Customer Account Center for QuickBooks Desktop


Your customers get a dedicated account to login and view all your invoices

Customer can view, pay and print invoices just by clicking on invoice link in email

Create invoices online and post it to QuickBooks later

Online payment with Credit Card, ACH and payment posting to QuicBooks Desktop

Notable features

  1. Invoices can be created either online or in QuickBooks
  2. Provide online access to customer invoices
  3. Online Payment Processing – Receive payments online by ACH, Credit Cards
  4. Partial Payment Option
  5. Post Payments to QuickBooks Desktop using Web Connector
  6. Dedicated and Secure Account for you and your customers
  7. Attachment and Notes for easy communication
  8. Email notifications
  9. Ease of use
 System allows either import of invoices created in QuickBooks or invoices can be created online on the web without access to QuickBooks
 Useful to allow field staff to create invoices at the customer premises
 Invoices created Online can be exported to QuickBooks, without re-entering it in QuickBooks
 When invoices are sent, customers will receive an email, with a link to the invoice
 Payment can be made using credit card, ACH, based on your requirement
 Partial Payment option supported
 Payments can be posted to QuickBooks, with no data entry
 Each document history is tracked including when it was sent, viewed by customers, paid etc.
 Customers can view old invoices online for up to three years
 All notes and attachments are also kept for three years

Process Flow Screen        Process Flow Screen

Create Invoice Screen        Create Invoice Screen

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 Invoice Payment Screen        Invoice Payment Screen

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Payment History Screen        Payment HistoryScreen

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