Saving time starts with the smallest tasks—like setting up Payments. That's why we have partnered with a payment processing expert and built the merchant onboarding process directly into Canopy. Now, your firm can complete the application quickly and easily without ever leaving the platform. 

Once you’ve invoiced your clients, it’s time to get paid (insert “raining money” gif here). Whether you need to take payments on a one-time basis or automate them, Canopy can do what works for you.

• One-time payments
• Refund payments
• Partial payments
• Scheduled payments
• Recurring payments

Canopy Payments takes all major card types—VISA, MasterCard, American Express (AmEx), Discover. We offer rates as low as 2.95% + $0.20/per transaction based on annual volume.

Canopy offers low-cost ACH bank transfers for 1% per transaction with a $10 cap. If your firm or clients prefer not to deal with the limitations that come with credit cards like expirations dates or higher fees, look no further than Canopy ACH bank transfers for a simple, cost-effective alternative. 

Make it easier for clients to pay, and more importantly for your firm to get paid, by saving payment methods in the Client Portal. Clients can easily add, manage, and update bank accounts or card payments. Clients can easily see their balance due and pay directly from our Client Portal on their browser or app, or share their payment methods with your firm so you can run it on their behalf. 

Keep an eye on your payment data — view it aggregated for all clients or drill down by individual clients.

• Graph of payments collected, customizable by date
• Chart of payment methods, customizable by date
• List of all payments received hyperlinked to the client record where you can access a complete list of payments for just that client (and view if that client is linked with QBO from the payments report)
• Upcoming and recurring payments, deposits, and refunds

Give your clients a simple way to pay with the Canopy Client Portal app. Your clients can view and manage all of their billing-related data so they can:

• View outstanding balances and invoices
• Pay invoices
• Add, save, and manage their payment methods (including giving nicknames to and designating preferred payment methods)
• View their payment history

Offer card payment options to your clients without taking on the financial burden to your firm. Pass on credit card fees to your clients with surcharging.

Quick Pay streamlines invoice payments by allowing clients to pay directly through a secure link in their email, bypassing the need to log into the Client Portal. It introduces a "Pay now" button in invoice emails for effortless payments. Don’t worry, clients can still access their Client Portal for partial payments or to use saved payment methods. Available with a Time & Billing license, Quick Pay requires signing up for Canopy Payments for faster, secure transactions without extra signup fees.