Essentials Plan
$25 per month. No contract. Unlimited users.
Everything your agency needs to delight your customers without the expected headache of payment collection.
The Essentials Plan gives you a secure, mobile-friendly payment page branded to your agency. You can link it to your website, emails, invoices – anywhere you like. The plan also includes a dashboard that serves as a transactions hub, providing a birds-eye view to keep you on top of payments.
Included Features
Company-branded payment page
Online dashboard for tracking and reconciling funds
Custom fields, pop-ups, disclaimers, and attachments
Unlimited users
Unlimited transactions
ACH and all major credit cards accepted
The Essentials Plan is essential for many of our clients.
The Essentials Plan FAQ
Here are some common questions about the Essentials Plan.
How do I know when a payment has been made?
The moment a payment is made, an e-receipt is sent to all parties (the payer and anyone in your organization that subscribes to the e-receipts). The payment is also reflected in the dashboard in real time.
What is the funding timeline for processed transactions?
Yes, you can find the PayNow buttons and the email signature buttons on our Client Toolkit page. Just pick the button you like best and send that with a link to your web designer. If you need further assistance, we’re happy to help.
To add an email signature button, hyperlink the button of your choice in your email signature setup. See instructions here for Gmail or Outlook.
How do I track my transactions?
Once you sign up there will be an email sent to you with a link to your online dashboard. From your dashboard you can track all transactions, export them, change user permissions, and check statuses of all transactions. In addition, you and your team will receive an e-receipt for each transaction. You can subscribe and unsubscribe from these notifications per user.
What is the funding timeline for processed transactions?
Credit card, debit card, and ACH payments will typically take about 2 business days to settle to your bank account.
