Reduce the monthly payment chase
AutoPay gives authorized recurring customers a way to pay eligible invoices without repeating the same manual task every month.
BILLING, PAYMENTS & AUTOPAY
Keep revenue moving.
Give chasing a rest.
Your work is worth paying for. Give customers a professional place to review invoices, pay by card or ACH, and authorize AutoPay—while your team stays on top of balances and payment activity.
A LOOK INSIDE CASHFLOW
See the work.
Follow the result.
Explore both sides of the workflow using a fictional business, Northstar Works, and its customers.
See which balances need a decision.
Open, overdue, and processing invoices tell different stories. CashFlow brings those statuses into view, so your team can focus its follow-up and review payment activity alongside the QuickBooks records.
CashFlow · Your billing teamView full size ↗
A billing portal customers can use on their own.
Customers can review their invoices and payment history, manage saved payment methods, and authorize AutoPay for eligible invoices. Payment statuses help customers distinguish a submitted payment from one that has finished processing.
CashFlow · Your customerView full size ↗
WHAT CHANGES FOR YOUR BUSINESS
Offer a choice that fits the customer
Card and ACH payment options make it easier for customers to use the payment method that works for them.
Keep billing questions grounded
Invoice balances, payment history, and company communication history give your team the context to answer a customer’s question.
FROM TASK TO FOLLOW-THROUGH
A useful path through
the everyday work.
Start with the job your business needs to get done. Build the process around the people responsible for it.
Review what is owed
Bring QuickBooks invoices and balances into the billing workflow.
Give customers a way to pay
Customers use a branded portal, with card, ACH, and authorized AutoPay options.
Follow the outcome
Review processing and payment results, then let accounting records carry the transaction forward.
Inside CashFlow
- Customer invoice and payment history
- Saved payment methods and authorization
- Stripe card and ACH payments
- AutoPay eligibility and approval rules
- QuickBooks invoice balances
- Billing templates, notifications, and communication history
WHERE IT FITS
A service company with monthly clients
The owner no longer wants payment follow-up to be a second job. Customers get a consistent billing destination and can authorize AutoPay; the office team reviews exceptions, overdue balances, and questions as they arise.
Illustrative business scenario.SEE GREENBENCH AT WORK
Bring a real challenge.
Leave with a clearer plan.
Use the demo to explore a job you want to handle better. We’ll walk through the relevant products, look at how they could fit your current routine, and discuss where to start. No need to have the whole plan figured out.
Prefer to talk?Call (919) 999-8877