Everything between the deal and the ledger.
Quote it, get it signed, take the deposit, run the plan or the invoice, collect, and post it to that location's books, from the deal in your CRM. Payment plans are usually the reason customers arrive. This is the rest.
- Deal closed wonin your CRM · Sep 22
- Quote sentbuilt from the deal
- Signede-sign · Sep 22
- Deposit paid$1,500.00 · Sep 22
- Plan scheduled12 payments · $13,300
- Charged monthlyadmins told on a miss
- Fee recovered2.9% · at checkout
- Posted to booksQBO · Denver LLC
- Written back to the dealthe cycle starts again
Quote it and get it signed.
The rep builds the quote from the deal, with line items, contacts and terms already filled, and the customer accepts, signs and pays the deposit on one hosted page.
- Hosted quote with accept or decline, e-signature and a trackable link
- Custom acceptance flow: terms checkbox, required fields, extra prompts, with the answers written back to the CRM
- Product bundles: present the options and let the customer choose
- An accepted quote converts to the invoice automatically
- PDF, file attachments and your own numbering (Liquid fields, the deal name as the number)
- Standalone documents such as contracts and enrollment agreements, with the same e-sign flow
Invoice it, or take the deposit.
One-off invoices, deposits and down payments live on the same deal as the plan, so the deal record stays the source of truth.
- Hosted invoice with payment, PDF, attachments and a trackable link
- Deposit and down-payment products; partial payments
- The customer can upload a purchase order to the invoice
- Dynamic due dates set by template rules
- Snapshots: every version the customer saw, kept
Run the plan, or the subscription.
Every way a customer can pay over time, from one template.
- Installment plans on any schedule: daily, weekly, every two weeks, monthly, quarterly or yearly, with a deposit when you want one
- Payment planner: the customer builds the plan inside the rules you set (minimum down, number of payments, fees), on your quote, on Paycove's hosted checkout, or embedded on your own website
- Subscriptions and recurring products, with an end date when you want one
- One-time and recurring on the same invoice
- Invoices split into scheduled payments automatically, from template rules
Take the payment.
Hosted checkout on every quote and invoice, in your branding, with the fee shown before the customer confirms.
- The payment methods Stripe offers your customer: card, Apple Pay and Google Pay, ACH, bank transfer, SEPA and more
- Surcharges and discounts by payment method, where your state or country allows it
- Taxes: TaxJar automation, default and custom rates, VAT with number verification, GST
- Every currency Stripe supports
- Offline payments recorded: check, wire, other
- POS for card-present payments at the front desk
- WordPress and WooCommerce plugin: Paycove checkout, installments and invoices on your own site, orders synced back
Collect it.
Scheduled charges run themselves; your admins are notified when one fails.
- Email reminders to customers, and admins notified when a scheduled payment fails
- ACH beside card, so a declined payment can be paid by bank transfer
- Subscriptions retry a declined card automatically
- Stop a plan, refund a payment (the surcharge is refunded with it), split, merge or part-pay installments, recalculate the remainder across the payments left
- Email templates in your words, sent from your domain, opens tracked
- Bulk actions: send, mark paid or unpaid, download PDFs, sync
- Paid, partial, accepted, declined and viewed events posted to the CRM timeline
One business runs more than 1,000 locations on Paycove.
Every plan at every one of them runs the way the five steps above describe.
dealRun every location on it.
A location is a template: its own branding, numbering, Stripe account, books and payment methods. A new one is a copy.
- Templates assigned by CRM criteria such as pipeline, location or product, so the rep never picks
- Each template tied to its own Stripe account and its own QuickBooks Online or Xero file
- Roles and permissions; one account for every location, or separate accounts under a parent
- Same rules everywhere, different books everywhere
Fifteen minutes on a screen share covers all nine steps.
Book 15 minutesPost it to the books.
Invoices, payments and recovered fees land in that location's QuickBooks Online or Xero file, matched to the products and tax codes you already use.
- Products linked across the CRM, Stripe and your accounting file
- Tax categories per product
- Bulk export and import, CSV or XLS
- Two-way sync with HubSpot and Pipedrive; Salesforce, Capsule, Pipeline CRM and Zendesk Sell on request
See it by location, by month, by whatever you ask.
Build a report from your own data: collections, fees recovered, open balances, grouped and filtered the way you run the business. Save it, export it, run it again next month.
- Custom reports on any Paycove data: plans, invoices, payments, fees, locations
- Group and filter by location, template, product, period or status
- Saved reports, CSV or XLS export
- The monthly statement: what was collected and what was recovered, per account
Build on it.
Create plans from your own enrollment or checkout site, with Paycove underneath.
- REST API: create plans, invoices and payments from your own enrollment or checkout page
- Zapier and HubDB
- MCP
- Built around how you bill: a state rule, a program-specific schedule, a report you rely on
Built for businesses collecting $100K a month or more.
More than one location, customers who pay in installments, and each location needing its own invoices, payouts and books.
Book 15 minutes