ClickBillR FAQ: Your Guide to Smart Invoicing & Payments

by | Sep 4, 2025 | Blog, Uncategorized

Written By: Allen Kopelman

Allen Kopelman is the CEO of Nationwide Payment Systems and host of B2B Vault | The Biz to Biz Podcast.

AI Overview 

This document serves as a comprehensive FAQ guide for ClickBillR, a smart invoicing platform designed to help businesses manage payments more efficiently. The article highlights ClickBillR’s key features, including customizable branding, unlimited user accounts with role-based permissions, and robust security through tokenization. It details a variety of flexible payment options, such as scheduled payments, partial payments, and virtual terminal functionality, all while supporting credit cards, ACH, and digital wallets like Apple Pay and Google Pay. The guide also covers reporting, automated notifications, and seamless integration with both NPSONE and QuickBooks Online, positioning ClickBillR as a superior and more cost-effective alternative to traditional invoicing software.

 

Frequently Asked Questions: Everything You Want to Know About ClickBillR

 

Managing invoices and payments shouldn’t be a headache. That’s why we built ClickBillR—our smart invoicing platform that integrates seamlessly with NPSONE and QuickBooks Online.

Whether you’re a business owner exploring new invoicing tools or an accountant looking for ways to streamline client payments, this guide covers the most frequently asked questions about ClickBillR.

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Account Setup

 

What can be branded/customized? ClickBillR allows full branding flexibility: upload your logo, choose your color theme, customize messages, select payment types (credit card, ACH, Apple Pay, Google Pay), add tipping or partial payments, edit hosted payment page fields, and even personalize SMS notifications.

Can employees/users have different roles/limits? Yes. Roles and permissions are completely customizable, giving you control over which employees can send invoices, apply refunds, pull reports, or receive payment alerts.

Is there a limit or fee per ClickBillR user? No. You can have unlimited users with no extra fee—unlike other invoicing software that charges per seat.

 

Security & Privacy

 

Does ClickBillR store credit card information? No. ClickBillR uses tokenization for transactions. Sensitive card data is never stored or visible to the merchant.

How does ClickBillR use customer information? We safeguard all data according to our strict privacy policy, ensuring compliance and security at every step.

 

Payment Options

 

Can customers leave a tip? Yes. Merchants can enable tipping when applicable.

Can ClickBillR securely charge a card on file? Yes. Customers can save a payment method for future invoices, stored securely through tokenization.

Does ClickBillR allow partial payments? Yes. Perfect for deposits or split payments. For scheduled recurring charges, subscriptions are recommended.

Can payments be scheduled? Yes. Invoices can be scheduled for future dates, and recurring subscriptions can be set up (weekly, monthly, quarterly, or annually).

Does ClickBillR have a virtual terminal? Yes. Merchants can input card or ACH information directly.

 

Notifications & Reporting

 

Will I get notified when a payment is received? Yes. Notifications can be sent via email, in-app alerts, or payment logs.

Can ClickBillR confirm that a customer viewed an invoice? Yes. You’ll know when an email or text has been opened, along with payment confirmation details.

What reporting features are available? You can pull detailed payment reports by date, status, order number, method, or amount—with export options for further analysis.

 

Invoices & Attachments

 

Can I attach files to invoices? Yes. PDF and other common file formats (up to 10MB, max 5 files) can be attached.

Do invoices expire? Yes. You can set an expiration date to automatically cancel unpaid invoices.

Can surcharges or convenience fees be applied? Yes. ClickBillR supports convenience fees, which can be set by percentage or flat amount. Always check state and card brand rules for compliance.

 

Customer Communication

 

Can I message customers directly through ClickBillR? ClickBillR does not support two-way SMS. However, merchants can resend payment requests or copy/paste links into their own communications.

 

Why Choose ClickBillR & NPSONE?

 

ClickBillR is more than just invoicing software—it’s a smarter way to collect payments faster, cut processing costs, and improve cash flow.

Unlike QuickBooks Online, which charges per user, ClickBillR offers unlimited users at no extra cost, supports dual pricing, ACH, and card payments, and integrates directly into NPSONE and QuickBooks for maximum efficiency.

✅ Book a Demo Today

Ready to see ClickBillR in action? Book a demo with Allen Kopelman and discover how ClickBillR can transform your invoicing, payments, and cash flow.

For more information on setting up integrations, you may want to watch a video on how to use them with QuickBooks.

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    FAQ: Frequently Asked Questions

    What can be branded/customized?

    ClickBillR allows full branding flexibility: upload your logo, choose your color theme, customize messages, select payment types (credit card, ACH, Apple Pay, Google Pay), add tipping or partial payments, edit hosted payment page fields, and even personalize SMS notifications.

    Can ClickBillR securely charge a card on file?

    Yes. Customers can save a payment method for future invoices, stored securely through tokenization.

    Can customers leave a tip?

    Yes. Merchants can enable tipping when applicable.


    Can ClickBillR confirm that a customer viewed an invoice?

        Yes. You’ll know when an email or text has been opened, along with payment confirmation details.

          


         

        Can I attach files to invoices?

             Yes. PDF and other common file formats (up to 10MB, max 5 files) can be attached.