Quick Bill

Help clients pay quickly and easily, with just a click. Quick Bill lets you send a payment request for a specific, pre-filled dollar amount. Your client receives a link to a secure portal, where they can view and pay their Quick Bills. You can manage and track sent, viewed, and paid Quick Bills right from your CPACharge account.

Streamline payments—for you and your clients

Simplicity

Request payment in one easy step, and let clients pay with just a few clicks.


Customized Experience

Provide a custom payment portal to take your client payment experience to the next level.


Traceability

Monitor which Quick Bills are sent, viewed, or paid, and follow up with clients, if needed.

How It Works

Getting paid has never been easier

Quick Bill is one of the easiest ways to request client payment. This robust tool lets you track and manage bills and payments in a single place, and gives clients a professional, customized payment experience.

Send and track Quick Bills

Use the Quick Bill tab in your CPACharge account to send new Quick Bills and view the status of all those you’ve sent. Easily see which have been paid or viewed, or are still awaiting payment, and follow up with clients who have outstanding bills.

Customize the payment experience

With Quick Bill, each client is sent to a personalized payment portal, where they can see all their outstanding Quick Bills and pay one or more at a time.

Use data for forecasting

Track client payment trends—like whether they paid online, in-office, or with cash—and use your data to better forecast future payment behavior and cash flow.


Explore more CPACharge features

From multiple easy ways to get paid, to reporting and reconciliation features, and top-notch data security—we've got you covered.


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