Serrala

AUGUST 30, 2021

Streamline your payment transactions with ease. Define event-driven actions, such as automatic email notifications to authorized signatories for outstanding payments, or the automated distribution of downloaded bank statements to relevant stakeholders within your finance department.

Dashboards 40

Dashboards Transactions Default Small Businesses 40

Gaviti

SEPTEMBER 2, 2024

ERP dunning emails are transactional emails sent to customers with their account and invoice information to remind them of their due payments. A/R data can be used to set triggers to send email at an appropriate time or following a certain event. What are ERP Dunning Emails? Lack of personalization.

Collections Automation 52

Collections Automation DSO Days Sales Outstanding Dashboards 52

Gaviti

SEPTEMBER 2, 2024

ERP dunning emails are transactional emails sent to customers with their account and invoice information to remind them of their due payments. A/R data can be used to set triggers to send email at an appropriate time or following a certain event. What are ERP Dunning Emails? Lack of personalization.

Collections Automation 52

Collections Automation DSO Days Sales Outstanding Dashboards 52

Fundera

JULY 19, 2021

Another perk is that the platform helps streamline registration and ticketing for live events. NPOs can choose between two transaction-based plans. Online auctions and events: In addition to traditional fundraising, FirstGiving users have the ability to create and manage online auctions.

Nonprofit Organizations 40

Nonprofit Organizations Credit and Collections Dashboards Transactions 40

Fundera

MARCH 12, 2019

From here you can Manage Users, Accounts and Settings, Attachments, Recurring Transactions, Budget (if you are a QuickBooks Online Plus subscriber), User Profiles, and more. . Bottom line: In regards to specific QuickBooks definitions: Invoice = Customer Transaction and Bill = Vendor Transaction. Recurring Transactions.

Dashboards 40

Dashboards Transactions Accounting Firms Small Businesses 40

Fundera

MARCH 12, 2019

From here you can Manage Users, Accounts and Settings, Attachments, Recurring Transactions, Budget (if you are a QuickBooks Online Plus subscriber), User Profiles, and more. . Bottom line: In regards to specific QuickBooks definitions: Invoice = Customer Transaction and Bill = Vendor Transaction. Recurring Transactions.

Dashboards 40

Dashboards Transactions Accounting Firms Small Businesses 40

Fundera

JULY 19, 2019

If you’re using this ecommerce platform with Square POS , you can sync online and in-person orders, items, and inventory and track everything in one place with your Square dashboard. . You can select your shipping carriers and track shipments all from your Square dashboard. Example of Square Online Store dashboard.

Dashboards 49

Dashboards Credit and Collections Transactions Small Businesses 49

Fundera

NOVEMBER 20, 2017

Manage users, Account & Settings, Attachments, Recurring transactions, Budget (if QBO Plus), User profile, etc. Bottom line: In regards to specific QuickBooks terms: Invoice = Customer Transaction and Bill = Vendor Transaction. Recurring Transactions. All other transactions are fair game to repeat if you choose.

Transactions 59

Transactions Accounting Firms Dashboards Small Businesses 59

Fundera

FEBRUARY 27, 2020

Slightly better transaction fees than Square. Process over 500 transactions on a single battery charge. You can also continue to process transactions while the device charges. SumUp does not accommodate offline transactions. Refund transactions. View your transactions and sales history. Image source: SumUp.

Credit Card Payments 52

Credit Card Payments Transactions Dashboards Small Businesses 52

Lendio

JULY 11, 2023

Pricing: Free plan and several paid plans starting at $13/month, depending on the features you’d like access to Website: [link] Constant Contact Constant Contact provides a simple and intuitive platform for creating and managing email campaigns and additional features like event management and surveys.

