Make getting paid the easiest part of invoicing. SOTpay adds a secure payment link directly to your QuickBooks invoices, so customers can pay in a few clicks without extra steps, and the invoice status updates in QuickBooks once the payment completes.
Your team gets clearer visibility of what has been paid, and a great deal less payment admin.
Your invoicing process stays exactly as it is. The integration sits behind the invoice you already send.
Because the link carries the invoice reference, payments arrive identified rather than as a receipt somebody has to work backwards from.
Your customer enters their card details on SOTpay's secure payment page, not in QuickBooks and not to a member of your team over the phone or by email. QuickBooks receives the payment status, never the card number.
That keeps your accounting system, and the people using it, outside PCI DSS scope, and it puts an end to card details being read out over the phone or scribbled on a pad.
The QuickBooks connection is part of SOTsync Pro, SOTpay's accounting sync product. If you run more than one finance system, the same approach covers Xero and iplicit, and the full set is on the integrations page.
SOTpay adds a secure payment link to the invoices you raise in QuickBooks. Your customer pays through that link and the invoice status updates in QuickBooks once the payment completes, so your team can see what has been settled without checking anywhere else.
Yes. The payment link is built into the invoice, so your customer can pay straight from it rather than being sent elsewhere or having to ring you with a card number.
The payment request is generated against a specific invoice, so when it is paid the payment is matched back to that invoice and the status updates in QuickBooks. That removes the manual step of finding the payment and marking the invoice off.
No. Card details are entered on SOTpay's secure hosted page and are never held in QuickBooks or seen by your staff. QuickBooks receives the payment status, not the card number, which keeps your accounting system out of PCI DSS scope.
No. The connection is configured rather than built. Our team sets it up with you and confirms what is needed for your account.
Mostly by removing the wait. Your customer can pay the moment they open the invoice rather than waiting to be chased, arranging a transfer, or finding somebody to give a card number to. The payments that used to sit in that gap tend to land far sooner.
Our payment specialists will show you how a payment link behaves on a live QuickBooks invoice, and what setting it up would involve for your business. No obligation.
