Fintech – ACH & Card Billing Invoicing CRM
Billing & Payment Software Built to Get You Paid Faster
Easy Billing CRM brings online invoicing, card and ACH payments, recurring billing, payment recovery and customer self-service together in one powerful platform.
Everything You Need to Manage Billing & Payments
Replace spreadsheets, manual payment follow-ups and disconnected billing systems with one centralized platform for invoices, payments, recurring billing and payment recovery.
Everything Your Business Needs to Get Paid
Manage your complete billing and payment workflow from one easy-to-use platform.
Online Invoicing
Create professional invoices with line items, discounts, taxes, payment terms and accurate payment balances.
Card & ACH Payments
Accept credit and debit cards as well as ACH bank payments from checking and savings accounts.
Recurring Billing
Automate recurring charges using flexible daily, weekly, monthly, quarterly, yearly or custom schedules.
Payment Recovery
Automatically retry failed card payments and returned ACH payments while keeping your team informed.
Customer Payment Portal
Let customers view invoices, make payments, manage payment methods and download receipts online.
Reports & Analytics
Track revenue, payment methods, failures, refunds, outstanding invoices and upcoming charges.
Create & Send Professional Invoices in Minutes
Easy Billing CRM makes invoice management simple. Create accurate invoices, send secure payment links and keep track of every payment from one place.
- Multiple invoice line items
- Products and custom line items
- Discounts and taxes
- Partial payments
- Automatic balance calculations
- Invoice status tracking
- Secure payment links
- PDF and print-ready invoices
Accurate Billing Without the Spreadsheets
Track invoices from draft and sent through partially paid, paid, overdue, void and cancelled status.
Payment information is automatically reflected in invoice balances, giving your team a clear view of what has been paid and what remains outstanding.
Give Customers More Ways to Pay
Let customers choose the payment method that works best for them while your business manages everything from one centralized platform.
Accept Payments Your Customers Actually Use
Easy Billing CRM supports card and ACH payment collection so businesses can offer flexible payment options without managing separate billing workflows.
- Credit and debit card payments
- ACH payments from bank accounts
- Online invoice payments
- One-time payments
- Payment status tracking
- Processor-confirmed payment status
Put Repeat Payments on Autopilot
Automate recurring charges and reduce the manual work involved in collecting repeat payments.
Flexible Schedules
Daily, weekly, biweekly, monthly, quarterly, yearly or custom intervals.
Pause & Resume
Control recurring plans with pause, resume, cancellation and end-date options.
Automatic Invoices
Generate invoices automatically for recurring charges so customers always have a record.
Recover Failed Payments Before They Become Lost Revenue
Failed card payments and returned ACH transactions can create unnecessary revenue loss. Easy Billing CRM gives your team a dedicated recovery workflow to help recover those payments automatically.
- Centralized failed payment queue
- Failure reason and amount
- Automatic retry schedules
- Customer payment alerts
- Payment method updates
- Retry history
- Staff notifications
Smarter Payment Recovery
Configure your own retry schedule and let the platform handle payment recovery while keeping your team informed.
Staff can retry payments, update payment methods, resolve failures or stop future retries.
One Platform. Three Powerful Portals.
Give every user the right tools and access for their role.
Platform Administration
Manage multiple businesses from a centralized control center.
- Business onboarding
- Platform reporting
- Processor management
- Webhook monitoring
- Audit logs
Business Workspace
Give business teams complete control over their customers, invoices and payments.
- Customer management
- Invoices
- Payments
- Recurring billing
- Reports
Customer Portal
Give customers a secure self-service experience.
- View invoices
- Pay online
- Manage payment methods
- Download receipts
- View upcoming payments
Know Where Every Dollar Is
Get clear visibility into your billing and payment activity with reports designed for everyday business decisions.
Revenue Reports
Analyze collected revenue by day or custom date range.
Payment Breakdown
Compare card, ACH and other supported payment activity.
Failure Analysis
Understand why payments fail and how much revenue is affected.
Billing Software for Different Business Models
Easy Billing CRM is designed for businesses that invoice customers and collect payments repeatedly.
Built for Multi-Business Platforms
Manage multiple businesses from one centralized administration platform while keeping each business’s data separated.
Manage Multiple Businesses From One Platform
Easy Billing CRM can support organizations that need to manage billing and payment operations for multiple businesses.
- Business onboarding
- Business activation and suspension
- Platform-wide reporting
- Per-business payment processors
- Secure support access
- Webhook monitoring
- Audit logging
Connect the Payment Processor You Need
Easy Billing CRM is designed to work with payment processors without changing your core billing workflow.
Card and ACH payment workflows through Stripe.
Card and ACH payment processing with NMI.
Connect North payment processing into the same billing workflow.
Offer bank-account payments alongside card payment options.
Support credit and debit card collection across supported processors.
Add additional processor integrations based on business requirements.
Connect Billing to Your Existing Systems
Use the Easy Billing CRM REST API to connect your billing and payment workflows with websites, CRMs, accounting systems and other business applications.
- Customers API
- Invoices API
- Payments API
- Transactions API
- Refunds API
- Recurring payments API
- Scheduled payments API
- Reports API
Secure API Access
Use business-specific API tokens with revocation controls and rate limiting.
Processor webhooks can automatically update payment results, ACH settlements and returns.
Security Built Into the Billing Platform
Payment security is considered throughout the platform, from payment data handling to user permissions and webhook processing.
Sensitive payment information is handled through secure processor forms.
Business records and access are separated across the platform.
Permissions control what each user can access and do.
Payment processor credentials are protected with database encryption.
Incoming processor events are verified and protected against replay.
Important account and payment actions are recorded in an audit log.
Secure HTTPS connections protect data in transit.
Test payment workflows without moving real money.
Easy Billing CRM FAQs
What is Easy Billing CRM?
Easy Billing CRM is a billing and payment platform that combines online invoicing, card and ACH payments, recurring billing, payment recovery, customer self-service and reporting.
Can Easy Billing CRM accept ACH payments?
Yes. Easy Billing CRM supports ACH payments from checking and savings accounts and tracks payment status through settlement and returns.
Can I accept credit card payments?
Yes. Businesses can accept credit and debit card payments through supported payment processors.
Does Easy Billing CRM support recurring billing?
Yes. Businesses can configure recurring payment schedules including daily, weekly, biweekly, monthly, quarterly, yearly and custom intervals.
Does Easy Billing CRM recover failed payments?
Yes. Failed card payments and returned ACH payments can be placed into a recovery queue with configurable retry schedules and customer notifications.
Does Easy Billing CRM have a customer payment portal?
Yes. Customers can view invoices, make payments, manage payment methods, download receipts and view upcoming payments through their customer portal.
Which payment processors does Easy Billing CRM support?
The platform is designed to support payment processor integrations such as Stripe, NMI and North, with card and ACH payment workflows. Additional processor integrations can be developed based on requirements.
Does Easy Billing CRM have an API?
Yes. Easy Billing CRM provides REST APIs for customers, invoices, payments, transactions, refunds, recurring payments, scheduled payments and reports.
Can Easy Billing CRM manage multiple businesses?
Yes. The platform includes multi-business administration, centralized reporting, business-level settings and separated business data.
Ready to Simplify Your Billing & Payments?
Bring invoicing, card and ACH payments, recurring billing, payment recovery and customer self-service together in one powerful platform.