Build workflows around the way your business works. Send emails or SMS, create your own templates and customise your branding. Assign work to your team, track progress and keep everything moving in a way that fits your business.
On the day a bill is due, take payment from the saved card or bank account. Set a maximum per payment, and recover payments that are
already overdue. With your accounting system, settlements reconcile to your bank account.
Overdue messages follow your schedule and stop when a dispute or payment arrangement is in place. Keep communication clear and organised, from collections and debit reminders to receipts and failed payments Your team can get a daily failure summary.
Take a one-off payment, schedule a collection, or let the client pay from their customer portal. Hold or release a scheduled debit before money moves. Request a payment method when a bill has none saved.
Offer payment plans on invoices, or set one up after a client agrees. Clients can choose weekly, fortnightly, monthly, or quarterly instalments, with an optional deposit. Plans can run for a set number of payments or until the bill is paid.
Send clients a full statement showing their opening balance, invoices, and payments, or an open-item statement showing unpaid invoices only. Review recipients before sending, add a Pay now button for balances due, and download statements as PDFs or a CSV.
Collect payments on time, without manual intervention
Per-transaction processing when you collect payments through OnboardMe. Rates below update for the country being viewed.
+ 30c per transaction with fees capped at $3.
+ 30c per transaction.
+ 30c per transaction.
*All payment processing fees exclude applicable taxes.
Customise your branding for a polished, professional client experience, and tailor workflows to match the way your business works. Send emails from your own mailbox for a more personal, familiar client experience.
Unlimited clients and unlimited users, so your whole business can work in OnboardMe without worrying about user or client limits as you grow.
Stay on top of outstanding invoices with debtor management built into your workflow. Automate follow-ups, track payments and keep cash
flowing without the manual chasing.
A client portal for clients to use with ease.
Send unlimited statements, invoices and payment reminders to your clients, keeping them informed and payments moving without extra limits or manual effort.
Connect your accounting system with two-way sync, bringing clients and invoices directly into OnboardMe from the systems you already use. Keep everything in sync without duplicate data entry or changing the way your business works.
Get paid on time with less chasing. Let routine payments take care of themselves. More consistency, fewer follow-ups and less time spent managing collections.
Keep collections moving without the awkward back-and-forth. Your reminders follow the way your business works, so clients get the right nudge at the right time, without unnecessary chasing.
Give clients a more flexible way to pay. Set up a plan that works for them while keeping your business in control, with a clear view of what’s been paid and what’s still outstanding.
Make statements one less thing to manage. Send them in a few clicks, keep clients up to date and give them an easy way to pay as soon as they’re ready.
