Are you looking for a reliable and efficient customer portal for QuickBooks? Look no further than ChargeZoom. Our seamless integration with QuickBooks Online, QuickBooks Desktop, FreshBooks, and Xero accounting programs allows you to create a custom-branded portal for your clients and customers. With Chargezoom, your customers can easily access and pay their invoices with just a few clicks.
Say goodbye to manual invoice processing and hello to a streamlined payment experience. Whether your customers need to pay one or multiple invoices simultaneously, Chargezoom has you covered. Plus, our platform offers a range of features to help you manage your invoices and payments more efficiently.
Custom Branded Customer Portal for QuickBooks
Chargezoom offers, among other features, a portal for your customers to access where they can pay or reprint their invoices. You can add your logo to the portal so that your customers see they are accessing your system. Did you know that Zendesk shows that 67% of customers prefer self-service over talking to a representative? That is a fair majority of the respondents to this survey. By adding a customer portal, you are giving your customers what they want, autonomy in the process of paying or retrieving invoices. The Chargezoom portal allows customers or clients to access open or closed invoices, manage subscriptions, and update their profiles when convenient. This frees your staff to do more mission-critical work than helping customers process payments, reprint invoices, or update an address.
Additional Features of Chargezoom
Beyond the custom-branded customer portal, Chargezoom has even more to offer. When any action happens in your Chargezoom account, it is instantly reconciled within your accounting system. This eliminates the need for double accounting that you find with other outside systems. The Chargezoom system allows for fully customizable invoicing emails to keep your branding across all channels. On the backend, you can access one-click refunds of the transactions that instantly update your accounting system—eliminating a multi-step approach to processing a refund to a client. You can refund all or a partial invoice in a few straightforward steps. If you process business and corporate cards at your company, Chargezoom will ensure you pass the level II & III data needed to ensure you have the best rate available.
Getting your Businesses Customer Portal
Contact us to schedule a demo if you want to learn more about the Chargezoom integration into QuickBooks, Freshbooks, or Xero. The demo will walk you through a live ChargeZoom account to show you all of the features it offers your business while answering any specific questions.