Term Discounts
Provide a discount to your customers if they fully pay off their Invoices within a set number of days after the Invoice date, which will appear as a Credit Memo in QuickBooks.
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Customer Options
Customers can preview/receive their own discounts by paying through CC or ACH.
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Flexible Payments
Record manual payments, process CC payments, or process ACH payments and have the discount apply.
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Apply Discount to Multiple Invoices with One Payment
Receive One Payment Against Multiple Invoices and Have Discounts Automatically Apply To All.
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OTHER Charges and Credits FEATURES
Convenience Fees
Create convenience fees and auto apply them to invoices. Define which item to use in QuickBooks when a fee is enabled. Choose to apply it to Credit Card, ACH, or all transactions.
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Credit Memos and Unapplied Payments
Unused credit memos or unapplied payments can be used as a payment towards an existing invoice. Customers can also pay online using their credit memos and unapplied payments.
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Late Fees
Create late fees based on a percentage or a flat rate. Automatically apply them to past due invoices. Choose when to send overdue notices, define fees, and more.
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