Making a payment online

Did You Know | Payments in Successware

Did you know Successware offers a range of payment capabilities and options that not only makes it easy for you to collect payments from customers, but also reconcile your invoices, conduct your accounting, and see financial and operational reports in one convenient location.

We offer a payment processing system through our mobile solution AND our platform, financing options, invoicing to pay later, and agreement management built directly in Successware and Successware Mobile to allow your customers to pay the way they want, when they want.

Using these tools, you can quickly and efficiently send invoices to your customers, collect payments online, and tie the payments back to Successware Office’s accounting module.

Effortlessly Collect Payment from Customers - Anywhere

Successware and Successware Mobile both allow you to easily collect payments from your customers, whether it be in our mobile application, back-office platform, or via an online payment portal. Our payment system accepts all major debit, credit, secure chip cards, mobile, and ACH payment methods.

A little bit more about how this is done:

  • Successware Mobile: You can collect payment from your customers directly on a jobsite using our mobile app. We make it easy for your technicians to collect and enter the customers payment information and close out the current job before even leaving the jobsite.
  • Successware: Your customers can call into your office to make a payment over the phone or send in a check or cash. Your employees can enter the credit card, check, or cash information into our platform and then close out the invoice from there.
  • Successware Pay: This is our online payment tool that is perfect for contactless, digital payments. In just a few clicks, you can send your customers a digital invoice via email that has a link for them to make their payment online.

And, coming soon – technicians will be able to text a link to their customers so they can pay their invoice online. Another way we are making it easier for both your techs and homeowners. All three of these methods tie directly back into Successware Office and our integrated accounting module.

Help Customers Say Yes to High Dollar Projects

How many times have you had a customer turn down a repair because of cost? We understand that a lot of necessary repairs or replacements, like a new HVAC system or hot water heater, can be quite costly for homeowners. We are here to help make it easier for your customers to say YES to these larger projects by offering consumer financing directly in Successware Mobile.

We make it easy for your customers to get approved for financing on the spot. We have partnered with Ally Bank to bring you and your homeowners the most competitive rates, making it easier for them to say yes to the job.

One Connected System that Does it All

All payment transactions are fully integrated and seamlessly flow from Successware Mobile to our back-office platform, Successware Office. Since accounting capabilities are built directly in Successware, it reduces the need for manual, double entry of information from your service software to your accounting software. In turn, this will help to eliminate costly data entry errors.

Since all payments are made in Successware, the need for manual invoice reconciliation of credit card payments for invoices is reduced. Our platform will automatically reconcile and complete this step for you.

Having a fully integrated system with your service operational data and financials allows you to access in-depth reporting from one central dashboard, Successware Insights. This dashboard gives you access to high-level analytics, as well as more granular data to help you with data-driven decision making. You will have a better understanding of the health of your business and can easily analyze information and trends.

Manage and Collect Payment for Agreements in our Software

Since Successware was specifically built for the trades, we offer agreement management directly in Successware Mobile and Successware. You technicians can sell agreements in the field while on the jobsite and collect payment at the same time. From there, the back-office will handle the rest.

Our software lets you manage, invoice, and collect payment for agreements all from the same location. You can create bulk invoicing for perpetual monthly billings and easily identify and renew agreements. Just like with service invoices, your customers can pay via an online link, by mailing in a check, or by calling into your office. We make it easy for them to pay however is most convenient for them.

Benefits of Our Integrated Payment Tools

By using our integrated payments processor, your company will have access to the following benefits:

  • Secure, integrated payment processing capabilities
  • Ability to accept credit, debit, ACH card payments, and mobile payments
  • Ability to offer secure card storage capabilities
  • Reduction of declines with automatic updates of lost or stolen cards
  • Protection for customers from fraud with tokenization technology

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