Invoicing, payments, tax and subscriptions! Accept cards, PayPal, direct debit & many other global payment methods, through your own account.
No advanced configuration or troubleshooting needed. Upmind offers automatic invoicing and payment capture straight out of the box. Make chasing clients a stress of the past. Get paid by your clients, automatically and on-time.
Your clients have a self-service client area, where they can manage their payment methods, view receipts, and pay manually.
Support for both one-time and subscription billing. Subscription amounts can change month to month.
Adjust billing cycles and recurring amounts from within the client dashboard.
Offer as many currencies as you wish. Clients are not tied to specific currencies either. We fall back one master currrency of your choosing for reporting.
Offer different gateways per currency or convert for processing.
Adjust dunning settings, such as payment terms, overdue periods and provisioning actions like suspension or termination.
All settings can be changed on a global level, a client level, or even specified for just a specific product.
Clients can top-up credit balances on file which can be automatically used to pay future invoices.
Multiple payment methods per client can also be added.
Upmind can report on invoices and credit notes directly, or provide an export to account software such as Xero.
Upmind is written to full accounting standards and historic data will never change.
Upmind does everything you would expect an advanced billing system to do and more.
Let your clients pay and manage payment methods themselves through their branded client area.
Upmind uses tokenised data and has rigorous information security policies in place, ensuring your data is always secure.
No transaction fees charged by Upmind. You only pay the fees to your gateway.
Our LogicEngine works out sales tax rates. You can override them in settings.
Refund transactions through the system back to payment sources.
Allow offline payment methods, with manual transactions.
Upmind ties in with most common payment gateways & currencies, including Stripe, GoCardless and PayPal. Simply enter your gateway credentials to start charging your customers.
New gateway support can be added to our roadmap on request. Please make suggestions in our discussion forum.
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See our comprehensive documentation for all guides and tutorials.