Virtual Terminal
A powerful cloud-based payments platform
Customizable Payments Platform
Monitor Payment Activity in Real-Time
Manage Invoices and Recurring Plans
Maintain PCI Compliance
Payments
Process Credit/Debit Card, Cash, and/or Checks with ease. Set up recurring payments and send invoices to your customers.
Dashboard
View daily payments in real-time, breakdown payments to see what is trending, and track customer spending trends.
Reporting
Understand your business better with reports for deposits, settlements, chargebacks, access log, and monthly merchant statements.
Settings
Create defaults and set preferences for: payments, customers, loss prevention, receipts, notifications, team members and compliance.
Invoice. Track. Collect.
Invoicing your customers is now integrated and effortless. Simply customize your invoice framework with a logo, header message and return policy then select a customer, enter the line item detail and click send.
Send & Receive
Create your invoice, hit send, and your customers will receive an email or a text with a link to pay the invoice via card.
Recurring
Set up recurring profiles to make collecting payments from your customers super easy.
History
Track the history on invoices and outstanding balances, and as payments are received the status of the invoice adjusts automatically.
Reporting Tools
View estimated and actual collected receivables from your recurring plans to help with forecasting cash flow.
Make It Easier
Sync payment data to QuickBooks Online
Synchronize financial data from your payment platform to Intuit’s QuickBooks Online tool, and automatically update daily transaction data, including all transactions, customer information, invoices and more!
Add payment links to your website.
Get paid 24/7, 365 days a year without lifting a finger, safely and securely, so you can work smarter, not harder.
Configurable Payment Links
Customizable links can be created in seconds! Simply embed the link directly onto a website for quick and easy payment.
Immediate Email Receipts
Every customer receives emailed receipts immediately after every transaction.
Customizable Fields
Need to capture specific information for marketing and future product purchasing decisions? Choose which fields are required so you can capture the customer data you need.
ACH Options Available
Accept ACH payments and apply a fee such as a surcharge, helping you capture and save even more money
Trusted by Hundreds of Growing Businesses
Be confident in an advisor who will fight to find you the right solution and support you along the way.
Insights From Our Clients
What Our Clients Are Saying
Michelle and her team did not “Sell” us a product or service. Rather, she educated us on parts of the payment business that we had no idea about and, in the process, offered us better solutions than we had at a more competitive price. She has followed up in the years since to ensure that we always have questions answered and that we are optimizing our options while minimizing costs.
Kevin Prior, Chief Financial Officer
Catholic Health Association of the United States
Michelle has taken care of our credit card processing for over 10 years. I can’t say enough about her commitment to customer service. She goes above and beyond to make sure we are taken care of and is always presenting new ideas to improve our online business needs. We love that she is so hands on and takes care of our needs.
Kelly Callier, General Manager
Callier's Catering
I have worked with Michelle Carr since 2012 and she has always offered top of the line customer service. Even when on vacation, she has found time to return my calls and help me out of a jam. She knows her stuff. I recently switched over to the Cash Discounting program, which has nearly eliminated my credit card processing fees. This lower cost solution has generated dollars that I can now invest back in to my business.
Gary Shenberg, Owner
Crest Bowl
