Give your sales a boost with billing and payment automations

A CRM for Debit Orders, Card Payments, Billing,
Invoicing, Payouts and Reconciliation

Finance

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Finance features

Payment automation

SwitchTransact provides all the tools
for successful recurring & subscription payments.
DebiCheck

(debit order that you need to confirm)

Real-time debit orders with pre-checks for safe processing and fast reconciliations.

Card Payments

(Credit and Debit Cards)

Recurring and once-off credit/debit card payments provided for all major cards. Cards securely stored with a PCI DSS Level 1 provider.

EFT Debit Orders

(Normal Debit Orders)

NDO debits are available on Same Day (SDV), Two-Day Collections (2-Day) and are collected from all South African banks.

Invoices

(Once-off or recurring)

Automated or manual invoices with payment links and customised billing rules.

AVS-R

(Account Verification Service Realtime)

Optimise collections by verifying account details in real-time.

Electronic Mandates

(Electronic Debit Order Agreements)

Capture mandates through your website or a mobile app.

Collections

Boost revenue and
success rates

Improved collections with advance
reporting, payment routing, failed payment handling and recovery.

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Payments Browser Payments Phone

Payments through
any platform

  • Web-based devices

  • Email, SMS or WhatsApp

  • Mobile apps

  • Hosted pages

  • Your own CMS

  • Billing and subscription pages

  • API Integration

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Receive

Payment automation

Set rules for incoming and outgoing payments, send automated invoices and statements and receive real-time reports.

  • Recurring & subscription payments

  • Once-off payments

  • Real-time statements

  • EFT reconciliation

  • Automated payment tracking

  • Unpaid/Dispute management

  • Automated invoices

  • Advanced reporting and alerts

  • API Integration

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Payments Browser

Manage your customers

  • Lead/Account Management

  • Email, SMS & WhatsApp communication

  • Segmentation

  • Custom Automations

  • Subscription Overview

  • Lists and Tags Management

  • Call Center Integration

  • API Integration

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Billing

Billing

Improve cash flow management and financial predictability with our sales billing platform.

  • Create quotes & invoices

  • Statements with ledgers

  • Manage loans and credit

  • Automated reminders

  • Payment links

  • Recurring invoices

  • Weekly, Monthly, Quarterly, Bi-Annual & Annual billing

  • Online, cash or EFT payments

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Start growing your business... Get paid quicker.

Get started!

Contact Sales