Converge Billing & Invoicing
Streamline payments and improve cash flow
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Remove the hassles of creating, printing, and mailing invoices, waiting for payments, and tracking down customers to collect balances. Get paid faster by emailing quotes and invoices directly to customers or by adding a “Pay Now” button to your website and emails. Improve the customer experience by allowing clients to immediately click and pay balances online with their choice of credit card, debit card, or ACH.
Converge Billing & Invoicing solutions
Personalized
Add your logo, colors, and contact information to digital invoices, email templates and online payment pages.
Client friendly
Let customers pay with a simple click that connects to a secure hosted payment page.
Productivity booster
Schedule invoices, view payment status and send automated reminder emails.
Time saver
Create customer profiles and securely save payment details for future invoices or recurring payments.
Cost saver
Reduce credit card acceptance fees with a compliant surcharge program to shift costs to customers.
Drive efficiencies and save money with smart payment collection
Billing & Invoicing
Login to Converge from anywhere to create a quote or an invoice featuring your brand. Simply enter the amount due, associate it with a customer's profile or work order, and include item details, taxes, due date, or other instructions. A PDF of the invoice is created and emailed to recipients. A simple click takes them to a hosted payment page featuring your brand where they securely enter payment details.
Receipts are automatically sent, and invoice status is tracked through the Converge dashboard. Capture an initial payment and securely save details in the Converge Customer Manager for future invoices.
Pay now button
Easily add a payment button or link to your website, social sites, or emails to make payments quick and easy for your customers. Use it for collecting invoice payments, taking deposits, or requesting donations via a hosted payment page featuring your brand. Customize the button name and colors to match your brand.
Recurring and batch payments
Securely store customer card details for automated future payments. Define schedule and amount for daily, weekly, monthly, or periodic billing. Upload a CSV file of transactions for batch processing.
Credit card surcharge
Pass acceptance costs to customers who choose to make payments with a credit card. Converge ensures compliance with industry rules and allows customers to avoid the fee by switching their payment method.