View all accounts with real-time balance updates. Transfer funds between accounts instantly. Set up recurring payments and track transaction history. Receive customizable alerts for account activity. Lock and unlock accounts remotely.
Accept credit card, check, ACH, cash, and money order securely via . Create and manage , send electronic receipts, and sync transactions to Salesforce accounts. Connect through Salesforce or as an extension to Field Service .
Create and track invoices, quotes, and sales orders. Generate documents for printing, emailing, or faxing. Send client statements, recurring invoices, and late payment reminders. Produce reports on unpaid invoices, payments, and item sales.
Manage business finances with payment acceptance, loan applications, and fixed deposit access. Track expenses, generate reports, and engage customers through analytics tools. Apply for business cards and monitor cash flow in real time.
The app provides a secure method for small businesses to process credit card transactions. It works with VeriFone’s card reader and secure payment gateway.
