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Receive payments instantly. Use the New Cin7 Payment Portal
You can get bogged down tracking invoices and chase customers to settle their bills. When you don’t have a handle on accounts receivable, you’ll struggle to maintain the cash flow necessary to sustain your business, let alone grow it.
On-Account Transaction Workflow Journey
Cin7 gives businesses the tools to manage sales orders from multiple channels: B2B, retail Point of Sale, eCommerce, and online marketplaces. No matter where your orders originate, Cin7 gives you the real-time payments visibility and control to manage your accounts.
Once a sales order makes its way to Cin7, you have the option to email or bulk email your customers their invoices embedded with a secure and convenient Pay Now button. This gives your customers the option to pay in full or on installment at their convenience.
The more ways you give your customers to pay—easily and conveniently—the less time you’ll need chasing them up.
The more convenient, easy ways you give your customers to pay you, the less time you ’ll spend chasing them up. With Cin7’s Payment Portal, you give your customer options to
Accept the quote right away by clicking on the Accept Now button in the email
Save a digital copy of the quote, and accept it later by clicking on the Accept Now button in the PDF version of the invoice
Print a hard copy of the quote, and accept it later by following the instructions on the printed quote
When your customers click Pay Now, Cin7 redirects them to our PCI-compliant, SSL protected Payment Portal to process the transaction. Cin7 lets you collect partial payments based on customer-specific terms or collect payments in full. Either way, we have you covered. Also, our Payment Portal is fully responsive, scaling perfectly to any computer, tablet or smartphone screen.
Once you receive a payment:
Cin7 emails a receipt to your customer and to internal staff. You control who in your organization receives these receipts (ie, accounts receivable) so they can work on the next step in the process.
You can import payments to Xero making it super easy for your accounts team to reconcile payments.
You can determine the stage to which orders should be moved once an invoice is paid. Set the order to proceed to build, ship, or dropship, according to your business model.