ClientLoop Payments

Every way your customers
want to pay.

Cards, Tap to Pay, terminals, bank payments, invoices and online checkout, all in one system and tied to the right customer.

Start taking payments

See what you could save

Accept payments

Works with QuickBooks

Components for your website

Payment received

Tap to Pay · Front counter

+$1,240.00

250+ payment methods • 42 countries • 150+ currencies

In person

Take payments wherever the job happens.

Tap to Pay and terminals at the counter or on site, connected to the same system as your invoices and customer records.

Tap to Pay and countertop or mobile terminals

Chip, tap and swipe

Receipts sent by text

Every payment saved to the customer

Invoices and payment links

Send it by text.
Get paid online.

Send an invoice or payment link by text or email. Reminders go out on their own until it’s paid.

Invoices and estimates

Payment links from anywhere

Automatic reminders

Paid status updates on its own

Online

Built into your website checkout flow.

Add a checkout to your website so customers can pay by card, by bank or over time without leaving it.

Embedded payment experiences

Flexible checkout components

Online ordering support

Payment links and hosted checkout

Connected payment and customer data

Credit card
Digital wallets
Payment vouchers
Mobile payments
Subscriptions

Credit card
Digital wallets
Payment vouchers
Mobile payments
Subscriptions

BANK PAYMENTS

Offer bank payments on the big invoices.

Bank payments (ACH) are 0.75% per transaction, a lower-cost way to take larger payments. Customers connect their bank securely and pay.

0.75% per bank payment

Secure bank connection

Lands in the same account

See what you could save

How a payment moves

Fewer companies between your customer and your money.

A common setup

Your payment passes through seven companies.

Each one takes a cut before the money reaches you.

With ClientLoop

Five of those companies become one.

The card network and your customer’s bank are part of every card payment. Everything in between is ClientLoop, for one flat fee.

None of the usual add-on fees.

No monthly fee

No setup fee

No PCI fee

No statement fee

No contracts

See every fee we don’t charge →

Built in

Payments that do more than get you paid.

A payment that knows the customer

Every payment lands on the customer record, next to their quotes, jobs and messages.

Works with QuickBooks

ClientLoop integrates with QuickBooks, so your books stay in sync.

In person or online

Get paid at the counter, in the field or on your website.

The rest of ClientLoop

Payments do more with the rest of ClientLoop.

Turn on financing and the CRM in the same account.

Financing

Let customers pay over time. You get paid upfront.

Up to $25,000 per job*

3–60 month terms*

No MPA fee to you

Explore financing

CRM

Keep every customer, job and follow-up in one place.

Pipeline and scheduling

Automated follow-up

Reviews on autopilot

Explore the CRM

Start taking payments

the way customers want.

Cards, Tap to Pay, bank payments and online checkout in one account.

Get started

Talk to sales

Questions

Payments questions.

Talk to sales

Can I take payments in person?

What do bank payments cost?

Can customers pay on my website?

Does ClientLoop work with QuickBooks?

Payments, financing and CRM in one platform, for businesses that do the work.

support@clientloop.com

*Customer financing powered by Flex Pay. Subject to credit approval. Terms and disclosures · upgrade.com/flex-pay

Payments, financing and CRM in one platform, for businesses that do the work.

support@clientloop.com

*Customer financing powered by Flex Pay. Subject to credit approval. Terms and disclosures · upgrade.com/flex-pay

Payments, financing and CRM in one platform, for businesses that do the work.

support@clientloop.com

*Customer financing powered by Flex Pay. Subject to credit approval. Terms and disclosures · upgrade.com/flex-pay

Every way your customers want to pay.

Every way your customers want to pay.

Every way your customers want to pay.

In person

Take payments wherever the job happens.

Take payments wherever the job happens.

Take payments wherever the job happens.

Invoices and payment links

Send it by text. Get paid online.

Send it by text. Get paid online.

Send it by text. Get paid online.

Online

Built into your website checkout flow.

Built into your website checkout flow.

Built into your website checkout flow.

BANK PAYMENTS

Offer bank payments on the big invoices.

Offer bank payments on the big invoices.

Offer bank payments on the big invoices.

How a payment moves

Fewer companies between your customer and your money.

A common setup

Your payment passes through seven companies.

With ClientLoop

Five of those companies become one.

None of the usual add-on fees.

Built in

Payments that do more than get you paid.

Payments that do more than get you paid.

Payments that do more than get you paid.

A payment that knows the customer

Works with QuickBooks

In person or online

The rest of ClientLoop

Payments do more with the rest of ClientLoop.

Payments do more with the rest of ClientLoop.

Payments do more with the rest of ClientLoop.

Financing

CRM

Start taking payments

Start taking payments

Start taking payments

the way customers want.

the way customers want.

the way customers want.

Questions

Payments questions.

Payments questions.

Payments questions.

Every way your customers
want to pay.

Every way your customers
want to pay.

Every way your customers
want to pay.

Send it by text.
Get paid online.

Send it by text.
Get paid online.

Send it by text.
Get paid online.