Invoice Automation Solution

An end-to-end electronic bill presentment and payment solution seamlessly embedded in your own website:

Allows customers to self-manage their account

Seamless integrationwith back office accounting systems

View financials, create invoices and accept payments right inside your CRM system

Get paid faster with no additional effort!

Get Up Close & Personal

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Customer Self Service Invoice Automation Solution

No more wasting time or resources on account inquiry or accepting payments. Your customers can sign up for paperless billing or receive notification text messages (SMS) on their mobile phones.

Invoice Automation Solution
  • Customers access your branded website
  • Mobile Device capability
  • Set up autopay with credit cards and bank accounts.
  • Make electronic payments
  • Review and download previous statements (invoices)
  • Perform account activities such as contact information change, reset forgotten passwords, etc.

Easy Payments

Payment reduces receivable days and provides customer friendly solutions for enhanced client satisfaction and retention.


  • Process payments and manage offline payments (e.g. paper checks) to create timely order to cash solutions
  • Auto-pay capability reduces days-outstanding and improves cash flow
  • BluSynergy employs industry standard practices including encrypted storage and credit card tokenization to provide the security you need

Payments Solution

Customer Accounts

BluBilling tracks and manages subscription orders, customer transactions, and financial activity throughout the customer life cycle.

Invoice Solution
  • Customers can switch, upgrade or downgrade options associated with their current plan
  • Reporting and audit trail tools provide access to client information including lifetime customer value, last invoice, payment received, and balance at a glance
  • Deep visibility into client activity provides the information required to optimize the customer experience and improve customer retention
  • API synchronizes company and customer data with other enterprise applications, including CRM software
  • Selection of currency and statement formats are simple to designate
  • Level 1 ticketing capabilities with Customer Notes and Reminders

3rd Party Integrations


netsuite logo

Commission Management

For organizations that need to track commissions, royalties and similar payables based on orders or invoices, BluSynergys systems can handle the capture, accrual, and (optionally) the disbursement of these payables.

  • Commissioned sales staff that needs to be compensated based on their commission plan.
  • Affiliates that drive revenue via the Internet
  • ISO (independent Sales Organizations) in the payment industry that are commissioned for add-on products that cannot be handled by their traditional payment processor.
  • Resellers and VARS (value added resellers)

Ready to Learn More?

Customized Billing

At BluSynergy, we understand that you need to adapt the billing system to meet your requirements. Unlike other software-as-a-service providers that leave you to fend for yourself, we pride ourselves on our ability to extend and customize the software for each client’s needs.

Automated Payment Solution
  • Branding and integration with your website

  • Invoice templates and forms

  • Notifications sent to customers. Customize the trigger criteria, the email template, and the notification mechanism

  • Complex promotions

  • Payment processor and other payment types such as PayPal, etc.

  • Recycling / retrying failed payments, especially for consumer credit cards and ACH

  • Pricing rules

  • Reports – design your reports with the fields and totals that you care about

  • Order processing business rules

  • Interest, late fees, penalties

  • Customer status change definitions as part of the aging process

  • Item pricing and automatically including and/or excluding other items

  • Mediation and rating of source data

  • Streamline and automate sales tax with Avalara

Supported Payment Processors

The following 3rd party payment processors are directly supported. Click on the logofor details. logo
intuit quickbooks payments logo
vantiv logo
stripe logo
chase paymentech logo
lucy gateway logo
firstdata logo
paypal payflow pro logo
paypal website payments pro logo