Case Studies
Case Study #1:
Centralized Payment Portal for Company A
Overview
Company A had developed a “homegrown” ERP solution alongside Sage 300 for their accounting needs. However, the limitations of their existing setup became apparent as the company expanded. They were also relying on a stand-alone virtual terminal for processing credit card transactions during business hours, which hindered their productivity.
Challenge
As the company grew, the need for a more efficient payment processing method became critical. Their previous system could not handle the increasing volume of transactions and lacked features that would enhance customer experience and operational efficiency.
Solution
We, at PaySmiths Payments, implemented a centralized payment portal that seamlessly integrates with both their ERP and Sage 300 systems. This solution allows customers to create profiles with saved credit card and ACH information, providing them with the ability to view open invoices and make payments—either all, some, or partial payments—using their saved details.
Benefits
- 24/7 Payment Capability: Customers can make payments at any time, significantly improving cash flow.
- Automated Invoice Management: The portal communicates directly with the ERP and Sage 300, automatically marking invoices as paid.
- Cost Efficiency: The company opted to implement surcharging, effectively offsetting their credit card fees and making the solution not only efficient but also cost-effective.
Results
With the new payment portal, Company A has not only improved its productivity but also enhanced customer experience, allowing it to focus on core business operations without the hassle of manual payment processes.
Ready to Transform Your Payment Processing?
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