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Integrate Connectwise to Xero With Multiple Payment Options

Are you looking for seamless integration between ConnectWise and Xero? If yes, you are on the right platform. CloudBanking provides synchronisation between ConnectWise to Xero with a one-click solution that seamlessly transforms your invoices, expenses, procurement and payment.  

Syncing with CloudBanking  

Syncing all accounting data via CloudBanking is simple. It will sync unposted data from ConnectWise via CloudBanking to Xero. Based on the selections you have made, you can choose whether you will sync Invoices, Procurement, Expenses and Payments as one sync action or bulk sync. CloudBanking adds this unique feature to take your default “Sync” settings, run through each Unposted Record Types, and post to your Xero Online. You can refer to the Connectwise Interface screen in CloudBanking Portal to determine which records will be posted to Xero. You can also select documents based on their tax type and Xero Account. You can also sync a bulk of unposted items in Xero and proceed with payment. 

Syncing with CloudBanking Payment 

Syncing paid invoices to ConnectWise with CloudBanking payment is another additional feature of CloudBanking. As CloudBanking is a pioneer payment company, you can make payments to process your invoices. Moreover, with a significant component of plexing, you can bring your payment processor and use CloudBanking as a gateway to paying your awaiting invoices.  

CloudBanking offers your client multiple payment options, including credit/ debit cards or direct bank payment. To process your invoice payment, make sure the invoice reference number must be the same in both systems. 

Processing Payment with CloudBanking 

1. Select the invoice reference number. 

2. Click on the Payment Tab 

3. Select the card details to proceed with the payment 

4. Once the payment is proceeded and synced to Xero, you can view details in ConnectWise Portal and Xero.  

CloudBanking Subscription 

With CloudBanking, you can sync invoices as per the subscription plan. 

Subscriptions Plan Basic Plan Business Plan  Premium Plan Unlimited Plan 
Number of Invoices Synced 0-45 Invoices 46-150 Invoices 151-300 Invoices Unlimited Invoices 

Try our unbeaten subscription plan today with multiple payment gateways. 

CloudBanking Plexing 

With CloudBanking Plexing, you can avoid the risk of payment outages and downtimes. It is critical for a rapidly growing business, as every minute of downtime incurs financial and reputational losses. Integrating multiple payment gateways helps you to avoid it and ensure operational continuity no matter what.  

Continue reading to find out more about the benefits of CloudBanking Plexing: 

1. Better customer experience. Make the payment process streamlined and frictionless by providing options for your customers’ payment methods and currencies. 

2. Facilitate expansion. When expanding your business globally, you’ll need not only a primary payment method but also global options with multiple facilities to ensure the best coverage, fees, and stability. 

3. Increased conversion rate. Having multiple payment processors pays off by boosting consumer conversion rates. It helps avoid customers’ frustration when they purchase and proceed to payment to find out there is no suitable payment option. In this case, you can reroute the transaction to another vendor seamlessly. Such flexibility and versatility can save your sales and increase profitability. 

4. Optimised payment flows. CloudBanking Plexing can do magic, helping you process transactions at the most appealing fees and the highest acceptance rates. Alongside failover management, it helps to minimise declines and ensure all transactions are processed optimally. 

How to Avoid the Payment Risk? 

Cloudbanking helps you to integrate multiple payment gateways, avoiding most of the limitations from vendor lock-in. With the PCI DSS feature, we have established a connection between APIs of payment providers and acquirers globally to ensure their security, integrity, and stability. As a result, a single integration with CloudBanking gets you on board with more than 150 providers.  

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ACCOUNTING SERVICES

Run fast, accurate, and automated accounting processes through Cloud Banking’s white label portal for accountants. Simply ask your customers to log on to your dashboard so you can download all their statements and reports—making it easier for you to do their taxes. Likewise, you can make sure that our platform can help you streamline everything from financial consolidation to compliance reporting and audits.

 

Our innovative payment solutions can easily be integrated into your existing accounting, invoicing, and billing software so you can get paid faster and more secure. Interested? Start by talking to one of our business specialists today.

HIGH RISK

Are you in the high-risk vertical market? Getting tired of looking for a reliable payment solution for high-risk industry? Don’t worry! CloudBanking got you covered.

We understand that banks and low-risk providers may instantly turn down merchant accounts who they deem industries with a history of high chargebacks, irregular high ticket sales, or that are highly regulated. Thus, finding a high-risk payment processing solution that keeps high-risk businesses running efficiently might be a daunting, frustrating process. This is all the more true for the CBD oil industry. However, CloudBanking understands that your business model works for you. We believe in your business’ desire to help the community and we’re committed to providing top-rated services.

Thus, we go the extra mile to ensure your business’ security and efficient cash flow. We provide tailored solutions and features because we understand your unique needs. You can now offer your customers a smooth and seamless journey with our innovative payment solution for high-risk industry.

HEALTH AND WELLNESS

Focus on what matters most to your business—your customers. And allow CloudBanking to take care of your payments. Our payment solution for health and wellness industry will be your trusted partner in improving your customer experience. With our innovative platform engineered to accept all kinds of payments and provide the security you need; we can guarantee you streamlined business operation.

 

In the ever-changing global marketplace, make your business at the forefront of innovation to give your customers the best customer experience. Trust that our payment solution for health and wellness is here to help you meet your customers’ expectations while improving your cash flow. Contact us today to experience the difference.

FIELD SERVICES

Are you one of the small or mid-sized businesses in the field service industry having trouble collecting payments? And are you tired of all the waiting and hassles? Then, it’s time for you to adopt a phone- and cloud-based payment solution for field services that will improve your cash flow and accuracy. Allow your field services staff to accept payment on-site so they can focus on the next job.

 

Level up in the game field by offering a cutting-edge payment solution for field services that will assist you in meeting your needs and improving your bottom line. Contact us to know how we can be your trusted partner in getting paid faster and secure.

RETAIL

The retail environment has evolved rapidly in the past years. To keep with the pace and increase your bottom line, you need to integrate a platform providing a full suite of card payment systems that fully satisfies the needs of you and your customers. CloudBanking’s payment solution for retail industry is here to help you stay in the game and be more competitive.

 

Powered with the latest technology, our credit card processing solutions allow retailers to accept any form of card payments such as credit cards, debit cards, and EMV-compliant cards. Our payment solution for retail industry can help you effortlessly manage your point-of-sale transactions while you boost your retail sales.

PROFESSIONAL

CloudBanking offers a customized payment solution for professional services companies, such as law firms, insurance agencies, and accounting firms. Our platform is designed to provide you a safe, convenient, and secure way to accept your service fees and lessen the administrative cost related to payment processing.

 

We understand that your business’ payment processing needs are unique. So you can’t just rely on any payment processing platform to manage your cash flow. You need a trusted partner to receive payments fast, secure, and easy. Enjoy this hassle-free process when you integrate our payment solution for the professional services industry.