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Get Paid Faster: Adopt an AI Solution That Integrates Credit Decisions into Your CRM

Trade Credit & Liquidity Management

The Missing Link: CRM-Integrated Credit Intelligence Sales teams are the first line of engagement. Here are 8 ways technology can now fill the gap: CRM-Embedded Credit Intelligence: By integrating natively with CRMs like Salesforce, sales teams don’t need to toggle between platforms. No delays, no chasing finance.

CRM
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Credit Card Processing for Small Business: Everything You Need to Know

Stax

TL;DR Credit card payment processing encompasses the series of activities that enable your small business to accept credit card payments from customers and facilitate the transfers of relevant funds from the buyer’s bank account to your business account.

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What is a Payment Processing System and How Does It Work?

Stax

A payment processing system is a technology that facilitates the secure transfer of funds from a customer to a merchant. The processor facilitates the transaction by communicating with the payment gateway, issuing bank, and acquiring bank. Talk to sales What is a Payment Processing System?

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The Anatomy of a Credit Card Transaction

Clearly Payments

Payment Processor Facilitates communication between acquiring and issuing banks. Card Network Facilitates Clearing : The acquiring bank forwards the transactions to the respective card networks, which route them to the issuing banks. Participant Role in Transaction Cardholder Uses a credit card to make a purchase. Visa, Mastercard).

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What is Click to Pay and How Does It Work?

Stax

Once the issuing bank gives the go-ahead, the payment services provider will facilitate the transfer of funds from the customers account to a merchant account. Click to Pay vs digital wallets Click to Pay and digital wallets are similar in the sense that both payment systems rely on stored customer data to facilitate faster payments.

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How to Integrate a Payment Gateway into Acumatica

EBizCharge

Faster customer payments: An Acumatica integration facilitates faster customer payments, providing options like click-to-pay links and a self-service portal for managing invoices. A well-integrated payment gateway should also connect with other essential business systems such as CRM, accounting software, eCommerce platforms, and POS systems.

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The Ultimate Guide to Ecommerce Payment Solutions

Stax

This requires the merchant to become a registered payment facilitator or PayFac. Your sales team would also love it if your payment solution integrates with CRM tools like Hubspot, Zoho, and Salesforce to monitor customer transactions and customize outreach efforts. A PayFac is a payment service provider for eCommerce merchants.