Payments, software integration and workflow automation

Connect your payments, software, and daily operations.

CCQ helps small and midsize businesses take payments, connect the software they already use, and automate routine administrative work.

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Invoice INV-2041Sample Co.
Account 10458
DescriptionAmount
Monthly service, September$980.00
Additional site visit$260.00
Total due$1,240.00
Payment received−$1,240.00
Balance$0.00
Paid

  1. Payment receivedBusiness payments

    Method
    Card
    Amount
    $1,240.00
    Result
    Approved

  2. Receipt sent, reminders stoppedWorkflow automation

    Receipt
    Emailed
    Reminders
    Cancelled

  3. Customer record updatedCustom software and integrations

    Last payment
    $1,240.00
    Open invoices
    0
    Balance
    $0.00

  4. Included in the daily reportReporting and visibility

    Payments today
    14
    Total
    $9,860.00
    Unmatched
    0
Illustration with sample data. One card payment closes the invoice, sends a receipt, stops the reminder schedule, updates the customer record, and appears in the day’s payment report.

Four connected areas of work

Most projects combine two or three. We start with the problem you want solved, then decide which pieces it needs.

  • Business payments

    Card and ACH payment workflows that fit how you already bill, with each payment connected to the right invoice and account.

    For example: rent notices go out with a payment link, and each payment posts to the correct unit.

  • Workflow automation

    Information entered once moves where it’s needed. Documents, reminders, and hand-offs happen on schedule instead of by memory.

    For example: a signed engagement letter creates the client file, drafts the first invoice, and assigns a follow-up task.

  • Custom software and integrations

    Web applications, customer portals, and connections between the systems you already use, including FileMaker, SQL databases, and web-based software.

    For example: a customer portal shows open invoices and statements drawn from the database your office already maintains.

  • Reporting and operational visibility

    Payments, open work, and exceptions from separate systems, combined into reports people check every day.

    For example: a morning report lists yesterday’s payments, failed charges, and invoices more than 30 days past due.

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Illustrative workflows

Examples of the kinds of processes we help businesses improve. They are illustrations, not accounts of specific client projects.

Property management

Rent that posts to the right ledger

Online rent payments are matched to the correct unit, so no one copies them from the processor into the ledger at month-end.

Involves business payments, integrations, and reporting.

  1. Tenant pays by card or ACH from a link in the rent notice
  2. Payment is matched to the unit and posted to the tenant ledger
  3. A receipt is emailed to the tenant
  4. The month-end report shows paid, partial, and outstanding units

Professional office

From engagement letter to paid invoice

Client details entered once carry through intake, billing, and payment without being typed again.

Involves workflow automation, integrations, and business payments.

  1. A signed engagement letter creates the client record
  2. Billable time is collected into a draft invoice for review
  3. The approved invoice is sent with a payment link
  4. Payment closes the invoice and updates the client balance

Service business

Job finished, invoice sent the same day

Billing starts when the work is done, not when someone gets to the paperwork.

Involves workflow automation, business payments, and reporting.

  1. The technician marks the job complete
  2. An invoice is generated from the job details and pricing
  3. The customer receives it by email with a payment link
  4. Reminders go out until it’s paid, and exceptions appear on a daily report

How a project runs

Each step is agreed with you before the next one starts.

  1. Understand the current workflow

    We map how the work happens today: the systems, the spreadsheets, the hand-offs, and where information gets re-typed or missed.

  2. Define the scope and requirements

    A written scope describes what will be built, which systems it touches, and what is out of scope.

  3. Build and test the solution

    We build against test data and test accounts, then review the working solution with you before it touches live records.

  4. Plan deployment and ongoing support

    We agree how the change rolls out, who needs training, and what support looks like after launch.

Questions about CardCapture or CardSwipeII?

Product information, availability, and documentation requests are on the Products & FileMaker page.

Go to Products & FileMaker

Tell us about the workflow you want to change.

A short description is enough. We’ll reply to discuss whether it’s a good fit and what a sensible first step would be.

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