This is dependent on the accounting package or CRM you integrate with. Today, ConnectBooster can pull the identical copy of the invoice from QuickBooks Online, Xero, ConnectWise, Autotask, and Kaseya BMS. We also have the ability to support HTTP Web Request Commands, if you can provide a custom PDF copy of an invoice.
Yes. Any of the supported integrations that provide an invoice image, clients can view & print in the ConnectBooster Portal.
ConnectBooster partners with our parent company BNG Holdings Inc. We have our own Payment Gateway (BNG Gateway) that puts ConnectBooster out of scope of the PCI DSS. This is because all credit cards/bank accounts are NOT stored within your portal, but rather within the BNG Gateway’s PCI Compliant “Customer Vault”!! Specifically we utilize Point to Point Encryption and Tokenization via our patented 3-step redirect method of card authorization. ConnectBooster nor any systems within your network ever store payment information.
The payment is deposited directly into your bank account by the payments processor. The money does not go through our account or held in our account in any way.
Our technology connects the ConnectBooster Payments Portal to your chosen accounting software. Customer payments are then automatically recorded and applied to the invoice(s). No manual entry is required! Ex., with QuickBooks you would see the invoices marked as paid, and the payment record would also show in the default “Undeposited Funds” account.
No. We license the ConnectBooster Customer Portal on a per-company basis. You do not need to pay extra for each internal staff person or each external customer!
Yes! Accepting ACH (e-checks) within your ConnectBooster portal is an alternative form of payment that costs between .35 to .50 cents per transaction!!
Yes! You can completely setup a customer on AutoPay, and/or make payments on their behalf without the client logging in. *You should have signed permission to do so!
Yes, and it’s configurable! Clients can see any outstanding credit balances if you choose. This includes “Unapplied Payments”.