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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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