Create clear, structured billing and approval workflows for customers — so your sales team can focus on selling while the back office runs itself.
From first estimate to final payment, iPaymer gives Sales, SDR, and BDR teams the tools to move deals forward without friction.
Build professional estimates with line items, pricing tiers, and terms — then send them digitally for fast customer approval.
Convert approved sales agreements into invoices and bundled packages automatically — no re-entry, no errors.
Set up recurring billing for ongoing services with flexible cycles, auto-renewals, and payment-on-file activation.
Provide customers with multiple ways to pay — credit card, ACH, or retainer deductions — through a secure, branded experience.
See real-time payment statuses for every deal — paid, pending, overdue — so you know exactly when to follow up.
Ensure every closed deal transitions smoothly — with all billing, payment, and agreement details intact for the operations team.
From first contact to paid invoice, iPaymer keeps every step connected so nothing slips through the cracks.
SDRs and BDRs identify and qualify prospects, capturing key deal details in the CRM.
Create a detailed estimate with products, pricing, and terms — and send it for customer approval.
The customer reviews and approves the estimate, which auto-converts into an invoice or subscription.
The approved estimate becomes a billable invoice or subscription plan — no manual re-entry required.
Customer pays via credit card, ACH, or retainer deduction through a secure payment link.
Monitor payment statuses in real time — paid, pending, overdue — and follow up with a single click.
All billing details, agreements, and payment records transfer cleanly to the operations team for fulfillment.
Start your free trial and see how iPaymer helps your sales team close deals, collect payments, and hand off to operations — all from one platform.
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