Q: How can I use the account-to-account transfer feature?
A: This feature allows your small business to transfer money from different accounts. These can be setup as a one-time single transfer or recurring transfers. You can also move funds back and forth between your personal and business accounts to help facilitate operations.
Q: What are the major benefits of this feature?
A: Account-to-account transfers provide you with:
- Quick and flexible method for improving cash flow
- Anytime, anywhere transfer of funds
- Less expensive option than wire transfers
Customized electronic invoicing
Q: How does this feature work?
A: Use it to generate customized electronic invoices that are branded to your business and tailored to your unique needs. You can also store customer records securely, and quickly generate recurring invoices.
Q: How do I send the invoices?
A: You send invoices via email. This allows you to control the date your customer receives the invoice. It's also faster and more secure than sending invoices through the mail, and it saves the expense of stamps and envelopes.
Q: How do I keep track of my invoices?
A: You can view your invoice history online in just a few clicks. This saves time and space by reducing your filing.
Customized receivables website
Q: How does the website work?
A: In just a few steps you can create your own customized website that allows customers to pay online with a credit card. This benefits your customers because it's a more convenient way for them to pay. It benefits you because your business can get paid faster.
Q: How can I use the payments dashboard?
A: You can quickly view payment status, including receivables aging and past due invoices, in your payments dashboard.