Remove CRM Remove Duplicate Remove Reconciliation
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Credit Card Merchant Services: What to Look for (and What Most Businesses Miss)

Stax

Reconciliation tools – Help you match payments to your records, track sales volume, and catch discrepancies. inventory, CRM, ERP) The best merchant services providers dont operate in a silo, they seamlessly connect with your broader tech stack. It also gives you a more complete picture of your business in real time.

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The Ultimate Guide to Salesforce Payments

EBizCharge

Salesforce, a popular customer relationship management (CRM) solution, allows businesses to manage customer data, sales, operations, and finances within a single, cloud-based system, eliminating the need for disconnected systems. What is Salesforce?

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Choosing the Right Payment Gateway for Your Specific Business Needs

My Payment Savvy

This is a critical trust moment—delays or confusing messages can spark doubts or trigger duplicate charges if customers retry payment. Transaction Confirmation is Displayed The customer sees an on-screen confirmation of success (or failure). Custom connections require developer resources and ongoing maintenance.

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EBizCharge Supports High-Volume Credit Card Processing Services

EBizCharge

Integration capabilities are another advantage of high-volume merchant services, as most reliable providers enable businesses to sync their payment processing systems with their existing accounting, enterprise resource planning (ERP), eCommerce, and customer relationship management (CRM) software for powerful financial management.

Volume 52
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How to Optimize Your Invoicing and Billing Processes

EBizCharge

This consistency aids in easier tracking and reconciliation. Integrate with popular business software Integrating invoicing and billing processes with popular business systems, such as accounting, enterprise resource planning (ERP), eCommerce, and customer relationship management (CRM) platforms, is crucial for operational efficiency.

Process 52
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Integrating NetSuite ERP Billing Across Your Organization

EBizCharge

If you’re using a customer relationship management (CRM), ensure it syncs cleanly with your NetSuite ERP billing setup. Look for a payment gateway that simplifies reconciliation, offers security compliance, and allows for easy customer payments. Whatever it is, define it upfront. Automate wherever you can.

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NetSuite Customer Deposits: Best Practices and Setup

EBizCharge

Mishandling deposits can create issues with revenue recognition and even result in duplicate revenue entries. Reporting and Reconciliation Don’t forget about reporting. When doing bank reconciliations, make sure customer deposits are matched against your cash account deposits.