Pin Payments Features
Payment Processing (9)
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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.
Debit/Credit Card Processing
Accept and process credit/debit card transactions
Online Payments
Accept and process online payment transactions
Partial Payments
Allow customers to make a partial payment on an invoice and track remaining debt
In-Person Payments
Transactions that typically involve face-to-face interactions between the payer and the payee
Digital Wallet Payments
Allows customers to check out with wallet payment methods that digitally store credit and debit cards
Administration (10)
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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 Gateway Integration
Integration with payment gateways to facilitate online transactions
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Cryptocurrency Processing
Accept and process cryptocurrency transactions such as Bitcoin
Payment Options (2)
Multi-Currency
Allows users to process payments in multiple currencies.
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Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
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 (7)
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
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
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 (5)
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
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
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 (8)
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
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Additional Functionality (92)
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Cancellation Management
Allow customers to cancel their subscription remotely.
Real-Time Data
Receive data and information in real time
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Summary Reports
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customer Profiles
Record customer information, purchase history, and other notes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
API
Application programming interface that allows for integration with other systems/databases
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Data Import/Export
Import and export data to and from software applications
Product Catalog
Present a catalog of inventory that customers can view
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Branding
Add customized logos and colors to align with company branding
Billing Rate Management
Setting up the amount/charge for per hour of work by a company or professional
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Analytics
Analyze and gain insights into data in real-time
Multi-Currency
Manage and handle various international currencies
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Subscription Plan Management
Manage the subscription plans of all active members
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Customer Accounts
Record customer information, purchase history, and other notes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Reporting
Active reporting of data and metrics
Credit Card Processing
Accept and process credit card transactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Dunning Management
Process of automatically notifying clients when payments fail to ensure invoices are paid
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Transaction Monitoring
Monitor or audit historical and current transactions to analyze customer account activities
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Contactless NFC
Near-field communication method to share data and process contactless payments
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Electronic Signature
Digitally sign online documents
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Credit Card Management
Financial system that helps create and manage physical/digital credit cards and track transaction activities
Fraud Detection
Identify and prevent suspicious activity
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Mobile Access
Access software remotely via mobile devices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Returns Management
Track and facilitate returns of products sold
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Mobile Card Reader
Hardware device connected to smartphones for processing payments
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Receipt Management
Upload, track, and submit receipts in a central database
Customizable Branding
Add customized logos and colors to align with company branding
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Multi-Location
Manage and support multiple locations
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Sales Reports
Reports specific to sales analysis for trends and strategies
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Payment Options
Process payments via multiple modes directly through the application
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Status Tracking
Track the status over time for a request, process, asset, or transaction
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Data Security
Protect sensitive data for digital privacy
Payment Links
Send clickable links via text or email to collect payments from customers
API
Application programming interface that allows for integration with other systems/databases
Payment Fraud Prevention
Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.
Payment Reconciliation
Reconcile payments with corresponding invoices or orders for accounting purposes
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Real-Time Data
Receive data and information in real time
Billing & Invoicing
Create, manage, and send invoices or bills to customers
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