Invoicing Solutions
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No additional payments
Take care of your invoices, track your customer history, and analyze your results at no extra cost.
- Invoice Management
- Expense Tracking
- Project Management
- Estimates Creation
- Customer Service
- Report Analysis
Invoices
Make it Easy for your Customers to Pay Online
Don’t scare potential clients away just because of a confusing online payment system. Merchant Account Solutions offers a reliable and efficient payment solution so you get your money fast with less confusion or questions for your customers.
View Current Status on all Invoices
No matter the date, Merchant Account solutions provides the history of all pending or incomplete invoices. Never doubt whether or not you’ve completed a transaction again with this summary feature that alerts you whenever you have an urgent invoice to be paid.
Know Exactly When and Where
In addition to alerts for urgent invoices, know exactly when and where you paid each transaction with a complete history of date and time for each step made in the payment process.
Set up Reminders for Automatic Payments
To make life easier for both you and your client, reminders can be set up to notify both parties when to pay when a monthly due comes along!
Choose How to Pay Each Customer With Personalized Templates
Brand yourself and your business by completing transactions with style. Add a logo or colors to any desired invoice template to create an individual voice and feel to your company.
Expenses
Organize Expenses
Stay on track with all past expenses by organizing everything into categories, customers and projects. Check out your progress with easy charts and graphs.
Record Expenses
Merchant Account solutions records all recurring expenses so you don’t have to. This feature allows you to stay organized without questioning whether or not a double payment has been made or if you’re still on track.
Create Expense Categories
Stay organized with categories personalized to your business. Group expenses that make sense to you to remain efficient.
Projects
Record Billing and Non-billing hours
Track time-based billing with Merchant Account Solutions. We offer a feature that records billable hours and unbillable hours to ensure you don’t over-or-underpay customers for each project.
Easy Time Tracking
Billable hours are recorded without fail so you can keep track of each project.
Project Expense Tracking
Along with time tracking, expense tracking is easily made with each project so you don’t have to spend time figuring out how to connect them.
Estimates
Template Selection
Choose a template personalized for your business to make an impression on your customers with brand awareness. Efficient and clean, every template is created to stand out.
Check Customer Response
In addition to seeing pending or outstanding invoice requests; check up on customer response and activity for all estimates and project proposals.
Go from Estimates to Invoices in Seconds
Avoid reentering information; Merchant Account Solutions converts estimates to invoices with minimal effort on your part. At the click of a button, you’re ready to go!
Customers
Efficiently Add New Contacts
Stay up-to-date with current customers by quickly adding new or additional contact information to be accessed at any time.
Assess your Contacts
Easily search through your contacts to access any name or add new information at any time.
Prioritize Urgent Customers
In addition to being able to search through your contacts with ease, follow up on outstanding invoices within seconds to stay on top of priority clients.
Reports
View Summary Performances
Look into customer balances to view progress with a summary tracking feature for sales, expenses and outstanding payments.
Customize Reports
Impress all of your customers by organizing each report to your needs. Include graphs and your own branding to exhibit how you stand out from other companies.
Share Reports to Stay Updated
Keep your team members and clients in the know by easily sharing reports of every individual customer.
