Payments and Accounting

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)

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

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