Sage Customer Payment Portal

If you’re a business owner, you’re probably familiar with the accounting process. And even if you use a sophisticated ERP platform like Sage 50, Sage 100, Sage 500, Sage BusinessWorks or Sage Intacct, it’s likely that you’ve found yourself frustrated by the time-consuming and often tedious billing process.

Businesses that have yet to optimize their invoicing processes will fall farther and farther behind as the speed of technological progress only increases. The demand for fast and convenient transactions is steadily growing, especially in the B2B space. Inefficient accounting processes leach a company’s resources and create potential for human error and inconsistent cash flow.

Fortunately, a payment integration like EBizCharge can increase efficiency by enabling credit card acceptance within your software, so you don’t have to run payments through a physical terminal or toggle between programs.

But if you have customers who want to use multiple payment methods or make partial payments, or have more than one invoice to pay off, taking payments over the phone can become a stressful ordeal. Don’t sweat: EBizCharge offers a customer payment portal for Sage that allows your customers to pay their invoices online simply and securely at any time. They create their own username and password, sign in and view outstanding and paid invoices, and make payments with a new payment method or a previously saved one.

Next-level functionality

With a Sage customer payment portal, customers can pay in full, pay in installments, or split the payment between multiple credit cards or ACH accounts. The portal is protected by high-level security measures like encryption and tokenization, which converts sensitive credit card information into an encoded token that can only be used to make payments within your system. Actual card numbers are stored on secure off-site servers, and the data is never shared with anyone — even your own ERP software.

EBizCharge gives you the ability to draft and schedule email reminders, so you don’t have to call your customers to take payments or to remind them that the due date is approaching. EBizCharge also offers customization options for both your customer payment portal and your email templates, so you can tailor your customers’ payment experience and maintain brand consistency to establish trustworthiness.

Focus on the future

By choosing a payment integration that offers a customer payment portal for Sage, you’re guaranteeing an enjoyable transaction experience for your customer and significant time savings for yourself and your team. Invoices paid through the portal will automatically sync back to your Sage platform, and your accounts receivable and general ledger will update accordingly.

Given the trajectory of innovation, it’s of vital importance that businesses adopt time-saving measures like payment integrations and customer payment portals. Customers are more likely to continue to do business with companies they can transact with easily, and when your clientele is loyal, your revenue stays consistent. The less you have to worry about generating income, and the fewer hours you and your team have to spend on invoicing, the more you can focus on expanding your business and ensuring its continued success.