Merchant app
Everything your merchants run every day
The full invoicing and payments app your customers use, on their own domain and in their own brand.
Invoicing
- Quick or detailed invoices
- Drafts, finalize, resend
- Branded PDF with a pay link
- Automated overdue reminders
- Custom templates, numbering & refunds
Payment forms
- No-code branded forms
- Build from templates
- Collect deposits & service fees
- Public share link
- Track entries & totals
Dashboard & transactions
- Recent payments & daily sales
- Overdue, follow-ups, revenue at risk
- One unified transaction list
- Refund, void, resend receipts
Virtual terminal
- Key in a payment
- Attach a customer
- Secured by your gateway
- History, refunds, reversals
Payment links
- Copyable link + QR code
- Resend and print receipts
- Refunds
Customers
- Profiles, balances & ledger
- Cards on file, tokenized
- Reusable item catalog
Pricing your way
- Dual pricing (cash discount)
- Compliant surcharging
- Both prices shown at checkout
Team & access
- Users, roles & permissions
- Two-factor authentication
- Installable branded PWA
Settings & automation
- Business profile & logo
- Custom sender email
- Automated overdue reminders
Partner / ISO portal
Run your whole portfolio under your brand
One white-label portal to onboard merchants, support them, and keep every surface in your name, not ours.
Manage your portfolio
- Onboard merchants under your brand
- Create merchant accounts
- Impersonate a merchant portal for support
White label
- Custom domain
- Branded emails & PWA
- Per-ISO knowledge base
Alerts & operations
- Signup & first-transaction alerts
- Secure partner admin accounts
- Bot protection on your sites
Your name, everywhere
- Every screen, email & receipt branded
- Merchants never learn ours
Your customers
How the merchant's customers pay
A branded checkout that carries the merchant's identity, with the methods you enable.
A branded checkout
- Itemized invoice, receipt and confirmation
- All in the merchant's brand, on their domain
Reach the payer anywhere
- Emailed invoice link
- Payment link or QR code
- Public payment form
Every method
- Card, credit & debit
- ACH
- Crypto, Klarna & Venmo via Bead
On the way
Actively building, not live yet. Tell us which would move a deal and it jumps the queue.
Recurring invoicesPartial payments & depositsAutomatic late feesSubscriptions & card-on-file autopayAdvanced analytics & reportingCollections sequences
Runs on the gateways you already use
CardPointe / CardConnect, NMI and Bead, with QuickBooks Online sync. New gateways added on request.
Want to see it end to end?
Book a 30-minute walkthrough.
You'll leave with a live portal in your brand.