BlueSnap by Payroc Features

Ability to accept coupons, discounts, promotions, and gift cards.

Ability to charge customers on a recurring basis for subscription-based purchases

Customer data is securely stored so there is no need to repeatedly enter data for multiple purchases

Ability to accept different types of credit and debit cards

Ability to accept and process eChecks and ACH payments as a form of payment

Ability to split payments between merchant and sellers

Allows users to process payments in multiple currencies.

Online portal through which end users can access the system, manage tasks, or obtain information

Allows users to process payments in multiple currencies.

Online portal through which end users can access the system, manage tasks, or obtain information

Access pre-built and custom reports and dashboards.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Turnaround time for money to be transferred to the merchant's bank account

Web form that the merchant can use to enter credit card payments manually (from over the phone, mail, etc) and issue returns or void previous transactions

The process for handling chargebacks and disputes with the payment gateway.

Process payments from multiple channels such as ACH, mobile, or e-commerce.

Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification.

Reports and analytics created from payment data.

The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.

The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.

Process payments from multiple channels such as ACH, mobile, or e-commerce.

Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification.

Integration with payment gateways to facilitate online transactions

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Accept and process cryptocurrency transactions such as Bitcoin

Ensures that the service is building and maintaining a secure network; protecting cardholder data; maintaining a vulnerability management program; implementing strong access control measures; regularly monitoring and testing networks; and maintaining an information security policy

Fraud protection filters such as high risk countries, email service provider risk, high risk BIN, account number velocity, high item number, shipping/billing mismatch, AVS failure, CSC failure, and others

Sensitive data (personal info, CC info, etc) is replaced with non-sensitive equivalent, aka a Token. The tokens act as a reference that maps back to the sensitive data through a tokenization system.

Support cardholder verification methods for POS transactions.

Support cardholder verification methods for POS transactions.

Allows developers to customize payment form to accommodate their unique processes.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Provides standard integration with merchant's accounting software

Provides standard integration with merchant's e-commerce software

Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load.

The gateway supports multiple currencies and languages to enable business from customers in multiple countries

The payment gateway is supported in the country in which the merchant operates

Application Programming Interface—Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Complies with payment card industry (PCI) regulations

Provide integration with accounting software and ERP systems.

Provide integration with B2B and B2C e-commerce platforms

Provide integration with accounting software and ERP systems.

Provide integration with B2B and B2C e-commerce platforms

Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments.

Corporate debit and credit cards used specifically for B2B payments

Electronic fund transfers between entities

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Workflows to manage every stage of the payment process

Self-service portals and mobile apps to submit invoices for processing

Match invoices, payments, and bank statement information

Clearing of electronic payments to transfer funds from customers to suppliers

Track each stage of the payment process and manage payments history

Comply with information security standards for credit card processing

Point-to-point encryption to convert sensitive financial information into indecipherable code

Features to protect companies from attempts to steal sensitive information like credit card details

Secure Sockets Layer is the standard security protocol for encryption of electronic data

Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud

Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2

The software can be integrated with any other products

Reports are generated using financial data from multiple sources

The vendor provides pugins and APIs that customers can use to create custom integrations

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Allows users to temporarily or permanently block potential fraudsters.

Assists users in collecting payments for unpaid invoices.

Define escalation processes to suspend service for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Import data from internal software or databases

Import data from external systems such as PayPal or Stripe

Consolidate data from multiple sources, internal and external

Include KPIs for various types of payments

Provide compliance analytics for fraud prevention

Deliver dashboards to display and compare KPIs

Built-in security to protect payment information in order to prevent fraud and hacking.

The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

The ability to process mobile payments from a mobile wallet or other mobile phone payment app.

The ability to process payments from a digital wallet service or other digital payment method.

