Paycove
interactive features

Paycove

by Paycove, LLC.

interactive features
interactive features

Payment plans from the Pipedrive deal for multi-location businesses: charged on schedule, card fees recovered, each location paid to its own account.

Manage contracts, Enable payments and tracking

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

For multi-location businesses that bill high-ticket items over time.

Paycove turns the Pipedrive deal into the quote, the invoice and the payment plan. It charges on schedule, retries declined cards, and recovers the card fee where your state allows it. Each location's money lands in its own Stripe account and its own QuickBooks Online or Xero file.

Career schools, clinics, coaching and certification programs have collected $400M+ through Paycove since 2017.

What the integration does

• Plans built from the deal. Move a deal into a stage you've set up and Paycove builds the quote, invoice or payment plan from its fields and products, and adds a note with the link.

• Plans that run themselves. A deposit plus scheduled charges. Customers can also build their own plan inside the rules you set: minimum down, number of payments, fees.

• Declined cards retried, ACH offered. You hear about a payment only if it stays open.

• Card fees recovered. Where your state allows it, a disclosed surcharge is added at checkout, with ACH beside it at no card fee. It posts to the books as its own line.

• Each location's money in its own account. Every location gets its own template, Stripe account and QuickBooks Online or Xero file, run from one Pipedrive company account.

• The deal stays current. Each payment updates the deal, and a paid deal moves to your final "Paid" stage.

• Quotes signed online. Customers e-sign before the first payment.

Features

Panels

Panels

Instantly see and interact with Paycove as you dive into the details of your deals/contacts in Pipedrive.

Paycove

Locations:deal details

Actions

Actions

Kick off related actions in Paycove as you work with your deals, contacts and/or activities in Pipedrive.

Create

Locations:deal details

Send

Locations:deal details

Delete

Locations:deal details

Installation instructions

Step 1: Enable your pipelines

Select the pipelines you'd like to enable with Paycove.

Step 2: Set up quote and invoice stages

Select the pipeline stages that you would like to trigger quotes, invoices and payment plans. Select a final "Paid" stage to move deals to once they're paid.

Step 3: Create a quote, invoice or payment plan

Move a deal into a stage you've set up. Paycove builds the document from the deal and adds a note with the link. If a deal is already in one of those stages, Paycove imports it automatically. Plans charge on schedule, and each payment updates the deal.

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User reviews

User reviews

Overall rating

4,5

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