A NEW PAYMENT
has been registered

+$3,500

Tee Up Your Payments

Generate beautiful invoices, estimates, and record payments flawlessly

The invoicing platform your business needs

  • Seamlessly integrates with
  • Saves precious time using invoices and payment automation
  • You can use your current payment processor or our team will help you get one!
  • Designed as a scalable solution, you pay for what you need
  • Built-in trust-building merchant branding

Save time through automation

Create invoice

  • Create & send branded invoices
  • Create & manage automated, recurring invoices

Collect payments

  • Get paid with personalized landing pages
  • Send payment links to collect your customers’ payments
  • Set up automated payment reminders

Manage your corporate funds

  • Integrate with QuickBooks effortlessly
  • Review your “customer invoice balances” using personalized dashboard

Key Features of Invoice Caddy

Discover the powerful features that make Invoice Caddy
the ideal invoicing solution for your business needs

Automated Invoicing and Reminders

  • Create and send professional invoices automatically
  • Set up customized payment reminders to reduce late payments

Dual Pricing Strategy

  • Set different prices for card and cash payments
  • Comply with dual pricing regulations effortlessly

Multiple Payment Gateways

  • Offer various payment options to your customers
  • Integrate with popular payment processors for seamless transactions

Customer Portal

  • Provide clients with access to their own secure portal
  • Allow customers to view, manage, and pay invoices online

Powerful Virtual Terminal

  • Process card-not-present transactions with ease
  • Accept payments over the phone or in-store without extra hardware

Flexible Offline Payment Solutions

  • Manage cash, checks, and alternative payment methods
  • Customize payment methods to fit your business needs

Time-Saving Automated Workflows

  • Streamline your invoicing process with intelligent automation
  • Reclaim valuable hours with smart payment reminders

QuickBooks Integration

  • Sync effortlessly with QuickBooks for hassle-free accounting
  • Streamline your financial record-keeping and reporting

Engage customers with Invoice Caddy

  • Grant your customers access to their own Customer Portal so they can view, manage, search, view status, and pay their invoices – partially or in full
  • Offer reliable payment reminders to never miss a payment
  • Utilize automated invoices and payment receipts
  • Be proud of painless payments captured within minutes
  • Build a deeper business relationship with your customers

Integration is important

Invoice Caddy has the flexibility you need so you can pick the payments provider of your choice

Gateways

Credit Cards and ACH

How it works

Begin by creating your invoice – the rest of the process is automatic

Invoice Caddy tells you how to use the existing template for the subsequent invoices and payment receipts. It gives you the possibility to set up notifications reminding your customers about overdue payments.

step I

begin

Create
Invoice

step II

auto

Document
Send

step III

auto

Scheduled
Reminder

step IV

auto

Collect
Payment

Create
payment automation by
saving this flow

Begin with a simple way to invoice

  • Simple integration with Quickbooks both ways
  • Issue invoices in Quickbooks and automate payments in Invoice Caddy
  • Send invoices issued in Invoice Caddy to Quickbooks using the benefits of both platforms
  • Add attachments to cost estimates or other documents for better communication with customers
How It Works

Create payments

  • Record offline payments
  • Generate an online payment document with your invoice
  • Use previously saved payments as templates
  • Use automation for recurring payment requests
  • Generate payment links and deliver them by email or any other channel

Dive into our free demo and experience streamlined invoicing

Try Demo Now

Pricing

Standard

$24.95

/mo

plus applicable sales taxes

  • Automated invoices
  • Automated payment reminders
  • Payment links
  • Payment landing pages
  • Multiple payment gateways
  • Merchant branding
  • Use your own payments provider
  • Priority email support

Plus

$29.95

/mo

plus applicable sales taxes

All features from the Standard Option, plus:

  • Enhanced reporting capabilities
  • Advanced customer management tools
  • Quickbooks Integration

Custom

Contact us
  • Large transaction volume support
  • Custom integrations and workflows
  • Customized server setup
  • White label option
  • Individual support
  • Dedicated account manager
  • API access for custom development
  • Advanced security features
  • Bulk processing capabilities

Ready to take a full swing?

Fill out the form and start invoicing

Retailer
onboarding

Start your self-setup process with ease. Fill out what you know – if any information is missing, we’ll reach out to you for additional details. You can still submit the form.

Our team is ready to assist you throughout the onboarding journey.

Sign Up

Partner
onboarding

We’ll redirect you to a specialized form designed for major financial players. There, you can complete the onboarding process independently. Let us tailor our platform to match your business needs.

Become a Partner

Enterprise
onboarding

If you are a super ISO, large bank, or other large prospective partner and are interested in offering Invoice Caddy to your client base, please let us know!

We’ll be happy to talk to you and explore what custom solutions and pricing arrangements we can develop together.

Let’s Talk

step I

Fill onboarding request

step II

Send onboarding request

step III

Our team will contact you

step IV

Finalize onboarding with details