2030/10/24

¿Como funciona SimplePin?

The SimplePin platform is a modern accounts receivable tool which allows companies to send invoices to their customers and collect payments from them. Our main focus is providing an exceptional user experience and making the payment process as simple as possible. Our platform was designed with compliance in mind, making payment processing as secure and reliable as it can be.

So how does it work? It’s simple.

  1. As a company (e.g. an insurance brokerage, accounting/law firm or real estate agency), you can create an account with SimplePin in 3 to 5 minutes. During account setup, we will ask you to validate your email address and bank account in order to withdraw funds from our platform.
  2. Start creating invoices and send them to your customers.
  3. Customers can pay their invoices using a credit or debit card, or a bank account transfer.
  4. SimplePin collects the funds from your customer and deposits them in your account based on the deposit schedule you've defined during the setup.

With all of its simplicity, SimplePin is a very powerful platform with additional functionality to meet your payment processing needs. This functionality includes:

Functional area
Functionality description
Invoicing
One-time invoice
One-time invoice with preauthorized charge
Invoice with multiple plans
Payment links for your emails
Payment link with QR code
Payment codes for paper invoices
Collecting payment
Debit and Credit cards (VIsa, Mater Card, Americal Express)
Bank accounts (EFT, ACH)
Withdraw schedule
On-demand or Automated (Daily, Weekly, Monthly)
API
Ability to create Company and User accounts on the fly using API (Partners)
Ability to create Customer using API
Ability to create Invoice using API
Payment Widget for on-Portal solutions
Webhook with status notification functionality

 

Step-by-step guides on how to use SimplePin

Introduction

For companies

For customers

Want to know more about SimplePin? Call our toll free number: 1 800 727-4136. You can also email us at info@simplepin.com, or contact us through our website at simplepin.com/contact-us or request a demo with one of our product specialists.

Schedule a Demo