The way businesses send and receive payments has changed forever. In fact, many professionals have never even written a physical check in their life. Making the move to automated electronic payments can bring order and certainty to your business, as well as make your life easier. So why hasn’t everyone made this transition already?
Unfortunately, business owners often come across some hurdles when deciding whether to make the switch to an electronic payment system.
According to a recent study conducted by the Association for Financial Professionals (AFP), 71% of business owners cited a lack of integration between electronic payment services and their other systems as one of the problems associated with making the switch. The good news is using an app like Dueplex can help streamline the integration process. This makes it easier than ever to send and receive payments electronically.
Here’s a closer look at some of the features that help business owners achieve this goal.
Dueplex features a built-in customer relationship management (CRM). It allows you to automatically capture customer information, track your payment statistics, and review your sales history. Having all your contacts in one location helps streamline your business and improve your customer service. You can also import or export your customer lists, making it easy to switch from a non-integrated CRM system.
The ability to keep customer cards on file with your gateway allows you to set up recurring charges and quickly bill for future invoices using payment tokens. You can also view an activity log for each customer so you can quickly see who has viewed, paid, or declined your invoices, making follow-up a breeze.
Dueplex's convenient dashboard page allows you to easily see all of the important information related to your estimates, invoices, and payments, as well as a quick summary of overdue invoices. When you’re ready, you can create powerful reports with the click of a button in order to review your accounts receivables, reconciliation, and more.
With Dueplex, you can also easily add and remove team members and manage permission levels. This will help you better oversee your day-to-day business activities while also keeping your financial information and customer lists secure.
Dueplex's suite of third-party integrations allows you to connect your payment processing system to some of the most popular business apps. Dueplex currently links to payment sources including Cybersource, Authorize.net, Stripe, and Braintree.
Additional integrations coming soon include PayPal, BitPay, Quickbooks, Xero, Zapier, DocuSign, and more. This will allow you to accept even more payment options as well as help you to easily handle your business accounting, send out documents for digital signatures, and automate your business.
Connecting your electronic payment management system to these apps will help eliminate duplicate data entry and make your business more efficient. Time is money, and most business owners will find that these types of integrations have a significant impact on their bottom line.