Coastal Southern California business backdrop
Business team working around payments
Concierge support and payment reporting
Point of sale payment experience
InstaPAY ERP

Keep More of Your Profits

All-In-One Payment Processing Solutions

We specialize in optimized electronic payment processing, pricing & solutions, supported by our foundation of concierge customer service.

Request a statement review See how it works
Sage 300 / Accpac Level 2 / 3 optimization Concierge support
Business owner working by the oceanSage CRM payments
Business owner and specialist reviewing a dashboardSage 300 dashboard
Business owner on the phone with payment metricsConcierge support
Customer paying with a point of sale terminalPoint-of-sale
Gross sales$68,124.75+16.4% vs last month
Net payout$56,789.322 accounts paid out
Sage CRM payments
In-Sage transactionsAuthorize, capture, void and refund
E-check / ACHBank debits for larger invoices
Recurring billingScheduled charges against stored tokens
Payment statusApproved · Visa ending 4242
Concierge support

Your client isn't a ticket number.

A named contact who knows the account, for you and for the merchant. Escalation doesn't mean starting over with a call center.

Concierge customer support
Concierge service is the operating principle.
Customer service
Sage 300 payment implementation
Built for the people who implement Sage.
Sage partners
Business owner reviewing payment activity
Everything you need. Every transaction. All in one.
InstaPAY ERP
Credit and debit card payment
Concierge service is the operating principle.
Customer service
Built for the people who implement Sage.
Sage partners
Everything you need. Every transaction. All in one.
InstaPAY ERP
Phone support
Collaborative onboarding
Point of sale checkout
Business visibility anywhere
Order EntryAuthorize on the order, capture on ship
Accounts ReceivableCharge an invoice, auto-apply the receipt
Sage CRMTake payment without leaving the record
01 · Concierge support

Your client isn't a ticket number.

A named contact who knows the account, for you and for the merchant. Escalation doesn't mean starting over with a call center.

Concierge support1.866.744.7005
02 · Order Entry

Take the payment in Sage.

Authorize a card against the sales order, capture on shipment, and let the receipt apply itself to the invoice. No second system, no re-keyed card numbers.

Order EntryAccounts ReceivableSage CRM
03 · In-Sage transactions

Charge from the document you're already on.

Card or e-check against the sales order, the AR invoice, or the CRM record. Level 2 and 3 fields pulled from the document.

Credit & debit cardsE-check / ACHLevel 2 & 3
04 · Settlement

Settlement posts back to AR.

Batches settle and the receipts land against the right invoices, so reconciliation isn't a month-end archaeology project.

Recurring billingTokenized vault
Point-of-Sale

Every Transaction Counts, the proofs in the profit.

Gateway and merchant account, delivered as one integration. Bought together, supported together, instead of a gateway from one vendor, a merchant account from another, and an integration nobody owns.

01
Credit & debit cardsCard-not-present, keyed or tokenized.
02
E-check / ACHBank debits for larger invoices.
03
Recurring billingScheduled charges against stored tokens.
InstaPAY interactive payment terminal
In-Sage transactionsAuthorize, capture, void and refund
Tokenized vaultCard data held in the gateway, not the ERP
Accounts ReceivableCharge an invoice, auto-apply the receipt
Level 2 & 3 dataFields pulled from the document itself
Statement review

Keep More of Your Profits.

Send us last month's statement and we'll show you where the savings are, what the workflow improves, and how integrated processing can clean up reconciliation.

Send a statement Contact sales
Payment PagesHosted checkout
Point-of-SaleCard present
RecurringSaved payment methods
InvoicingSend and collect
Virtual TerminalKeyed transactions
InstaPAY ERP dashboard · Sage 300
$68,124.75Total sales this month with faster reconciliation and integrated payment status.
Payment mix
InstaPAY
1234 · 5678 · 9012
Business card
Flowing experience

Keep the story moving after the statement review.

Square and Clover keep the path alive. This section does the same: different offers, different visuals, and motion that keeps pulling the eye forward without turning the site into noise.

Overview dashboardGross sales, transactions, customers, and net payout on one screen.
Recent transactionsApproved payments and activity that feels live, not static.
Business insightsChargeback rate, channel mix, payout summary, and trend lines.
InstaPAY dashboard overview
ReportingInsights & trends
PayoutsVisibility without reconciliation guesswork
CustomersTransaction history in one place
Beachside workflowRemote visibility, mobile access, and a more modern feel for business owners.
Floating metricsSales, payouts, processing and transaction cards with ambient motion.
Unified systemHardware, gateway, and reporting still tied back to Sage.
Coastal workspace with floating dashboards
Mobile friendlyClean on smaller screens too
Cloud feelModern, fluid, visually active
Merchant viewData that feels accessible
Holographic reviewShow implementation, support, and analytics with a more cinematic treatment.
Checkout momentsBring in point-of-sale and customer payment interactions.
Support layerKeep the human piece visible even as the visuals get more dynamic.
Holographic fintech dashboard review
SupportHuman help stays on-screen
POSCard present and virtual terminal
ImplementationBuilt for Sage partners
InstaPAY ERP

Payments belong in the screen where the order lives.

InstaPAY ERP pairs a payment gateway with merchant account services, so a card, e-check, or recurring charge is authorized from inside Sage rather than a separate terminal and a spreadsheet reconciliation later.

OE
Order Entry

In-Sage transactions

Authorize, capture, void, and refund from Order Entry and Accounts Receivable.

AR
Accounts Receivable

Take the payment in Sage.

Authorize a card against the sales order, capture on shipment, and let the receipt apply itself to the invoice. No second system, no re-keyed card numbers.

CRM
Sage CRM

Sage CRM payments

Take payment on the quote or case without leaving the CRM screen.

ACH
Bank payments

E-check / ACH

Bank debits for customers who shouldn't be paying you by card.

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Recurring

Recurring billing

Scheduled charges against a stored token, posted back to AR each cycle.

L3
Optimization

Level 2 & 3 data

Pass the extra fields corporate and purchasing cards need to qualify for lower interchange.

Statement review

Send us last month's statement.

We'll read it line by line and show you what integrating payments into Sage 300 would change: rate, workflow, and reconciliation.

Send your statementsCall 1.866.744.7005