Name: Payments & Cash Application + Vista
Brand: Payra

Payments & Cash Application + Vista screenshot 1

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Product Overview

Payra collects card and ACH payments from your customers and automates the cash application process - applying payment records to invoices, orders, and more. Highlights: 1) Payments are auto applied in Vista, 2) Client facing portal with your brand; 3) Customer reminders for late payments.

Features

Virtual + physical terminals
Payra's virtual and physical terminals let you take payments anywhere — over the phone, in person, or on delivery — and automatically apply them to the right invoice or order. Eliminate manual reconciliation and keep your books accurate without the extra steps.
Payment links on Vista Invoices
Payra adds online card and ACH payment capture directly to your existing Vista invoices — no format changes required. Customers get the same invoice they're used to, now with a Pay button.
Custom Reminders
Accelerate your collections with branded reminder sequences that can be customized by client and trigger directly from your AR aging. Reminders escalate as invoices age, go out via email or SMS on your schedule, and include a payment link — so nothing falls through the cracks.
Apply credits to customer invoices
Apply available credits directly to customer invoices, fully compatible with Vista's credits system. Ensure every balance is settled accurately and get paid exactly what you're owed.
Client facing portal
Give your customers a branded self-serve portal to view invoices, check balances, review transaction history, and make payments — reducing inbound calls and getting you paid faster.
Credit applications
Payra replaces paper-based credit applications with a guided digital workflow that pulls credit reports and gathers decisioning information in one place. Reduce turnaround times by eliminating manual data entry and signature chasing.