PaySimple Features

PaySimple

Payments today. Partners for Tomorrow.

4.46/5 (250 reviews)

PaySimple Features In Depth

Recurring Billing

PaySimple accommodates not just one-off or transaction-based billing. It takes care of recurring billing as well, helping you establish a steady stream of revenues from recurring payments. Auto-pay workflows are established by first defining billing intervals. Billing frequency can go anywhere from daily to weekly, a specific day of the month, quarterly or yearly.

PaySimple securely saves your customers’ billing information so you don’t need to ask for the same information repeatedly. Payment reminders, receipt notifications, and failed transaction alerts are handled by the app automatically. Invoice emails can be set up to include a “Pay Invoice Now” button that gives customers the option to pay online or download the invoice as a PDF file.

ACH and eCheck Acceptance

PaySimple supports multiple payment options, namely: debit and credit cards, ACH, and eChecks. A PaySimple merchant account lets you process credit and debit card payments, and each payment is directly deposited to your account. Once set up, notifications and personalized receipts are sent to customers automatically. Payments can be made from any website or computer.

PaySimple also supports eCheck processing, which costs a flat rate of $0.55 for transaction amounts over over $20. This represents a cheaper option than percentage transactions, especially for larger payments. Plus, you don’t have to travel to the bank for paper check processing. ACH allows you to directly collect from a bank account, so you get paid quicker.

Customer Management

PaySimple carries a mini CRM that allows you to organize customer data in one place. It automatically ties conversations, invoices, and payments to their respective client records. Whether someone pays over the phone, online, or via a mobile card reader, all order and payment history shows up in their record, including cards and customer-level information for marketing and appointments, allowing you to quickly retrieve any pertinent client information you need.

Custom fields can be added as necessary. Depending on your settings, custom fields can show up in reports and payment forms. Hosted PaySimple payment forms can be customized to include your company logo, colors, and business name.

Mobile Payments

For service professionals and entrepreneurs who are always on the go, PaySimple’s mobile payment facility lets you turn your tablet or mobile phone into a payment terminal that you can take to your customers wherever they are, instead of them queuing behind a cash register to have their transactions processed.

Other functions this feature supports are automatic e-receipts and touch signature capture, customer management, and cash flow monitoring from anywhere. The PaySimple mobile card swiper processes major credit and debit cards.

Appointments Integration

PaySimple seamlessly integrates with BookSimple, a free scheduling app that lets you book appointments round the clock. It’s a mobile-responsive platform that can be embedded in websites, social media pages, and emails. Service catalogs can be customized to showcase your company’s services, staff schedule, and operating hours.

BookSimple syncs with popular calendar apps such as Google Calendar, iCal, and Outlook so you’re always on top of your schedules, and those of your staff. Automatic reminders and follow-ups can likewise be set up, and customers have the option to schedule or cancel booked appointments with just a few clicks.

