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Online Payments

Get paid online, from the quote to the invoice.

CloudOffix Sales Cloud lets customers pay online when they sign a quote, check out in your store or open an invoice, through integrated payment providers.

Get paid online, from the quote to the invoice.
Where customers pay

Payment at every step of the sale

On the quote

Customers sign and pay to confirm the order in one step.

At checkout

Online store orders are paid at checkout.

On the invoice

Every invoice carries a pay-now option in the email and in the customer portal.

Collect on time

Everything to collect on time

01

Integrated payment providers

Customers are redirected to the payment provider and back. CloudOffix does not store card numbers.

  • Card payments through trusted providers
  • Multiple currencies
02

Saved methods and recurring charges

Customers save a payment method in the portal, and subscriptions charge it automatically at every renewal.

03

Reminders and matching

Reminders go out before and after the due date. Incoming payments are matched to the open invoice with the same amount.

Reminders and matching
Talk to us

Ready to accept payments online?

Tell us how your customers pay today, and we will show you the online flow.