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.
Recurring billing frequency can be as frequent as daily or occasional as yearly.
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.
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.
PaySimple centralizes all of your clients' information for easy storage and retrieval.
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.
The PaySimple mobile card reader lets you accept in-person payments wherever the customer may be.
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.
A PaySimple subscription automatically gets you a free scheduling and calendar management software.
Most popular features of all Finance & Accounting apps
25 reviewers had the following to say about PaySimple's features:
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
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Generally good but some functionality missing, especially report creation.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 1-2 years
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.
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
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: 6-12 months
Frequency of use: Monthly
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Makes billing effortless.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Promptly emails notifications of denied transactions to follow up with Client.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 1-2 years
Frequency of use: Monthly
Likelihood to recommend
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
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
