QuickBooks^® Request for Payment Invoicing

• ~ Automate Account Receivable Collection
• ~ Automate Account Payable Payments
• ~ One-time and Recurring Debits / Credits

Secure QB Plugin payment processing through QuickBooks ^® specializes in the origination of moving money electronically.

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Request for Payments

Integrating Real-Time Loyalty, Points, Discounts, Bonuses, and Cash-back into RfP for QuickBooks Billers

Integrating features like real-time loyalty, points, discounts, bonuses, and cash-back into Real-Time Request for Payments (RfP) can enhance the customer experience and foster loyalty. Here’s a detailed guide on how QuickBooks billers can incorporate these features using SecureQBPlugin.com:

Step-by-Step Integration Guide

1. Set Up QuickBooks Online (QBO) and SecureQBPlugin.com
   • Ensure your QuickBooks Online (QBO) account is set up and ready for advanced invoicing and payment processing.
   • Register and configure SecureQBPlugin.com, linking it with your QBO account for seamless integration.
2. Configure Payment Processing with Loyalty Features
   • Ensure SecureQBPlugin.com is set up to support real-time payment networks like RTP and FedNow.
   • Verify that SecureQBPlugin.com can handle loyalty programs, including points, discounts, bonuses, and cash-back rewards.
3. Define Loyalty and Discount Programs
   • Establish the parameters for your loyalty and discount programs within QBO and SecureQBPlugin.com.
   • Define how customers earn points, how discounts and bonuses are applied, and the conditions for cash-back rewards.
4. Create Digital Invoices with Loyalty Features
   • Use QBO to generate digital invoices that incorporate loyalty features.
   • Include details such as the points earned, applicable discounts, bonuses, and potential cash-back for each transaction.
5. Generate and Send Enhanced RfP via SecureQBPlugin.com
   • When creating an invoice in QBO, use SecureQBPlugin.com to generate an RfP.
   • Ensure the RfP is formatted in ISO 20022 and includes all relevant details (e.g., points, discounts, bonuses, cash-back).
   • Send the RfP to the payer via their bank’s dashboard or through a link on the payee’s payment page.
6. Payer Receives and Approves RfP
   • The payer receives the enhanced RfP notification, including loyalty features, on their bank’s dashboard or payment page.
   • The payer reviews the details and approves the payment, seeing the immediate benefits (points, discounts, bonuses, cash-back).
7. Instant Payment Processing and Rewards Allocation
   • Upon approval, the payment is processed instantly through RTP or FedNow.
   • SecureQBPlugin.com updates the payer’s loyalty balance (points, discounts, bonuses) and processes any immediate cash-back rewards.
8. Payment Confirmation and Reconciliation
   • Both payer and payee receive payment confirmation.
   • QBO updates the invoice status to 'Paid' and reconciles the payment and loyalty rewards in real-time.
9. Automate Recurring Payments with Loyalty Features
   • For recurring payments, set up the schedule in QBO.
   • SecureQBPlugin.com automatically generates and sends enhanced RfPs at the designated intervals.
   • Payments and rewards are processed and reconciled in real-time, reducing manual intervention.

Example Workflow for Enhanced RfP

One-Time Payment with Loyalty Features

1. Invoice Creation:
   • Generate a one-time invoice in QBO, including loyalty features (points, discounts, bonuses, cash-back).
2. Enhanced RfP Generation:
   • Use SecureQBPlugin.com to generate an RfP formatted in ISO 20022, incorporating loyalty features.
3. RfP Sending:
   • Send the enhanced RfP to the payer’s bank dashboard or the payee’s payment page.
4. Payer Approval:
   • The payer reviews and approves the enhanced RfP, seeing the immediate loyalty benefits.
5. Instant Payment and Rewards:
   • Payment is processed instantly, loyalty rewards are allocated, and the invoice status in QuickBooks is updated to 'Paid'.
6. Reconciliation:
   • Payment and loyalty reward details are automatically reconciled in QuickBooks.

