iPayments Features

Reports on the status of invoices or payments

Tracks all transactions, from issuing invoices to payment reminders to receiving payment

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

Reports that show customers their invoices, payments, and balance on the account

Integrates with accounting or similar platforms

Integrates with ERP systems

Manages credit limits based on customer credit scores, payment history, or other financial metrics

Creates or imports invoices

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

Offers customizable approval processes for all types of transactions

Compare and match accounting/financial records with corresponding bank statements

Capability to perform complex tasks without constant human input

Sends automated messages and reminders, resolves disputes, or does proactive outreach.

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

Alter the layout and content of reports

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

Monitor and record expenses such as purchases or charges incurred

Import and export data to and from software applications

Receive data and information in real time

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

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

Create, manage, and send invoices or bills to customers

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

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

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

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Create, send, and track purchase orders and their statuses

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

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

Centralized accounting record which tracks all financial transactions

Store, manage, and track all electronic documents in a centralized location

A list of customers and their payments due updated on a monthly basis

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

Manage and handle various international currencies

Create, design and manage workflows for repetitive tasks

Accept and process credit card transactions

Create, manage and track all task activities and progression

Pre-designed layouts that can be customized to match preferences and requirements

Form predictions based on past and present data/trends

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

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

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

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Manage the process of evaluating documents or requests submitted for approval

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

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Route documents and other data through one or more stakeholders for review and approval

Import and export data to and from software applications

Discover patch statuses and vulnerabilities

Provides a channel for team members to share media files, communicate, and work together

Receive data and information in real time

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Monitor product stock levels

Estimate expected cost based on various factors before a project begins

Scan barcodes to ensure accurate pricing and label tracking

Track parts inventory levels and manage re-stocking

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Creating, assign, and track jobs and/or tasks for work orders

Ensure that quality requirements and standards are met across production processes

Form predictions based on past and present data/trends

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

Manage the end-to-end production process for manufacturing operations

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

An organized inventory of all data assets

Addition of necessary external data, applications, tools, or features

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

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Create, manage, and share one level of an assembly with the entire product team

Store, manage, and track all electronic documents in a centralized location

Also known as indented BOM, a hierarchical representation of components, assemblies, and subassemblies needed to manufacture a product

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

Track and monitor efficient handling of all changes/transitions

Calculate rule-based prices for a product/service

The process of identifying, quantifying, and prioritizing the vulnerabilities in a system.

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

Capture, organize and track product-specific data and information in a centralized location

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

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

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

Collect, organize, and track inventory/product data including item numbers, descriptions, etc.

Create, send, and track purchase orders and their statuses

Customize data fields to support various needs and use cases

Manage and handle various international currencies

Enables creation, management, and tracking of product requirements & features during product production/development

Create bills of materials

Manage and support multiple locations

Information to prevent, understand and identify cyber threats

Active reporting of data and metrics

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Analyze and gain insights into data in real-time

Manage and track orders being shipped to customers

Manage the planning and execution of supply chain activities

Create, design and manage workflows for repetitive tasks

Material list of manufacturing parts and associated costs

Integrate with a third-party accounting system

Generate quotes or estimates for customers

Manage and track customer orders for goods, investments, or any other purchases

Automatically create schedules based on business needs or employee availability and qualifications

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Track and manage inventory levels to maintain proper supply

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

View and track pertinent metrics to find patterns and gain insights from data

Calculate total itemized costs, including initial costs and any changes

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

An order generated by a seller to a customer, containing details about products or services

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan and schedule the use of production resources

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Plan, manage, and track the financial activities of an individual or organization

Manage all supplier data and operations

Manage, maintain and track the performance of assets and equipment

Track the production of materials and items over certain periods or seasons

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

Manage and track operations and inventory within warehouses

Track and document the history, application, or location of an item or activity

Observe and track the demand, usage, progress or quality of a system, product, or user

Create, manage, and send invoices or bills to customers

Maintain and control the stock level of inventory

Plan and coordinate all the resources, costs and time needed to execute assignments

Active monitoring of systems, applications, or networks

Investigate and take action at root cause or error in processes to prevent recurring issues

Graphical representation of data

Apply statistical/mathematical models to sets of data

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and track all job information and associated tasks

Create labels for products that contain required information such as colors, sizes, dates, etc.

Statistical methods to assist with and maintain quality control of processes

Notifications that are delivered to users as soon as an event occurs

Intended to be used by manufacturers

Ability to handle large datasets

Collating information from different sources in order to create a more valuable and helpful data set.

Alter the layout and content of reports

The process of entering information or updating records in a computer system or database

Plan availability and assign specific time slots for tasks and resources

Import, collect, and capture data from multiple sources

Securely stores data to prevent data loss or breaches

Review data from past periods to reveal recurring tendencies and predict future performance

Process of tracking logged defects (errors) in a product or service to create new versions to fix the error

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

Interact with data visualization elements, such as charts and graphs, to drill down into data