Small Businesses 52

Small Businesses Dashboards Transactions 52

Fundera

APRIL 25, 2019

If you sell products, either physical or digital, Shopify can help you track, manage, and organize your inventory from a single dashboard. View and analyze your store’s performance through Shopify’s analytics dashboard and product and traffic reports. per online transaction and 2.7% per online card transaction, 2.5%

Dashboards 50

Dashboards Credit and Collections Transactions Small Businesses 50

Gaviti

MARCH 6, 2023

They can streamline and automate the cash flow planning process while making it easier to manage payments and keep track of transactions. Bank integration directly impacts how efficient and successful payments and transactions are processed. User Audit Trail An audit trail is a series of events recorded as part of an internal review.

Cash Applicator 52

Cash Applicator Order to Cash Cash Forecasting Bad Debt 52

Fundera

NOVEMBER 25, 2020

per in-person transaction) and interchange-plus pricing. Analytics dashboard. Marketing dashboard. Unlimited transactions. Track all transactions. per transaction, if you choose interchange-plus, the ShopKeep team will work with you to find a customized rate for your business. Payment Processing. Mobile app.

Transactions 58

Transactions Small Businesses Dashboards 58

Fundera

OCTOBER 27, 2017

The Advanced subscription level lets you create budgets by fund, track multiple fundraisers, and create recurring transactions. You can add prebuilt apps to Creator or build your own using the easy to use dashboard. The Advanced Plan also includes tax preparation of 1099s and the 990 and advanced reporting capabilities.

Nonprofit Organizations 69

Nonprofit Organizations Credit Card Payments Dashboards Transactions 69

Fundera

DECEMBER 22, 2018

The Established subscription level of this accounting software for nonprofits lets you create budgets by fund, track multiple fundraisers, and create recurring transactions. You can add prebuilt apps to Zoho Creator or build your own using the easy to use dashboard. The other one is Zoho Creator , a customizable database.

Nonprofit Organizations 69

Nonprofit Organizations Dashboards Transactions 69

Fundera

JANUARY 29, 2019

Person-to-person (P2P) payment apps are becoming more popular and are expected to account for $240 billion worth of transactions by 2021. Frequency: Merchants often have contracts that allow for regular, recurring transactions. at the restaurant if you’re splitting a bill) or just a few hours after the event. per transaction.

Transactions 49

Transactions Dashboards Small Businesses Law Firms 49

Fundera

NOVEMBER 8, 2019

Since your website “lives” on Shopify’s ecommerce platform, you’ll always be stuck with a few things, such as Shopify’s monthly and per transaction fees, weak blogging features, and other limitations of the platform. . Market events, take reservations, and sell tickets online or via download. Can you dream it?

Dashboards 40

Dashboards Transactions Small Businesses 40

Fundera

JULY 30, 2019

Additionally, TouchBistro allows you to accept the full-range of payments—online as well as offline— including card-not-present transactions, digital wallets, and gift cards. . Reporting : The ShopKeep analytics dashboard allows you to manage your sales data over time. for in-person transactions with the Lite plan and 2.3% + $0.10

Dashboards 45

Dashboards Transactions Credit Card Payments 45

Fundera

NOVEMBER 14, 2019

But in the event of a stolen credit card, the most important thing to do is to be proactive about identifying the fraudulent charges or accounts, and alerting the appropriate bank and authorities. Data is stolen from the magnetic strip on a card during a seemingly legitimate transaction, like giving a waiter your card, or using an ATM.

Credit Card Companies 49

Credit Card Companies Transactions Credit Scoring Dashboards 49

Fundera

AUGUST 16, 2019

In addition, Weebly tracks your visitors and website statistics, displaying them through your Weebly dashboard. Furthermore, with Weebly Promote, Weebly gives you the ability to create email marketing campaigns such as newsletters, promotions, product announcements, and events. per transaction. . A one-page checkout process.

Credit and Collections 71

Credit and Collections Dashboards Small Businesses Credit Card Payments 71

Fundera

NOVEMBER 3, 2019

It is important to note that Shopify tacks on added transaction fees if you don’t use Shopify Payments for payment processing. It’s important to consider these per-transaction fees if you want to use your own payment processor on Shopify. per transaction for the free and lower paid plans. on the Advanced plan.

