Invoicing And Billing Clients Is Easy For AutoTask Users

Directly integrate AutoTask and BNG Payments for a seamless collections process. Create invoices in AutoTask and collect payments without losing invoice details between your billing software and CRM.
Autotask Integration
Accept ACH or credit card payments and offer flexible payment options to customers. Set up one-time or recurring billing for customers and safely store their preferred payment methods for future use.

Benefits Of Processing With BNG

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Email Invoices

Automatically email customers based on the specific instructions you set with the payment method on file and the day you want the transaction to run.
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PCI Compliant Vault

Safely store customers’ private billing information for easy recurring billing in a secure payment vault and eliminate the risk of storing sensitive information internally on your internal network.
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Full Billing Dashboard

Make it easy for customers to pay their bills. Through our 24/7 payment gateway, your customers have the freedom to pay you on holidays, weekends, or after hours.

Integration Features

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Recurring Payments

Set up automatic payments for your customers’ contracts or agreements. Clients can make partial, full, or consolidated payments.
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Flexibility

Collect payments both inside and outside of the AutoTask portal, both via ACH or credit card.
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Two-Way Reconciliation

All payments made inside AutoTask are automatically reconciled, and with our Quickbooks sync integration, it will match the correct invoice as paid.

PCI Compliant Payment Data Storage

The AutoTask payment integration uses BNG’s Customer Vault to store clients’ sensitive credit card and ACH data securely. All customer data is stored on BNG’s PCI DSS compliant payment gateway servers instead of your AutoTask, removing the risk of a data breach. BNG’s Customer Vault feature uses proprietary encryption and tokenization technology so that all sensitive card data is stored securely and does not touch your network.