Accept and process credit/debit card transactions

Accept and process online payment transactions

Allow customers to make a partial payment on an invoice and track remaining debt

Transactions that typically involve face-to-face interactions between the payer and the payee

Allows customers to check out with wallet payment methods that digitally store credit and debit cards

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized

Manages large volumes of invoices and financial transactions between a company and its suppliers

Facilitates the acceptance of electronic payment for online transactions

Features a common interface for in-store, online, and on-the-go set across all acceptance points

Deliver application programming interfaces (APIs) to integrate payment solutions easily

Suppoprt payment orchestration layers (POL) to unify multiple types of payments from different providers

Provide built-in integrations with payment gateways and payment processing solutions

Validate payments before processing to determine the best routing options

Define and manage automated payment processing, from authorization to settlement

Support cross border and international payments for B2C and B2B

Include multiple routing options for payments that can be customized by users

Compare payment transactions with bank statements and financial records

Re-route failed payments to alternative payment processing options

Use tokens to protect payments data by replacing it with data generated by algorithms

Comply with privacy and security regulations such as PCI and PSD2

Centralize payments data from multiple sources such as gateways or payment service providers

Use payments data to improve processing and success rates, as well as reduce costs

Identify suspicious payers and analyze fraudulent transactions

Process payments from customers and track late or incomplete payments.

Protect against payment fraud and fraudulent transactions.

Support multiple payment methods such as credit and debit cards or bank transfers.

Include features to manage the onboarding of new customers.

Deliver checkout portals that can be customized by users.

Allow users to personalize payments by geographical location.

Provide a portal that merchants can use to track payments.

Define workflows to process different types of payments.

Provide application programming interfaces to integrate with other software solutions.

Include features to manage disputes related to payments.

Analyze payments to identify the value of failed or incorrect payments.

Matches payments with billing and invoices to ensure that customers are charged correctly.

Track the revenue generated by subscriptions and the payments made by customers.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Works across multiple software systems or databases

Improves performance based on feedback and experience

Specifically for telecommunications industry

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access previous interactions or concerns to maintain customer relationships

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network.

Manage and handle various international currencies

Online portal through which end users can access the system, manage tasks, or obtain information

Services paid in advance before the end of the monthly billing cycle.

Present a catalog of inventory that customers can view

Use AI to generate content in the form of text, images, videos, etc.

Configure existing workflows to meet your organization's needs

Accept, record, and reconcile financial transactions

Records or detailed document of call data produced by a telephone exchange over telecommunications equipment.

Application programming interface that allows for integration with other systems/databases

Control and set flexible rates that depend on multiple variables and enable rate automation and calculation

A record of all activities within the system, including user access, changes made, etc.

Record customer information, purchase history, and other notes

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Companies that provide access to the internet and its related services.

Services paid in real-time or end of the monthly billing cycle.

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Import and export data to and from software applications

Analyze and gain insights into data in real-time

Private online space that lets businesses securely share documents and provide information access to clients

Reminders sent via email

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Accept and process credit card transactions

Customize data fields to support various needs and use cases

Receive data and information in real time

Creation, processing, verification, and execution of invoices till the payment is made

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Process payments via multiple modes directly through the application

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Monitor or audit historical and current transactions to analyze customer account activities

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Near-field communication method to share data and process contactless payments

Ability of websites, web applications, or mobile applications to function without an active internet connection

Digitally sign online documents

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Identify and prevent suspicious activity

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Access software remotely via mobile devices

Use AI to generate content in the form of text, images, videos, etc.

Track and facilitate returns of products sold

Track products that are for sale at a reduced price or part of coupon promotions

Timed notification for any upcoming task, deadline, appointment, or activity

Scan barcodes to ensure accurate pricing and label tracking

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Track and manage adherence to policies for any service, product, process, or supplier

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Hardware device connected to smartphones for processing payments

Calculation of consumption tax imposed on the sale of goods/services

A collection of customer information such as contact details, demographics, previous interactions, etc.

Upload, track, and submit receipts in a central database

Add customized logos and colors to align with company branding

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Access work applications remotely, for when working away from the office and/or traveling

Manage and support multiple locations

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Reports specific to sales analysis for trends and strategies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process payments via multiple modes directly through the application

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Track the status over time for a request, process, asset, or transaction

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor and record expenses such as purchases or charges incurred

Protect sensitive data for digital privacy

Send clickable links via text or email to collect payments from customers

Application programming interface that allows for integration with other systems/databases

Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.

Reconcile payments with corresponding invoices or orders for accounting purposes

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Receive data and information in real time

Create, manage, and send invoices or bills to customers