Invoicing and payment links that match how you get paid
Useful when the sale is not a swipe at a counter
Some businesses need a card-present terminal. Others need to send a bill, collect a deposit, or take a card over the phone. Invoicing and payment links sit in that second world—and the right setup depends on how often you bill, whether payments repeat, and how customers expect to pay.
Ask about invoicing setup Schedule 30 minutesDecide whether invoicing is the right tool
Invoicing is not a substitute for a full POS, and a POS is not always right for project work, professional services, or B2B billing. Use this page to sort which payment path fits—and what to ask before you change systems.
Common setups (and the questions that come with them)
- One-off invoices / payment links — Who creates the invoice? How do customers pay? What happens if a link expires or a card declines?
- Deposits and balance-due — Can you collect a deposit now and the rest later without losing the trail?
- Recurring billing — Fixed schedule? Who owns failed-payment follow-up? Are customers notified before each charge?
- Virtual terminal — Useful for keyed phone orders; ask about fees, AVS/CVV expectations, and chargeback risk vs card-present.
We do not invent gateway partnerships here. Ask what options fit your volume and risk—then verify fees on a real proposal.
What to bring to a conversation
- Invoices per typical month
- Any scheduled / recurring payments
- Average ticket and whether you key cards by phone
- Current statements if you want a cost read
Related: E-commerce · Terminals · Compare
Let’s map invoicing to your billing workflow
Share how you take payments today and what you want to change. Statements help if you want the conversation grounded in real fees.
1.844.510.5600
Headquartered in Monmouth Beach, NJ
Ready to sort invoicing vs. counter payments?
Book 30 minutes, or send a note with how you bill today.
Schedule 30 minutes Talk to a real person: 1.844.510.5600 Get a free statement analysis