Frequently Asked Questions


Popular Questions

Here’s what our customers ask us the most.

Have a question of your own? Send us a message below!

Can I create invoices from scratch?

Yes, you can create invoices in iPay or you may continue to create them inside your existing QuickBooks® Online® or NetSuite® platform.

A/R teams love that they don’t have to change their current process while on-the-go entrepreneurs often perfer to do everything outside of the accounting software.

Do I have to manually import/export data?

No. Unlike some of our competitors, iPay automatically synchronizes all of your data in near real-time without the need for any user intervention. We call this process Total-Sync™.

Can customers pay from any device? Phone/Computer?

Yes. Your customer portal is available on any web-connected device, such as phone, tablet, and computer. Our team has designed your site to look and feel great across all major platforms such as iPhone®, Android®, Windows® and Mac®.

Do I control the emails and late notices?

Absolutely. We have many options available for invoice communication including email content customization, dynamic fields (such as name, invoice #, or balance due) along with custom cadences for email delivery, follow-up, past-due notices, and collections efforts. You’re in full control and can make changes anytime.

Accounting & Payments Questions

Popular questions regarding accounting process and accepting payments.

What version of QuickBooks do I need?

QuickBooks Online Advanced is the version you’ll need for the fullest integration and feature set.

What Payment Methods Are Available?

All major credit cards, Visa®, Master Card®, Discover®, American Express® and e-Check (Sometimes referred to as U.S. Bank Transfer or Electronic Funds Transfer).

*iPay supports all external payment types that your accounting system recognizes, such as cash, check, or wire, so you can continue accepting those payments as you do today.

Can customers make partial payments?

Yes. This feature is available and can be enabled or disabled based on your preference,

What does saved or vaulted payment method mean?

Customers can save their preferred payment methods online in our secure Vault to easily reuse on their next invoice. All support payment methods can be saved or “vaulted” for easy checkout when your customer returns.

More Questions

Do I have to commit to a contract?

No. QuickBooks® Online® integrations are contract-free. Plans are annual with monthly payment options.

NetSuite® integrations require upfront customization and integration, so a contract is required.

What does “near” real-time mean?

5-15 seconds. In other words, really fast. The nerds on our term call this “near” for anything that’s not technically instantaneous, such as communicating with NetSuite® or QuickBooks® systems. Sometimes we have to wait for external systems to respond and update their data, so to be on the safe side, we call our process “near real-time”.

Where Can I Find More Information?

For more information not on our website, we suggest scheduling a demonstration or discovery call with one of our team members by visiting our contact page.

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2210 E. 117th St.
Burnsville, MN 55337

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The average customer improves cash flow nearly $40,000 per year.
*based on avg. $1.2M sales

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