the teamSee pricing