Features - Manage Customers

Customer Communication

Customizable, sleek communication tools
make all the difference

Show customers your professional touch

  • Customize the content & brand of email invoice templates
  • Customers can easily recognize who they're working with
  • Show customers you care about convenience

Free eBook Hot off the Press

Ultimate Guide eBook

The Ultimate Guide to Small Business Financial Management

PaySimple and Funding Gates teamed up to compile a much-needed weapon for your small business’ arsenal.

In this ebook, you’ll learn:

  • How to gain financial awareness through cash flow forecasting
  • How to discover more revenue in your existing customer base
  • The 5 easiest ways to shrink your business spending
  • How to ace accounts payable and receivables management
  • The smartest investments for your business

Add social media engagement

  • Add links to your Yelp, Twitter, or Facebook pages
  • Social icons included on invoices and payment receipts
  • Prime opportunity to ask for user reviews

Customize notifications to your business

  • Decide who receives receipts and notifications
  • Receive copies of receipts and notifications
  • Set up automatic unpaid invoice follow-ups

Want to see it in action?

See a Free Demo