Personify’s Integrated Payment Processing streamlines getting paid, enabling you to accept payments directly through your sales funnels, landing pages, and invoices. With seamless integration to the best payment gateways, you can efficiently manage one-time and recurring payments, enhancing your business operations and your customer’s experience.
Get Paid. Keep Track. Make it Easy.
Payments
Key Features
Seamless Payment Gateway Integration
Effortlessly connect with top payment providers like Stripe, PayPal, Square, and Authorize.net, ensuring secure and reliable transactions.
Versatile Payment Acceptance
Accept payments through various channels, including online forms, invoices, order forms, and directly within sales funnels, providing flexibility for you and convenience for your customers.
Subscription Management
Easily handle recurring payments and subscriptions, ensuring consistent revenue streams and simplified customer billing.
Automated Receipts
Automatically send customized sales receipts for order forms, calendar bookings, and invoice payments, enhancing professionalism and customer satisfaction.
Comprehensive Invoicing Tools
Create, send, and manage invoices with ease, including options for one-time and recurring billing, discounts, and tax calculations.
Detailed Transaction Tracking
Monitor all payments with real-time transaction tracking, providing transparency and simple communication.
Why choose Personify?
- All-in-One Platform: Manage your CRM, marketing, and payment processing from a single, unified platform, ror multiple tools and subscriptions.
- Enhanced Customer Experience: Provide your customers with a seamless and secure payment process, boosting satisfaction and trust.
- Automated Workflows: Leverage automation to handle payment confirmations, reminders, and follow-ups, saving time and reducing manual effort.
- Scalable Solutions: Whether you’re a small business or a growing enterprise, Personify’s payment processing adapts to your needs, supporting your business growth.
Use Cases
Landscaping Companies
- Service Payments: Accept payments for one-time services like lawn mowing, tree trimming, or garden design directly through invoices or order forms.
- Recurring Billing: Set up subscription payments for ongoing maintenance services, such as weekly lawn care or seasonal clean-ups.
- Online Estimates: Provide estimates via forms and allow customers to approve and pay deposits online to confirm services.
Car Repair Shops
- Repair Payments: Accept payments for repairs, parts, and labor via online invoices or at the counter using integrated payment terminals.
- Appointment Deposits: Collect deposits for scheduled appointments to reduce no-shows and ensure commitment.
- Service Subscriptions: Offer recurring plans for regular vehicle maintenance, like oil changes, tire rotations, or inspections, with auto-billing.
Fitness Studios
- Class Payments: Collect payments for individual classes, packages, or memberships through customizable forms or landing pages.
- Recurring Memberships: Automate billing for monthly or annual memberships with built-in subscription management.
- Event Tickets: Sell tickets for workshops or fitness events, managing payments and registrations seamlessly.
Photographers
- Session Deposits: Require clients to pay a deposit to secure their photo sessions.
- Package Payments: Accept payments for packages (e.g., weddings, family portraits, headshots) with flexible options for installments or full pre-payment.
- Digital Downloads: Sell digital copies of photos directly through order forms linked to your portfolio.
Health and Wellness Coaches
- Session Payments: Allow patients to pay for appointments upfront or after their sessions via online invoices.
- Subscription Plans: Offer subscription services like monthly wellness consultations or fitness training plans with auto-billing.
- Workshop Tickets: Sell access to wellness workshops or group classes directly through landing pages.
