Smart invoicingAs seen in B2B Vault

AI Overview 

NPS1 + Smart invoicing is introduced as an all-in-one QuickBooks-native invoicing and payments hub designed for serious B2B growth, eliminating the common problem of vendor sprawl for merchants. The platform collapses four separate vendors (processor, ACH, gateway, and QuickBooks connector) into a single system featuring a true two-way QuickBooks Online sync. This unified approach allows merchants to accept both Cards and ACH payments, configure advanced pricing models (Dual Pricing/Surcharging), and automate Accounts Receivable (AR) with auto-reminders and late-fee rules. Built with robust security, multi-entity support, and self-serve onboarding, NPS1 + Smart invoicing targets professional services, trades, and B2B suppliers needing efficiency, single-point support, and comprehensive financial control. 

 

NPS1 + Smart invoicing: QuickBooks Native Invoicing and Payments Hub

 

Sponsored by Nationwide Payment Systems

Why We Built This (And Why It Matters Now)

 

For years, B2B merchants who invoice customers have been forced to juggle four separate vendors: (1) the credit card processor, (2) the ACH provider, (3) the gateway, and (4) the QuickBooks connector. Inevitably, this fragmentation means managing multiple contracts, dashboards, fees, and support lines, plus dealing with fragile “syncs” that break at the worst possible times.

NPS1 + Smart invoicing collapses all of that into one single platform featuring a true two-way QuickBooks Online sync. As a result, invoices, customers, items, and payments flow seamlessly in both directions—eliminating double entry, manual reconciles, and the anxiety of wondering, “Did that sync?”

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What’s inside NPS1 + Smart invoicing

  • Two tiers for fit & scale 

  • NPS1 (Light)

    : payment links, WooCommerce plugin, essentials. 

  • Smart invoicing (Pro)

    : built for firms doing $50K+/mo, with deep invoicing, AR automation, and advanced pricing controls. 

  • Accept more, faster

     

  • Cards + ACH

    in one dashboard. 

  • Dual Pricing, Surcharging, or Convenience Fees

    —configure the model that fits your policy and margin strategy. 

  • True 2-way QuickBooks Online sync 

    Create invoices in QuickBooks or in NPS1—either way, they mirror and settle correctly. Line-items, customers, products/services: all stay in lockstep. 

  • AR automation that actually reduces work 

  • Branded links & invoices 

  • Auto reminders 

  • Early-pay discounts

     

  • Late-fee rules

     

  • Customer portal (self-serve history & receipts)

     

  • Multi-entity, multi-location 

    One login; toggle between businesses or locations in seconds. 

  • Role-based permissions 

    Keep bank data and company financials off-limits. Give techs, office staff, and managers only what they need. 

  • White-label experience 

    Your logo, your colors, your brand—not ours. Customers see your company on every link and page. 

  • Nonprofit mode 

    One-time/recurring donations, event payments, donor receipts, and year-end summaries—synced to QuickBooks by fund/class. 

  • Simple, bundled pricing 

    Avoid the nickel-and-dime creep (gateway, PCI, ACH, statement, QB plugin, etc.). One flat monthly SaaS fee covers the software. (Processing rates apply.) 

 

Self-serve onboarding (with real humans behind it) 

Like modern fintech’s, you can apply online end-to-end—no packets, no DocuSign back-and-forth. Upload docs, set preferences, go live. If you pause mid-application, our team can see it and help you finish. 
Difference vs Stripe/Square: we actually answer the phone and provide relationship-level support. 

 

Security & compliance 

  • Tokenized cards/accounts; nothing sensitive stored on your office machines. 
  • PCI Level-1 infrastructure through our processing partners. 
  • Roles/permissions built for internal controls. 
  • Clean audit trail across invoicing and collections. 

 

Roadmap (near-term) 

  • Card-present devices tied to the same invoice/work order (EMV, tap, receipt to QB). 
  • Technician app (create/adjust invoice, take card in person, text payment link). 
  • Embedded finance (working capital, corporate card), payroll, and more—all inside the same dashboard. 

 

Who adopts this fastest? 

  • Professional services: Accounting/bookkeeping, legal, consulting, marketing agencies. 
  • Trades & field services: HVAC, plumbing, electrical, wholesale counters. 
  • B2B suppliers: Parts, distribution, manufacturing reps. 
  • Nonprofits: Donation flows + events + receipting. 

If you live in invoices, payment links, and AR—this is your hub. 

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    FAQ: Frequently Asked Questions

    How is Smart invoicing different from using QuickBooks + a random gateway?

    Two-way sync means no double entry and fewer break points. Plus, cards + ACH, branded links, AR automation, and advanced pricing models live in one place. 

    Can I use cards and ACH without separate vendors?

    Yes. Both rails run inside NPS1 + ClickBillR with unified reporting and a single support line. 

    Do you support dual pricing or surcharging?

    Yes. Choose Dual Pricing, Surcharge, or Convenience Fee based on your policy and jurisdictional rules.


    Does it work without QuickBooks?

        Absolutely. QuickBooks Online is optional. If you use it, the 2-way sync saves time; if not, you still get full invoicing and AR features.


         

        Can staff send invoices without seeing bank/financial data?

            Yes. Use role-based permissions to keep sensitive data private while letting staff create/send invoices and collect payments.


             

            How do customers pay and get receipts?

                They click your branded link, pay via card or ACH, and auto-receive receipts. They can log in later to view history—no calls to your office.


                 

                What about multi-location or multiple businesses?

                    Toggle between entities in one login; standardize templates and policies across locations.


                     

                    Can we automate reminders, early-pay discounts, and late fees?

                        Yes. Configure schedules, discount windows, and late-fee rules to accelerate cash flow.


                         

                        Is onboarding self-serve?

                            Yes—fully online. If you get stuck, our team proactively helps finish setup. No paperwork ping-pong.


                             

                            What’s coming next?

                                EMV devices tied to invoices, a field tech app, and embedded finance/payroll options—all inside the same platform.