Recurring Payment with Loyalty Features

1. Recurring Invoice Setup:
   • Set up a recurring invoice schedule in QBO, including loyalty features.
2. Automatic Enhanced RfP Generation:
   • SecureQBPlugin.com automatically generates enhanced RfPs at each billing cycle.
3. RfP Sending:
   • Enhanced RfPs are sent to the payer’s bank dashboard or payment page at regular intervals.
4. Payer Approval:
   • The payer reviews and approves each enhanced RfP, seeing the loyalty benefits.
5. Instant Payment and Rewards:
   • Payments are processed instantly each time, loyalty rewards are allocated, and invoice statuses are updated in QuickBooks.
6. Reconciliation:
   • Each payment and loyalty reward is reconciled in QuickBooks with detailed remittance information.

Benefits of Enhanced RfP Integration

1. Customer Engagement:
   • Enhances customer engagement by providing immediate rewards such as points, discounts, bonuses, and cash-back.
2. Increased Loyalty:
   • Encourages repeat business and customer loyalty through a rewarding payment experience.
3. Efficiency:
   • Streamlines payment processing and loyalty reward allocation in real-time.
4. Improved Cash Flow:
   • Accelerates cash flow with instant payments while providing added value to customers.
5. Security:
   • Ensures secure transactions with ISO 20022 messaging and real-time payment networks.
6. Automation:
   • Automates invoicing, payment processing, and loyalty reward allocation, reducing manual tasks.

By integrating Real-Time Request for Payments (RfP) with enhanced loyalty features using SecureQBPlugin.com and QuickBooks Online, businesses can create a more engaging and rewarding payment experience for their customers, driving increased loyalty and efficiency.

Call us, the .csv, text messaging and or .xml Request for Payment (RfP) file you need while on your 1st phone call! We guarantee our reports work to your Bank and Credit Union. We were years ahead of competitors recognizing the benefits of RequestForPayment.com. We are not a Bank. Our function as a role as an "Accounting System" in Open Banking with Real-Time Payments to work with Billers to create the Request for Payment to upload the Biller's Bank online platform. U.S. Companies need help to learn the RfP message delivering their bank. Today Payments' ISO 20022 Payment Initiation (PAIN .013) show how to implement Create Real-Time Payments Request for Payment File up front delivering message from the Creditor (Payee) to it's bank. Most banks (FIs) will deliver the message Import and Batch files for their company depositors for both FedNow and Real-Time Payments (RtP). Once uploaded correctly, the Creditor's (Payee's) bank continuing through a "Payment Hub", will be the RtP Hub will be The Clearing House, with messaging to the Debtor's (Payer's) bank.

Our in-house QuickBooks payments experts are standing ready to help you make an informed decision to move your company's payment processing forward.

 1) Free ISO 20022 Request for Payment File Formats, for FedNow and Real-Time Payments (The Clearing House) .pdf for you manually create "Mandatory" (Mandatory data for completed file) fields, start at page 4, with "yellow" highlighting. $0.0 + No Support

2) We create .csv or .xml formatting using your Bank or Credit Union. Using your invoice information database to create an existing Accounts Receivable file, we CLEAN, FORMAT to FEDNOW or Real-Time Payments into CSV or XML. Create Multiple Templates. You can upload or "key data" into our software for File Creation of "Mandatory" general file. Use either the Routing Number and Account Number for your Customers or use "Alias" name via Mobile Cell Phone and / or Email address.

Fees = $57 monthly, including Activation, Support Fees and Batch Fee, Monthly Fee, User Fee. We add your URI for each separate Payer transaction for additional Payment Methods on "Hosted Payment Page" (Request for file with an HTML link per transaction to "Hosted Payment Page" with ancillary payment methods of FedNow, RTP, ACH, Cards and many more!) + $.03 per Transaction + 1% percentage on gross dollar file,

3) Add integrating QuickBooks Online "QBO" using FedNow Real-time Payment using our Real-Time Rewards system.

Fees Above 2) plus $29 monthly additional QuickBooks Online "QBO" formatting, and "Hosted Payment Page" and WYSIWYG

4) Above 3) plus Create "Total" (over 600 Mandatory, Conditional & Optional fields of all ISO 20022 Pain .013) Price on quote.