Accounting & Payment Collection
Collect Payments Faster
- Use integrated credit card processing at a competitive rate
- Get 24×7 online or phone merchant services support
- Take payments online, adding a customer benefit and speeding up collections
- Create payment terms (i.e., net 30 or due on receipt), which can be displayed on invoices
- Process credit card payments using on-file credit cards
- Specify a default deposit percentage – and change individual orders to payment in full, payment in full by one payment or no deposit if you wish
- Track payment history, including who paid when, and with what form of payment
- Accept eChecks (ACH)
- Record cash and check payments
- Accept ‘other’ payment types, which could include Venmo, PayPal, credit memo
- Provide refunds with a click and track refund reasons with a note
- See all payments info within the order record
- View and filter orders by payment status (not paid, fully paid, partially paid)
- Edit details on or delete check/cash/other payments
Accept Payments in Person with POS
- Order Point of Sale (POS) devices, connected via Ethernet or Bluetooth/Wifi that integrate with TapGoods PRO
- Click within TapGoods PRO to signal the POS device to accept payment
- Accept in-person credit and debit card payments via swiped, dipped, or tapped cards
- Enable multiple devices within a location
- Lower processing costs with card present transactions
- Gain chargeback benefits with dipped or tapped transactions
Automatically Collect Final Balance
- Set default final balance due date as a specified number of days before or after event start, event end, or event creation
- Adjust final balance due date on each order
- Set final balance to automatically bill a specified customer and payment method
- Set multiple payment notifications to automatically send at specified number of days before the event date unless full payment has been received
- Disable some or all default payment notifications on a given rental
Schedule Recurring Billing
- Set orders to automatically charge customers on a recurring basis
- Customize recurring billing frequency – weekly or monthly
- Establish when recurring billing occurs – day of the week for weekly billing or 1st, 15th, or last day of the month for monthly billing
- Set payment method for recurring billing
- Confirm recurring billing schedule and scheduled payments with customizable automated emails
- Display recurring billing info to customers via TapGoods Storefront
- Display failed recurring billing payments on dashboard
Place Credit Card Authorization Holds
- Hold a specified amount of funds on a customer’s payment card without charging the funds
- See the value of the inventory to use in setting the hold amount
- Release, partially release, or change the amount of the hold
Oversee Accounting Smoothly
- Conduct most financial operations within TapGoods PRO – invoicing, payment reminders, payment collections, sales tax
- Integrate directly with QuickBooks Online
- Map account names in QuickBooks to TapGoods field names
- Choose to integrate with QuickBooks at either a journal entry level or by syncing each invoice
- Pass order totals for items, staffing, delivery, discounts, and damage waiver from TapGoods into QuickBooks
- Toggle specific orders and transaction off if you wish to exclude them from QuickBooks syncing
- Export customizable transaction and payment data for easy import into any accounting tool
- Select variable sales tax (which calculates based on delivery address for delivered orders), set a manual sales tax rate, or exclude sales tax
- Override sales tax settings on an order
- Add a convenience fee for credit card orders if you wish
Manage Taxes for Canadian Businesses
- Display GST number on invoices
- Enable variable tax rate in Canada based on GST and PST of the order location
- Set tax-exemption for GST, PST, or both