You can have a free subscription for two weeks at no cost, and later you can upgrade to any paid plan. This offer is only available for the basic program.
You need to make payment for any plan in advance. Then, as soon as the trial period is over, you can select a suitable invoice plan and make payment.
Yes, there is a one-year commitment period. But you can upgrade or downgrade your plan anytime.
While upgrading in the middle of a month, you need to pay the difference between the Basic and Unlimited plan monthly fee and from next month, you will be charged for the upgraded plan.
You can easily downgrade the plan. Select the one that is suitable for your business.
No refund, Next month you can pay for the new plan.
Follow the guide for integrating invoices, expenses, payment and procurement. https://www.cloudbanking.co/process/CloudBanking-Process.pdf
No, you don’t have to. We have our payment processor. So pay one time and sync all your accounting data, including invoices, expenses, payment and procurement, at one cost.
It Generally takes up to 5-7 business days to set up the system.
Yes, you can Signup for both Payment and ConnectWise-Xero Sync.
Yes, you can. We are integrated with 150+ payment processors. So you can bring your payment process and still use CloudBanking Gateway.
First, set up the configuration of your ConnectWise on CloudBanking. Go to the profile menu on the top right bottom select connected accounts. Once completed, go to the ConnectWise page, select the Existing Invoice tab, and click the Sync button.
It cannot happen because when handling the payments for ConnectWise and other accounting applications, we use their self-generated number on accessing directly to their invoices.
When an invoice from ConnectWise is paid via CloudBanking, it will automatically change the status from New to Closed on ConnectWise and from Unpaid to Paid on CloudBanking.
You can change your Credit/Debit Card details on the Customer Menu and select the Customer/Company information from the table you wish to edit the card details.
We provide the function to archive your Invoices to exclude them from transacting payments on CloudBanking.
Yes, we continue to manage the integrated accounting applications on CloudBanking.
You can contact us by emailing us at [email protected] or call us at +1 415.223.8459
Yes, we are PCI DSS certified and offer the highest bank-level tokenization. We use the latest technology for securing your transactions and information.