Integrated Card Payments
Create an Invoice in the field and get paid instantly.
Cash is King! Let's get you paid faster.
So many things can go wrong when trying to get paid such as lost invoices, cheque in the mail, disputes. Let’s put an end to it forever.
Create an Invoice in seconds
Create a new invoice in seconds either through your desktop Management Portal or via the App. Access line items, tax rates and everything you need to quickly generate perfect invoices and instantly email to clients with open tracking.
Record Payment Method
Record the invoice method of payment such as Cash, Cheque or Card Payment. Either use your own credit card process and just record the payment in Formitize, or use our integrated card payment gateway for instant payment.
Take Card Payment
Fully integrated Stripe card payment gateway enables you to take card payments there and then without leaving the page, either in the office or in the field – all fully secured and completely integrated.
Send Paid Invoice Receipt
If payment is taken, a Paid Invoice Receipt is automatically generated and can be instantly emailed to the client as receipt of payment customised with your logo, contacts details and colors.
Accounts Updated Automatically
Use the stand alone Formitize accounting module or integrate with your existing accounting solution including Xero, Quickbooks or MYOB – everything updated beautifully to ensure all your accounts are up to date, all the time.
Money in the Bank
Taking immediate payment there and then, in the office or in the field has so many benefits – improved cash flow, reduced administration, simple reconciliation and accounting. (And there are any outstanding invoices, your Accounts Assistant can automatically chase them up for you!)
Stripe is a trusted global card payment gateway that has been fully integrated into the Formitize platform. For associated pricing, please see Stripe.com
App or Management Portal
The card payment options are all available both in the office via the Management Portal and in the field via the App. Take payment anytime, anywhere.
Just Invoicing OR a Complete Business Solution
You can just use the invoicing for your business or you can benefit from all the other included business solutions.