Vireo A/R Online Features

A robust business platform is all you need to build dynamic payment forms and provide your clients with an online payment portal, even integrates with Quickbooks!

Invoice support: HTML invoicing, PDF attachment or link to PDF
Batch invoicing: send all invoices with a click of a button or choose from a list
Email your customer welcome notices
Batch email notifications: send 30/60/90 day past due notices
Integrates to Quickbooks: auto create new customers, invoices and invoice items
Import option: import your customers, invoices and invoice items via CSV, Excel or Access formats
Login as your customer or lockout a customer
Support for multiple invoice forms
Open invoices list viewable by you and your customer
Recurring payments: specify total/deposit amount and number of payments, automatically computes each payment amount, add service or convenience fees, last payment made and next payment due, personalized and automatic email receipt

Unlimited form creation: great for various departments or services that require custom fields
Event registration or account billing: can be used without a merchant account for event registration or account/PO billing
Unlimited custom field creation: field types (checkbox, password/password confirm, textbox/confirm textbox, date picker, drop down, radio button, text area, next/previous, cancel/general buttons, literal)
Create multiple form types: info, confirm, credit card, check, on account, time payment, receipt, email, error
Create unlimited FormSets: create a group of multiple form pages to create full online registration or ordering experiences
Form styles: built-in styling or upload your own style sheets; define columns, tabbing direction, field label styles and more; personalize your headers/footers with dynamic form fields
Field Library: assign fields to forms and set field properties - can be different on every form you create

Billing & Shipping Information – Full billing and shipping information; option for on account billing (bypass credit card processing) – great for PO’s and orders on account; customer feedback
Order confirmation page - Emailed and printable receipt; unique auto assigned order numbers
Emailed order notification - Alerts your personnel of a new order
Secured orders area - Your orders are kept in a secure folder in your Management Console
Online credit card and check (ACH) gateway with Virtual Terminal
Support for multi quantity ordering for up to 10 items, with order subtotaling

Open invoice view: see all open invoices including partial payments and due dates
Customer can choose which invoice they will be pay
Pay on manually entered invoices
Future pay: schedule payments for future date
Recurring payment plan: number of payments must meet criteria set by you
Login link: choose from a variety of template buttons for use on your website
Welcome message: display general message upon login
Secured customer login with password discovery giving customers the ability to reset password
Manage payment methods*: multiple credit cards and/or bank accounts
*Cardholder data is stored at the USAepay gateway. No cardholder data is stored, transmitted or processed by Vireo. Your customer's cardholder data is completely secure.

Unlimited user and group permission-based administration security
File Manager: upload logos, style sheets, and images used on forms
Import: payers, invoices, invoice Items
Export: invoices, invoice Items, payers, payer pay methods, transactions, transactions Detail
Useful Reports