Competitor Feature Comparison

ACH Payment Processing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
Appointment Management
Appointment Scheduling
Billing & Invoicing
Billing Portal
Billing Rate Management
CRM
Cash Flow Management
Cataloging/Categorization
Check Processing
Client Management
Client Portal
Contact Database
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Data Synchronization
Data Visualization
Debit/Credit Card Processing
Deferred Billing
Discount Management
Dunning Management
Electronic Payments
Email Invitations & Reminders
Email Templates
Financial Analysis
Fraud Detection
Hourly Billing
In-Person Payments
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Alerts
Mobile Payments
Monitoring
Multi-Currency
Multi-Period Recurring Billing
Multi-Store
Online Invoicing
Online Payments
Order Management
Order Processing
Ordering Automation
Overpayment Processing
PCI Compliance
Partial Payments
Payment Processing
Point of Sale (POS)
Project Billing
Real Time Data
Real Time Reporting
Receipt Management
Receivables Ledger
Recurring Invoicing
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Reports
Sales Tax Management
Search/Filter
Self Service Portal
Shopping Cart
Status Tracking
Subscription Management
Tax Management
Third Party Integrations
Trend Analysis
Visual Analytics
eCommerce Management
Learn moreCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
Appointment Management
Appointment Scheduling
Billing & Invoicing
Billing Portal
Billing Rate Management
CRM
Cash Flow Management
Cataloging/Categorization
Check Processing
Client Management
Client Portal
Contact Database
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Data Synchronization
Data Visualization
Debit/Credit Card Processing
Deferred Billing
Discount Management
Dunning Management
Electronic Payments
Email Invitations & Reminders
Email Templates
Financial Analysis
Fraud Detection
Hourly Billing
In-Person Payments
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Alerts
Mobile Payments
Monitoring
Multi-Currency
Multi-Period Recurring Billing
Multi-Store
Online Invoicing
Online Payments
Order Management
Order Processing
Ordering Automation
Overpayment Processing
PCI Compliance
Partial Payments
Payment Processing
Point of Sale (POS)
Project Billing
Real Time Data
Real Time Reporting
Receipt Management
Receivables Ledger
Recurring Invoicing
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Reports
Sales Tax Management
Search/Filter
Self Service Portal
Shopping Cart
Status Tracking
Subscription Management
Tax Management
Third Party Integrations
Trend Analysis
Visual Analytics
eCommerce Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
Appointment Management
Appointment Scheduling
Billing & Invoicing
Billing Portal
Billing Rate Management
CRM
Cash Flow Management
Cataloging/Categorization
Check Processing
Client Management
Client Portal
Contact Database
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Data Synchronization
Data Visualization
Debit/Credit Card Processing
Deferred Billing
Discount Management
Dunning Management
Electronic Payments
Email Invitations & Reminders
Email Templates
Financial Analysis
Fraud Detection
Hourly Billing
In-Person Payments
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Alerts
Mobile Payments
Monitoring
Multi-Currency
Multi-Period Recurring Billing
Multi-Store
Online Invoicing
Online Payments
Order Management
Order Processing
Ordering Automation
Overpayment Processing
PCI Compliance
Partial Payments
Payment Processing
Point of Sale (POS)
Project Billing
Real Time Data
Real Time Reporting
Receipt Management
Receivables Ledger
Recurring Invoicing
Recurring/Subscription Billing
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Reports
Sales Tax Management
Search/Filter
Self Service Portal
Shopping Cart
Status Tracking
Subscription Management
Tax Management
Third Party Integrations
Trend Analysis
Visual Analytics
eCommerce Management
Visit WebsiteCompare App

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PaySimple Feature Reviews

25 reviewers had the following to say about PaySimple's features:

Thomas C.

I get more than I expected. i have worked with Paysimple for 6 months.without complaint.

2017-06-29

Allows my customers credit via their credit cards. This feature Increases sales for me.

Pros

Smooth connection with my customers. Invoice has button to pay by credit card.

Cons

But it is so smooth anyway that is not a real issue for me.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric B.

Great product. Awesome price. Wish reports were more customizable

2021-09-03

Pros

Integration from my previous payment processor was easy, plus they easily beat the price.

Cons

Wish the reports feature was more broad and customizable. In addition, more functionality with customer database would be awesome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nathaniel C.

Easy cloud based credit card payment processing

2021-09-03

Pros

Ease of use and ability to quickly setup needed payment plans.

Cons

Inability to customize report or paid invoice with more specific information on service provided.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Thomas C.

A surprisingly useful tool for totally managing credit cards sales.

2019-08-06

I manufacture, sell, and ship industrial coatings worldwide with a strong focus on the Southern states.

Pros

It works as advertised! The dashboard only focuses on the essentials you need to know about.

Cons

Then I could lose my existing accounting package(an expensive subscription).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael L.

PaySimple review

2021-09-03

Requested better reports and reporting for all of them.

Pros

Repeating payments are easy to setup and process.

Cons

The dashboard isn’t configurable and would be great for reports, but there is no way to edit it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
scott m.

Paysimple Review

2021-09-04

Generally good but some functionality missing, especially report creation.

Pros

Ease of Billing. I use the billing feature the most.

Cons

Lack of reporting features for ytd billed, paid, outstanding.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Renee S.

Great product and value!!

2021-09-03

Very, very happy

Pros

Easy to use and I really like receiving email notification when a new payment has been received

Cons

Would like to see better reports. I would like to be able to customize reports to get only the info I need and want.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Marc C.

As the name suggests, it's just Simple.

2021-09-03

The product is easy to use, customizable and the customer service is there when I need them.

Pros

All businesses need an easy way to bill their customers.

Cons

I would like a way to place monthly recurring billing on invoices with multiple products sold to an individual account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Aaron P.

Verified Reviewer

Great features and affordability

2015-09-17

I use PaySimple for everything from invoicing our after school programs to staying on top of automated billing each month.

Pros

Ease of use, functionality, ability to generate reports, notices when recurring billing customers have cards that are about to expire.

Cons

I need to pay for Shopify in order to make the online buying process easier on potential introductory and trial members.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No

Response from PaySimple


Thank you Aaron for the review and feedback. We're happy to hear our customer service team has been so helpful and that our product is helping you manage your recurring billing and stay on top of payment notifications. As always, feel free to call us for any additional help: 800.466.0992.

