Invoicing with reminders
Branded invoices with a pay button, and reminders that go out without you chasing them.
Professional Services
Retainers, invoices and recurring fees on autopilot.
Accountants, attorneys, agencies and consultants bill in different ways: retainers, project invoices, monthly fees. Payments should match how you bill, not the other way around.
01What you need
Built around your workflow.
Recurring billing
Monthly retainers and subscriptions that run on their own.
Virtual terminal
Take a payment over the phone from any browser, with no hardware to buy.
Accounting sync
A two-way QuickBooks integration, so receivables and payments reconcile in real time.
02Recommended hardware
Devices that fit.
A starting point. We match hardware to how you take payments, and keep your current equipment where it makes sense.
-
Clover Go
Card reader for a phone or tablet
-
VP350
Compact Android PIN pad
03Platform
The tools you will use most.
Invoicing
Build, send and track invoices, with reminders that go out without you chasing them.
Recurring Billing
Subscriptions and payment plans that run on their own. Expired cards update automatically, so revenue does not stall.
Virtual Terminal
Take payments over the phone or by mail from any browser. No extra hardware to buy.
Payment Link
Send a secure link by email or message and get paid without an invoice or a terminal.
04Impact
Every sale funds a cause.
Professional firms are often board members and sponsors of local nonprofits. The Impact Network adds a steady, monthly contribution on top of that commitment, at no cost to the firm.
See the networkCost to you$0 extra
RateMatch or beat, in writing
DonationMonthly, in your name
Flagship platform
Run your professional services business on BizSimple.
BizSimple relabels itself for professional services and adds what you need as free add-ons: point of sale, online store, booking, automations and an AI assistant.
05Impact calculator
Your numbers, estimated.
Set your monthly volume and average sale to see your yearly donation and estimated savings.
Donated to your cause
$900per year
$75.00 every month, at no cost to you
Estimated savings for your business
$1,840per year
$153.33 a month back in your pocket
Illustrative estimate. Your real savings depend on what you pay today; a free statement review gives the exact comparison and donation, with your rate matched or beaten in writing.
Guides
Read before you switch.
- For businesses · 5 min
ACH vs Credit Card Payments: Which Should Your Business Accept?
How ACH bank transfers and card payments differ in cost, speed, risk and customer experience, and how to decide when to offer each one.
- For businesses · 6 min
How to Lower Credit Card Processing Fees: 12 Practical Steps
Twelve concrete ways to bring down what you pay to accept cards, from the pricing model you are on to how you key, batch and protect each sale.
- For businesses · 7 min
How to Read Your Merchant Processing Statement
A section-by-section guide to the monthly statement from your card processor, and the handful of lines that tell you whether you are overpaying.
Next step
Send us a recent statement.
That is the whole first step. We come back with a side-by-side comparison and the exact monthly donation your account would generate. If we cannot beat what you have, we will tell you that too.
