Merchant services through True Data. Software and automation from CCQ.
Reduce payment processing costs. Simplify your daily operations.
CCQ works with True Data Merchant Services. A processing cost review shows what your business pays to accept cards, and whether a different arrangement would cost less. We also connect payments to your invoices, customer records, and reports, so less of that work is done by hand.
Account 10458
| Description | Amount |
|---|---|
| Monthly service, September | $980.00 |
| Additional site visit | $260.00 |
| Total due | $1,240.00 |
| Payment received | −$1,240.00 |
| Balance | $0.00 |
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Payment receivedBusiness payments
- Method
- Card
- Amount
- $1,240.00
- Result
- Approved
-
Receipt sent, reminders stoppedWorkflow automation
- Receipt
- Emailed
- Reminders
- Cancelled
-
Customer record updatedCustom software and integrations
- Last payment
- $1,240.00
- Open invoices
- 0
- Balance
- $0.00
-
Included in the daily reportReporting and visibility
- Payments today
- 14
- Total
- $9,860.00
- Unmatched
- 0
Two ways to start
Each is available on its own. Some businesses start with one and add the other later.
Processing cost review
A review compares what you pay to accept cards today with a proposed alternative through True Data Merchant Services, based on your actual transaction activity.
- Transaction charges and monthly fees
- Gateway and equipment costs
- Contract terms, including early termination fees
You receive estimated monthly and annual figures, with any one-time costs of switching shown separately. Whether to switch is your decision.
Automation and integration
We connect payments to the invoices, customer records, and reports your business already uses, and automate routine administrative steps.
- Payments posted to the right invoice and account
- Receipts, reminders, and documents sent on schedule
- Reports that combine payments and open work
Each project is scoped around the process you want to change, before any build begins.
CCQ and True Data Merchant Services
CCQ works with True Data Merchant Services. Merchant services are provided through True Data, not by CCQ. Software, integration, and automation work is provided by CCQ.
Provided through True Data
- Merchant accounts
- Card payment processing
- Pricing comparisons for processing cost reviews
Provided by CCQ
- Referring businesses to True Data for a processing cost review
- Connecting payments to invoices, customer records, and reports
- Workflow automation and custom software
- FileMaker integration
A processing cost review compares your current costs with a proposed alternative through True Data. It doesn’t commit you to a software project, and a software project doesn’t require a review.
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.
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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.
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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.
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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.
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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.
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.
- Tenant pays by card or ACH from a link in the rent notice
- Payment is matched to the unit and posted to the tenant ledger
- A receipt is emailed to the tenant
- 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.
- A signed engagement letter creates the client record
- Billable time is collected into a draft invoice for review
- The approved invoice is sent with a payment link
- 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.
- The technician marks the job complete
- An invoice is generated from the job details and pricing
- The customer receives it by email with a payment link
- 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.
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.
Define the scope and requirements
A written scope describes what will be built, which systems it touches, and what is out of scope.
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.
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 & FileMakerStart with whichever matters more right now.
Ask for a processing cost review, or tell us about the administrative work you’d like to reduce. A short message is enough, and we’ll reply by email.