Paystand

Move your B2B payments off spreadsheets and into a repeatable workflow. With Paystand, finance teams design how money comes in—then let automation handle the routine. Start by connecting your bank accounts, choosing accepted methods (ACH, card, bank-to-bank), and creating a branded checkout page. Drop pay links into invoices, email footers, or PDFs. Set due dates, early-pay incentives, or late-fee rules. Enable partial payments and PO capture, and route funds by business unit. Reminders and receipts go out automatically, while incoming payments match to open invoices and post back to your systems without manual keying.

For recurring revenue, build plans that bill on your schedule—monthly retainers, quarterly maintenance, annual licenses, or installment agreements. Store payment details securely so renewals run on time. If a charge fails, smart retries kick in and customers get a link to update their method in a self-service portal. You can support multiple currencies, group settlements by day, and lock in clear audit trails for every action. Accounting keeps control with mapping to ledgers, cost centers, and tax codes, and finance leaders can see projected cash from upcoming renewals at a glance.

Sales and operations can collect funds anywhere. Send one-time payment links from your CRM or ERP to secure a deposit on a quote. Use a point-of-sale flow in the showroom or take a card on a mobile device at a job site. Generate QR codes for quick scans at events. Offer a website checkout page for wholesale orders or on-account customers who want to pay online. Issue or accept prepaid balances and process refunds or partial credits in a few clicks. When payment lands, webhooks can release orders, schedule fulfillment, or update customer status automatically—no back-and-forth between teams.

Integration is straightforward. Connect Oracle NetSuite, Xero, or Magento with prebuilt connectors; sync customers, invoices, and payments; and prevent duplicate entry with two-way status updates. Developers can extend with APIs and webhooks, use a sandbox for testing, and tailor approval flows and risk checks. Dashboards track DSO, collection rates, exceptions, and payment mix so you can nudge payers toward lower-cost rails and reduce fees. Close the month faster with automated reconciliation, consolidated reporting, and clear payout schedules that power accurate cash forecasting.