Clik2pay launches new client portal features to streamline payment collections and tracking

Payment service provider Clik2pay has announced updates to its client portal, giving businesses greater control over their payments. Businesses now have easy access to the tools they need to track and manage customer payments.

“We strive to improve the way we help businesses collect payments, and that starts with a simple and intuitive experience,” said Mike Bradley, Founder and CEO of Clik2pay. “With these updates, we make it even easier for businesses to offer their customers simple and secure payments directly from their bank account, while saving up to 50 per cent on the cost of credit cards.”

With the easy-to-use Clik2pay online portal, businesses can send emails or text messages with embedded payment links, track and reconcile payments, and schedule payments for a future date. Payments are completed easily and securely directly from the customer’s own bank account, reducing operating costs and payment processing fees.  

Upgrades to the client portal include:

  • Dashboard experience: Businesses can search and filter transactions directly on the intuitive Clik2pay dashboard: by status, customer info and payment code. Results can be sorted and reviewed easily in one place, and exported to CSV. 
  • Payment requests: Businesses can initiate payment requests with these new options:
    • Scheduled payments, where a payment request is sent at a future date; and
    • Flexible payments, where a customer has an option to pay part or all of the amount due.
  • Three new pricing plans: Clik2pay clients can choose from three new pricing plans, each at about half of the cost of credit card payments. Plans range from 1.2% – 1.7% of sales plus a small transaction fee, with lower rates and a monthly fee for larger businesses. Payment plans can be changed at any time through the portal. 
  • Seamless integration into accounting software and e-commerce platforms: Xero accounting software users can add Clik2pay links directly to invoices from within Xero, by connecting Xero to their Clik2pay account within the Clik2pay portal. 

Clik2pay clients can also easily manage integrations in the portal with market leading e-commerce platforms, such as Shopify and Adobe Magento – as well as direct connections with Clik2pay’s API.

  • New functions to follow-up on overdue bills: An improved Transaction Details screen allows businesses to easily follow up on overdue bills with their customers. 
  • Reconciliation: An improved Deposits and Payments summary makes reconciliation with bank records a snap! 

Clik2pay leverages bank-grade security and the highest standards for risk management by using one of the most secure money transfer services globally – Interac e-Transfer™. Other Clik2pay features for businesses include easy-to-use APIs, end-to-end payment tracking, real-time notifications, status updates, and a complete settlement file. Interested developers can contact integrations@clik2pay.com to access the portal.

About Clik2pay

Clik2pay is first in Canada to deliver real-time payments to businesses directly from customer bank accounts. Clik2pay is led by a team with deep business and technology expertise in payments, retail, and digital banking. Additional information and news updates can be found by visiting clik2pay.com or following clik2pay on LinkedIn.

For more information contact media@clik2pay.com or 416-939-9773.