Create invoices from a Contact, Company, Lead or Deal, send invoices via SMS and online messengers, charge invoice amount instantly, place a 7-day hold on funds, split invoice payments into deposits and remaining amounts, set a due date and get notified when a payment is approved.

Subscribe your customers for periodic charges with any frequency. Manage activation amounts, instantly charge invoice amounts or send bills by email. Get notified of successful payments and automatically create new Deals.

Upon a successful payment charge the customer's card with one click, re-enter card details without customer's confirmation or human errors.

Register multiple legal entities in one application and choose the entity to credit for payments from invoicing, subscriptions or one-click charges.

Complementary to multi-company account tool, establish an automated funds distribution workflow, based on a set of rules, such as: payment currency, invoice amount, product name, SCU and others.

A special section which allows to preset frequently used invoice or subscription options, such as stages, dates, titles and amounts. Prevent your associates from overriding the settings set by the senior team members.