Read more
Shane W.

One of the best decisions our company made!

2021-09-03

It was incredibly easy to implement and we had help from day one.

Pros

We chose PaySimple as a processor for doing EFT transactions for our Accounts Receivable.

Cons

Lack of integration with our ERP software - which we work around by using reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ken O.

Okay Replacement for Quickbooks Online ACH functionality.

2021-09-08

Since that poor start, monthly payments have gone smoothly other than having to manually enter rent invoices for each apartment in PaySimple every month and still needing to generate monthly (unsent) invoices in QBO as the the invoices generated on PaySimple to not transfer over to QBO.

Pros

It saved me >$50 per month in a real estate setting with multiple tenants each paying >1K per month

Cons

1) There are no ways to set up automatic recurring monthly invoices. You need to duplicate existing invoices manually and change the dates. 2) If multiple payments transfer on a single day, QBO gets confused and you have to manually track down which ones paid.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Kenneth W.

My Review

2021-09-13

I would not choose this software or recommend it unless the above two things are fixed.

Pros

Easy to use for invoicing and the customers don't seem to have a problem with using it.

Cons

Also as mentioned above the ACH payments are combined and when my bank feed gets it i don't know which payments were combined.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Heather M.

Paysimple customer review

2021-09-09

Paysimple is a very wonderful company to work with

Pros

I also love the automated reminders that are sent to customers that are recurring payments

Cons

It would be nice if the invoices that were unpaid were on the front page and you didn't have to go into the invoices to search which one was past due.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Marielle K.

PaySimple is wonderful

2021-09-03

Pros

Ability to set up recurring billing transactions with auto processing is amazing.

Cons

The only fuctionality I find somewhat lacking is sales tax reporting - I'd love to see a dedicated sales tax report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joel N.

my review title

2021-09-05

Pros

recurring billing option ability to integrate forms into website

Cons

no inventory management backend is messy (old style forms and new style forms make it messy) cannot delete old category items and entries

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris M.

Simple to use

2021-09-04

Makes billing effortless.

Pros

I don't have to pay somebody to do billing for me each month.

Cons

There is an invoicing option.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Abe K.

Very useful tool for my business

2021-09-03

I've had a good experience. Initially I had a dedicated support person. That's not currently the case but I really don't need to call often.

Pros

I like that it keeps all of my customer information and billing history in one place

Cons

I wish the reporting tools were easier to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
jennifer d.

how can we use pay simple for our larger customers that have a larger bill volume?

2021-09-08

Pros

easy to use the reporting is not bad, want to bill higher amounts

Cons

we can only bill up to $1000 ??

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
daniel s.

Paysimple Good Customer Service but with some other issues

2019-05-21

Pros

-Works with multiple merchant providers -Ease of use -Customer Database for recurring billing -Great reporting functionality

Cons

-Customer Service Hours -Issues generally take a long time to resolve -High Fees & Hidden Fees -Has issues with customers that have complex billing situations

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Soraya G.

Reporting

2021-09-15

Promptly emails notifications of denied transactions to follow up with Client.

Pros

Easy to use and provides all the necessary details per transaction

Cons

The software provides all the necessary reporting that I need.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gale S.

Crap Reseller of World Pay

2021-09-15

Poor- check the email trail in tech support.

Pros

nothing- 0% Poor- check the email trail in tech support.

Cons

As a company, we were double billed and had to pay World Pay direct.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
harmandeep singh s.

PaySimple Pro review!

2017-12-15

Pros

Ease of use, functionality, ability to generate reports, notices when recurring billing customers have cards that are about to expire.

Cons

I need to pay for Shopify in order to make the online buying process easier on potential introductory and trial members.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
Amanda S.

Great Product

2021-09-03

In general it is a good experience- we use it on a regular basis for all online payments.

Pros

Its an easy link for the customers to use-

Cons

It is impossible to find/build the reports that I need for end of the month accounting. I have to copy and paste and edit a word document in order to get the information I need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Susie V.

Love it!

2021-09-08

Excellent!

Pros

It's functionality and ease of use for me and our customers. Our account rep, [SENSITIVE CONTENT] is awesome!

Cons

Whis way I can keep all my filters but not scroll to the right to see the payment info I am looking for.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Vanna C.

Good reliable service

2021-09-08

Pros

We have been using PaySimple for a few years now. Reliable and help when you need it.

Cons

The reporting feature can be more user friendly and more options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more