Payments
Payments takes 5 days to settle
What is Standard ACH
Automatically charge invoices
What is AutoPay
Web based accounting systems
What is QuickBooks online and Xero
CRM
What is Hubspot
This team is responsible for customer health
What is Customer Success
Payments take less than 1 day to settle
What is Same Day ACH
The ability to choose invoice PDF
What is Custom PDF
Web Connector
What is QuickBooks Desktop
Internal ticketing system
What is Zendesk
This team is responsible for new partners
What is sales
Charged on every transaction, typically as a percentage of the sale + a small fixed fee
What is interchange
Show all open invoices
What is Invoice Statement
Automatically send real-time information to another system whenever a specific event happens.
What is a web hook
ACH Provider
What is Dwolla
This month we signed 21 new partners
What is October
What is an R29 Unauthorized Return
Tax Plans are a required setup
What is GL Connect/Full Sync
Creates opposing entries in the accounting system for failed payments and refunds
What are journal entries
Credit Card Processor
What is Payrix/Tilled
The year 2023
What is the first year of FlexPoint