SECTION I:  Product Overview

  • Invoicing: Yes
  • Recurring Billing: Yes
  • Payment Pages: Yes 
  • Scheduled Payments: Yes
  • Send automated reminder to customers for payment: Yes
  • QR Code Payments: Yes
  • ACH: Yes
  • Number of users & cost per user: Unlimited users can be added at no additional cost. 
  • Role based permission settings: Yes
  • Card authorization with card vaulting: Yes
  • B2B capabilities: Yes
  • Text to pay: Yes
  • Inventory: No, not natively. However, PayTrace integrates with many systems that do manage inventory  such as ERP, accounting, and ecommerce platforms.
  • Vault multiple payment methods per customer: Yes, it can store multiple credit/debit cards along with multiple ACH accounts per customer 
  • Create new customer records upon completing a payment: Yes
  • Fraud controls: Yes
  • Customizable receipts: Yes 
  • Methods of payment acceptance: Credit/debit and ACH
  • Supported pricing models: Interchange Plus, dual pricing, cash discounting, and surcharging
  • Multi-location reporting: Yes


SECTION II: Hardware and Technology

  • Mobile app companion: Yes iOS and Android
  • Works with Bluetooth card reader: Yes, it pairs with the ID TECH VP3300 which is not currently on our hardware pricing sheet. 
  • Tap to pay: No, not natively on either iPhone or Android. TTP only available when paired with a Bluetooth card reader that accepts TTP. 
  • Optional payment devices: Yes. Supported devices include mobile EMV readers, desktop EMV readers connected to the Virtual Terminal, and semi‑integrated terminals via supported processors
  • Compatible software: Yes, it integrates with QuickBooks, WooCommerce, and NetSuite. See complete list of PayTrace integrations here. Paytrace Marketplace


SECTION III: Resources