Book a Klipboard Money demo to simplify your business payments

Klipboard Money is an integrated payments platform built directly into Klipboard business management software. It lets you accept and process card payments, digital wallets, Pay by Bank and Buy Now, Pay Later across in-person, online and invoice payments in one system. It is cloud-based and scalable, growing with your business as you add new locations, users and payment channels.

Accept all major payment methods: cards (Visa, Mastercard and Amex), digital wallets (Apple Pay and Google Pay), Pay by Bank (Open Banking) and Buy Now, Pay Later (B2C: Klarna, Affirm; B2B: Billie). Customers can pay in person on a card terminal, online, or through a secure payment link.

Klipboard Money charges a processing fee on each transaction, with rates that vary by payment method and business size, so pricing is tailored to how you actually take payments. There are no setup fees, no monthly fees, no minimum transaction volumes and no PCI-DSS fees.

Klipboard Money delivers ERP integrated payments, natively embedded in your Klipboard software with no third-party connectors, so payments, invoices, customers and accounts stay fully connected. Every transaction is automatically linked to your sales, accounting and financial records for real-time reconciliation.

Yes. As invoice payment software and payment collection software, Klipboard Money lets you send invoices with built-in payment options, get paid faster with online payments and payment links, and reconcile incoming B2B payments automatically through accounts receivable automation.

Pay by Link lets you request payment by sending customers a secure payment link by email or text message. They pay online by card or Pay by Bank from anywhere, making it ideal for phone payments, field service and invoice payments with no card terminal required. What sets Klipboard Money Pay by Link apart is native ERP integration: once the link is paid, the payment is automatically posted back to your ERP, with no manual reconciliation.

Payments made via Klipboard Money are normally settled to your bank account within two business days (for example, a payment taken on Monday settles by Wednesday). Settlement is net of processing fees, so there is no separate invoice to reconcile, and every payout is broken down in full in your Klipboard Money Portal.

Yes. Klipboard Money meets PCI-DSS compliance standards, and no card data is ever stored by Klipboard because all processing runs on PCI-DSS Level 1 certified infrastructure. Card-not-present transactions such as phone and online payments use 3D Secure (3DS) authentication to verify customers and protect your business against fraud and chargebacks.

Klipboard Money is built on Adyen, one of the world's largest payment processors and acquirers, which powers card payments for global brands worldwide. You get the same enterprise-grade, secure payment processing, fully integrated into your Klipboard software.

Book a demo to learn more or talk to your Klipboard representative to get started. Onboarding normally takes around two weeks to get started, depending on your ERP configuration and other requirements such as card machine ordering, though simpler setups can be quicker. Account setup and verification itself can be completed in as little as 30 minutes.