PDI Enterprise Payment Processing

PDI Enterprise users can process payments without leaving their existing workflows. The EBizCharge integration brings secure payment processing directly into PDI Enterprise, with full automation and real-time data synchronization. The EBizCharge integration allows teams to:

• Accept credit card, debit card, and ACH payments directly within PDI Enterprise (within Order Desk, Accounts Receivable, and Card Processing)
• Reduce manual reconciliation and errors
• Use built-in billing tools to easily accept invoice payments and speed up cash flow
• Keep PDI Enterprise as the system of record

Bult-in billing tools for PDI users

• Customer payment portal – Give customers a secure self-service portal to view, manage, and pay online. Fully customize branding to match your business.
• Recurring billing – Create customizable recurring payment schedules for repeat orders or regular shipments. Eliminates manual invoicing and improves on-time cash collection.
• Auto-Pay – Set up automatic payments so customers can automatically pay outstanding invoices. Eliminates manual outreach and late payments.
• Ability to surcharge – Automatically apply credit card surcharges with built-in surcharge compliance. Gives customers the convenience of being able to pay by credit card while offsetting your processing costs and maintaining margins.
• Pre-authorize transactions – Automatically pre-authorize sales orders and verify sufficient funds. Ensures payment availability before fulfilling orders and speeds up processing. Automatically capture by transaction or batch.
• Collect deposits – Accept upfront payments on orders. Perfect for large fuel orders, bulk deliveries, or high-volume accounts. Secures a portion of funds before ordering fulfillment.
• Accept partial payments – Allow customers to pay invoices in multiple installments, giving flexibility for large or recurring orders. Keeps cash flow predictable and reduces late payments.

Integration with PDI Enterprise

• EBizCharge integrates seamlessly into your existing PDI Enterprise workflows via API for real-time transactions
• Customer and master data integration, with PDI Enterprise as the system of record
• Real-time transaction synchronization for accurate AR and reporting
• Automatic payment posting to PDI Enterprise
• Quick payments for faster cash flow
• View complete transaction history with payment dates and amounts in real time

Enterprise-grade security

• PCI DSS compliant payment processing
• End-to-end encryption and tokenization
• Advanced gateway security and fraud prevention tools
• TLS 1.2 encrypted data transmission

Business impact

• Save hours weekly. Eliminate manual payment entry and reconciliation
• Improve cash flow with faster, more reliable payment collection

Easy setup and management

• Easily add EBizCharge into your existing PDI Enterprise setup
• No custom development required
• Dedicated in-house support for implementation and ongoing assistance
• Seamless connection with your existing workflows