Pin Payments Features
Payment Processing (4)
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Encryption
Built-in security to protect payment information in order to prevent fraud and hacking.
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Credit Card Processing
The ability to process credit card payments and receive approval or denial of funds from the customer's bank.
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Mobile Payments
The ability to process mobile payments from a mobile wallet or other mobile phone payment app.
Digital Wallet Integration
The ability to process payments from a digital wallet service or other digital payment method.
Administration (7)
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Reporting & Analytics
Reports and analytics created from payment data.
E-commerce Integration
The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.
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Processing Fees
Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.
POS Integration
The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.
Omnichannel
Process payments from multiple channels such as ACH, mobile, or e-commerce.
Levels 1 & 2
Supports levels 1 and 2 for credit card payment processing.
Level 3
Supports level 3 credit card processing which requires additional data for qualification.
Payment Options (2)
Multi-Currency
Allows users to process payments in multiple currencies.
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Online payment portal
Provides an online portal where customers can make payments.
Security (1)
POS Verification
Support cardholder verification methods for POS transactions.
Platform (2)
Accounting integration
Provide integration with accounting software and ERP systems.
E-commerce Integration
Provide integration with B2B and B2C e-commerce platforms
Order Management (4)
Opportunities
Manage open opportunities for new or existing customers.
Order History
Track all open and closed orders by customer, or by product and plan.
Upsell & Cross-sell
Identify opportunities to upsell and cross sell based on product usage.
Renewals
Plans can be renewed automatically or manually, when changes are required.
Products & Plans (4)
Packages
Track the financial performance of various types of packages.
Multi-part Deals
Create deals that combine multiple products and plans, with differrent pricing
Plan Changes
Monitor plan changes such as upgrades and downgrades, or cancellations.
Bundles
Ability to group standard plans and products to create bundles
Pricing (3)
Standard Price
Assign standard monthly and yearly prices to products, plans, and packages
Discounts
Define standard and custom discounts that can be applied to one or more products and plans
Optimization
Analyze pricing data to identify opportunities to improve prices.
Revenue Management (4)
Automation
Ability to create and send invoices automatically at predefined or custom frequencies.
Consolidation
Consolidate invoices so customers can make one payment for multiple bills.
Adjustments
Adjust invoices to handle exceptions and correct errors.
Billing Types
Provide the option to combine recurring, one-time, and usage based billing
Integration (3)
Payments
Integrate with payment processing software and payment gateways.
Accounting
Integrate with financial management systems such as accounting and ERP.
CRM & Sales
Integrate with software that manages customers, sales, and marekting.
Agentic AI - Subscription Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives





