Vireo A/R Features

More than just a hang-on shopping cart, Vireo is a full-blown Ecommerce Management Solution and Website in one. A robust collection of features with everything you need to run your online Ecommerce Storefront.
 

Online Invoicing

  • Support for HTML Invoicing, sending a PDF Invoice as an attachment or as a link to the PDF invoice!
  • Batch email all invoices at the click of a button. Get a preview list of invoices to be sent and uncheck those you wish to hold from going out. It doesn’t get any easier!
  • Email Payer Welcome Notices
  • Batch email notifications for 30,60,90 day past due notices
  • Integrates to Quickbooks!
    • Auto creates new customers and assigns them user IDs and passwords
    • Auto creates invoices and invoice items
  • If you don’t use Quickbooks, import your payers (clients/customers), Invoices and Invoice Items via CSV, Excel or Access formats
  • Ability to login as your customer
  • Ability to lockout a customer
  • Support for multiple invoice forms
  • Ability for you and payer to see open invoices
  • Ability for you to set up payment terms in order to schedule recurring payments. And it’s super easy. Specify total amount, even a deposit amount and then the number of payments and the system will compute the amount of each payment for you! Even add a service or convenience fee if you choose. Track last payment made and next payment due. Set the description that will show up on the customer’s email receipt (each receipt is automatically sent after each recurring payment is made).

Shopping Cart

  • Billing Information
    • On Account - Bypasses Credit Card Process great for PO’s and Orders on Account
    • Customer Feedback
  • Shipping Information
  • Order Confirmation Page, Emailed & Printable Receipt, Unique Order Number:
    • Automatically assigned
  • Emailed Order Notification - Alerts your personnel of a new order
  • Secure Orders Area - Your orders are kept in a secure folder in your Management Console
  • Online Credit Card & Check (ACH) Gateway with Virtual Terminal
  • Support for multi quantity ordering for up to 10 items, with order subtotaling

Form Builder

  • Unlimited form creation, great for various departments or services that require custom fields.
  • Can be used without a merchant account for event registration or orders for services that will be billed on account or with a PO.
  • Unlimited custom field creation (NO LIMITS)! Create the following types of fields:
    • 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
    • Confirm
    • Credit Card
    • Check
    • On Account
    • Time Payment
    • Receipt
    • Email
    • Error
  • Create unlimited FormSets!
    • String together multiple form pages that have your custom fields on them to create a full online registration, ordering or payment experience, tailor fit to your organization. All, point and click.
  • Style Your Forms!
    • Use our built-in styling or upload your own style sheets. Set number of columns, tabbing direction, field label styles and more!
  • Easily assign fields to forms from our Field Library, then set field properties which can be different on each and every form you create!
  • Stylize your form headers and footers and personalize them with dynamic form fields!

Payment Portal

  • See All open invoices, even those that have had partial payments applied to them
  • See Due dates
  • Customer can choose which invoice they will be pay
  • If an invoice is not listed, customer can enter invoice number manually
  • Customer has the ability to schedule a payment for a future date
  • Customer has the ability to set up a recurring payment plan, so long as the number of payment selected meets the allowed criteria set by you the Merchant.
  • Login link with variety of template buttons for use on your website
  • Display general message upon login
  • Password Discovery – Allows customers to get emailed their password if they forgot it
  • Allow customers to manage their payment methods online (can handle multiple credit cards and/or bank accounts)
    • All 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.

Secured Management Console

  • Unlimited User & Group Permission Based Administration Security
  • File Manager (great for uploading logos, style sheets, and images used on forms)
  • Import/Export
      Import
    • Payers
    • Invoices
    • Invoice Items
      Export
    • Invoices
    • Invoice Items
    • Payers
    • Payer Pay Methods
    • Transactions
    • Transactions Detail
  • Useful Reports
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