Smarter invoicing, Faster Payments. A Better Customer Experience.

SimplePin gives you the optimal flexibility to manage and deliver invoices, receive payments, and streamline your receivables process. Automate invoice delivery, personalized reminders, and provide clients a frictionless way to pay—all directly integrated with your AMS and aligned with your brand.
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Process

Flexibility to Work with Your Invoicing Process: Multiple invoicing methods for every workflow

Choose the invoicing workflow that best fits your operations. SimplePin supports both automated and manual methods, complete with branded delivery and AMS integration.
Key Features

Branded client portal

Support for multi-invoice payments (Customers & Brokers)

Partial Payments & Deposits

Payment on Account and Binding

Speed Up Payments and Decrease Days of Sales: Smarter reminders that boost on-time payments

Customize automated reminders to help clients pay on time. Internal alerts keep your team informed and proactive.
Key Features

Automated reminders with payment links

User-defined cadence and message content

Alerts to staff for overdue invoices

Logged activity notes for each reminder

Process
Process

Branded and Trusted Experience for Your Clients: A white-labeled portal your clients recognize

Build client confidence with a white-labeled portal that looks and feels like an extension of your agency.
Key Features

Customized branding with logo and colors

Portal integrated into existing invoice workflow

iFrame-ready for seamless website embedding

Client login for viewing balances and transaction history

Adaptability to Meet Your Accounting Needs: Built-in flexibility for complex payments

Handle complex billing needs with optional features like installment plans, credits, and payments on account.
Key Features

Accept partial payments and track outstanding balances

Allow clients to pay on account before full matching

Issue and apply credit notes to invoices

Manage flexible installment plans

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Process

Flexibility in Payment Methods and Optimizing ROI: Payment variety with surcharging control

Give clients convenient payment choices while optimizing transaction costs through dynamic surcharging.
Key Features

Accept Credit Cards, ACH, EFT, and Interac

Dynamic surcharging rules to pass, absorb, or split fees

Benefits Snapshot

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Invoice Automation

Reduce 90% of manual work for staff by automating invoice presentment.

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Payment Flexibility

Enable various payment options to accommodate customer needs and preferences.

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Get Paid Faster

Achieve up to 60% faster payments.

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Improved Client Experience

Frictionless digital checkout across devices.

FAQs

How quickly are payments posted back to my AMS?
Can clients use mobile phones to pay?
Which payment methods does SimplePin support?
Is it safe to collect digital payments through SimplePin?

Ready to modernize your invoicing and payment experience?

Let’s talk. Book a demo to see how SimplePin can streamline collections and simplify your receivables.
Schedule a CallBook A Demo​
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