Features (13)
Auto Processing, Invoice Rover, Customer Portal, Surcharging ...
Auto Processing Settings
5
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Auto Processing and Auto Pay in the Customer Portal
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Auto Processing and Invoice Skip Settings
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Auto Processing Setup
Invoice Rover- Automatic email reminders
7
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Account Summary Reminder
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Automatically send an email when an invoice is overdue.
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Automatically send email reminder when invoice is coming due
Customer Portal
19
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Custom Domain for your Customer Portal
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Customer Portal SSO via JWT
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Customer Portal- Locating Your Self-Serve Customer Portal Link
Email Setup, Email Templates and sending emails
8
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Inviting your team members
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Email send settings for sending invoices(cc,bcc) and auto processing including attachments
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Creating Email Templates
Pay Now Links
7
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Require transaction amount on pay now invoice links to match the invoice's total
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Disable saving Payment Information on Pay Now links
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Save customer's payment information when they pay an invoice using the Pay Now link