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Frequently Asked Questions

CloudBanking PlatformConnectWise Xero Integration
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Everything you need is available. We offer various terminals, mobile app, reporting tool, and robust online payment platform to manage your business payments with ease.
We encounter many customers that have the same process, however we challenge you to think about how many late or outstanding payments you have waiting for customers to pay you? What is the cost of this delay on the cash flow of your business? This can easily be solved with setting up a direct debit or storing CC details to ensure you are paid on time every time.
We are PCI compliant and use Amazon services. We need to maintain a high level of security to even operate in the payment space. United States is heavily regulated in the online CC space and that’s the way we like it as it ensures our customers details are always safe.
We have numerous integrations with CRM and operating softwares. Which operating system do you use and in what capacity do you use it? If we don’t currently have an integration into your software we can start the process of integration (as long as the software company enables API integration). We do charge for integration however the fees are much less than your traditional payment provider.
CloudBanking maintains one of the highest approval rates in the industry. With our free application you have nothing to lose.
Yes. After you receive your credit card terminal a representative from CloudBanking will train you on how to use the terminal. In addition, we offer a 24/7 customer service support line.
Interchange is the true cost of processing of a credit card transaction. The rates vary from card to card and are set by the card issuing banks.
Once your CloudBanking account is approved, you will receive a welcome notification email with details of how to access your statements online. If you still need assistance, please contact our Support Team at +1 415.223.8459.

Please contact us by emailing us at support@cloudbanking.com.au  or call us at +61 1300.117121 to connect with our specialist.

The funds collected are paid directly into your bank account. With CloudBanking, our fees are deducted automatically and we’ll send you an invoice for your fees.

General Questions

Login to your CloudBanking Account and go to your dashboard, then Connected Accounts. Next, you need to select setup on ConnectWise and add your ConnectWise credentials or connecting your ConnectWise account.

You can have a free subscription for two weeks at no cost, and later you can upgrade to any paid plan. This offer is only available for the basic program. 

You need to make payment for any plan in advance. Then, as soon as the trial period is over, you can select a suitable invoice plan and make payment. 

Yes, there is a one-year commitment period. But you can upgrade or downgrade your plan anytime.

While upgrading in the middle of a month, you need to pay the difference between the Basic and Unlimited plan monthly fee and from next month, you will be charged for the upgraded plan. 

You can easily downgrade the plan. Select the one that is suitable for your business.

No refund, Next month you can pay for the new plan. 

Follow the guide for integrating invoices, expenses, payment and procurement. https://www.cloudbanking.co/process/CloudBanking-Process.pdf

No, you don’t have to. We have our payment processor.  So pay one time and sync all your accounting data,  including invoices, expenses, payment and procurement, at one cost.

It Generally takes up to 5-7 business days to set up the system.

Yes, you can Signup for both Payment and ConnectWise-Xero Sync.

Yes, you can. We are integrated with 150+ payment processors. So you can bring your payment process and still use CloudBanking Gateway.

Technical Questions

First, set up the configuration of your ConnectWise on CloudBanking. Go to the profile menu on the top right bottom select connected accounts. Once completed, go to the ConnectWise page, select the Existing Invoice tab, and click the Sync button. 

It cannot happen because when handling the payments for ConnectWise and other accounting applications, we use their self-generated number on accessing directly to their invoices. 

When an invoice from ConnectWise is paid via CloudBanking, it will automatically change the status from New to Closed on ConnectWise and from Unpaid to Paid on CloudBanking.

You can change your Credit/Debit Card details on the Customer Menu and select the Customer/Company information from the table you wish to edit the card details. 

We provide the function to archive your Invoices to exclude them from transacting payments on CloudBanking.

Yes, we continue to manage the integrated accounting applications on CloudBanking.

You can contact us by emailing us at support@cloudbanking.co or call us at +1 415.223.8459

Yes, we are PCI DSS certified and offer the highest bank-level tokenization. We use the latest technology for securing your transactions and information.

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    Level 23, 127 Creek Street
    Brisbane QLD 4000 Australia

    +61 1300.117121
    +61 7353.29495

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    Image of the CloudBanking Logo
    Level 23, 127 Creek Street Brisbane QLD 4000 Australia
    +61 1300.117121
    +61 7353.29495
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    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.

     

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    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.

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    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.

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    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.