Dashboards 40

Dashboards Transactions Small Businesses 40

Fundera

MARCH 6, 2019

That MINDBODY safely stores your customers’ credit card information means one-click transactions, and the ability to set up recurring billing for regular customers. . Class, appointment, event, and workshop scheduling. Client Management. MINDBODY Pricing. Free MINDBODY app and web listing. Retail POS. Accelerate: $239 per Month.

Credit Card Payments 40

Credit Card Payments Dashboards Small Businesses Transactions 40

Fundera

AUGUST 4, 2019

Since 10to8 is cloud-based, you can access your 10to8 dashboard from any device, be it phone, tablet, or computer—but if you prefer hard copies, you can print your calendars, too. . Regardless of your business’s size, remember that you’ll also be responsible for paying Square transaction fees.

Dashboards 40

Dashboards Small Businesses Transactions 40

Fundera

AUGUST 25, 2018

But in the event of a stolen credit card, the most important thing to do is to be proactive about identifying the fraudulent charges or accounts, and alerting the appropriate bank and authorities. Data is stolen from the magnetic strip on a card during a seemingly legitimate transaction, like giving a waiter your card, or using an ATM.

Credit Card Companies 45

Credit Card Companies Transactions Credit Scoring Dashboards 45

Fundera

APRIL 9, 2020

BigCommerce is an all-inclusive ecommerce platform that allows you to create, launch, and manage your online store—with no added transaction fees; unlimited products, file storage, and bandwidth; and unlimited staff accounts. Starts at $0 per month, only pay transaction fees. per transaction. Square Online Store. AmeriCommerce.

Transactions 52

Transactions Dashboards Small Businesses 52

Fundera

JULY 2, 2019

Although Shopify gives you the option to use their own service, Shopify Payments, if you want to use any other third-party provider, you’ll have to pay an additional transaction fee. If you use Shopify Payments for payment processing, your transaction rate will start at 2.9% per transaction with their Pro plan. . plus $0.30

Transactions 70

Transactions Small Businesses Dashboards 70

Fundera

AUGUST 8, 2019

Tax and transaction . There are also dashboards you can open on your Rezku POS that display average tickets per hour, net sales per hour, top sellers per hour, and sales-to-labor ratio. Timed pricing (for events like happy hours). on credit card transactions. Rezku POS comes preloaded with a variety of reports.

Transactions 40

Transactions Dashboards 40

Fundera

AUGUST 20, 2019

When it comes to web analytics, both the Dolphin and Creator premium plans grant you access to a dashboard to monitor your website traffic and performance. Moreover, Jimdo will give you the ability to ship internationally and won’t charge an additional transaction fee on your orders. Online Store.

Credit and Collections 40

Credit and Collections Dashboards Small Businesses Transactions 40

Fundera

MAY 18, 2020

With Zippykind, you can receive online or phone orders, track and manage deliveries, communicate with customers, and monitor all of your operations through your dashboard—which includes an interactive, live map. of each transaction. Appointly, however, is a top all-around option, and is still affordable for small businesses.

Small Businesses 68

Small Businesses Dashboards Transactions 68

Fundera

JANUARY 3, 2019

Once you sign up, you will be able to log in and access your store dashboard and control panel. Next to your control panel is the dashboard, which provides you a quick overview of store reports and recent orders. All sections of the dashboard can also be customized to fit your personal preferences. Photo credit: BigCommerce.

Dashboards 40

Dashboards Credit and Collections Credit Card Payments Small Businesses 40

Due

SEPTEMBER 4, 2023

The real-time updates on transactions and balances, coupled with the insightful categorization of expenses, allow you to easily track and analyze your spending habits like a pro! Another fantastic feature is the bank integration, which effortlessly syncs and categorizes bank transactions for quick, accurate financial overviews.

Credit Scoring 52

Credit Scoring Transactions Dashboards Brokerages 52