Plastiq Summer Release

The Plastiq summer update brings you more  control with more ways to manage payments on the go. Spend less time processing payments and more time chasing summertime fun.

Easy Breezy Workflow Efficiency

The Plastiq team is busy building greater efficiency into your A/P workflow to save you time managing payments and bills so you can have more control. 

Accounting Software Integration
Accounting Software Integration

 
Plastiq is now integrated with QuickBooks Online, Xero, Sage Intacct and Netsuite for automatic import of vendors, bills, and automatic reconciliation of Plastiq transactions.

To sync your accounting software, get step by step instructions learn more

Multiple Bulk ACH Payments
ACH Method Now Available in Multi-Payment Flow

Up to now, our multiple payment workflow only supported card payments. Now you can make free ACH bank payments through the multiple payment workflow. Enter up to 15 payments at once on the multiple payments screen. It's a lot faster than entering one payment at a time, so try it today.

learn more

Payment Export Filter
Transaction Export Filter

 
You can now export your Plastiq payment reports by specific payment transactions and filter with or without Plastiq fee. Upload to your ERP for easy reconciliation. Or, share with your suppliers to show proof of payment.

learn more

Enhanced Roles & Permissions
New Roles & Permissions Coming Late July

We’re adding a new role to team permissions management to give you more flexibility. Roles will include Admin, A/P manager, and A/P contributor.

Cancel Unsent Payments
Cancel Unsent Payment

You can now cancel payments even after funds have settled but before the payment is disbursed to your vendor.

Dashboard Payment Approvals
Approve Payments Right from Dashboard

 
The dashboard gives you a view into cash flow with a snapshot of all account balances in bank accounts and cards, plus a preview of outgoing A/P.  You can now approve payments from within the dashboard with a simple click to view and approve. Available early July.

New in the Plastiq Mobile App

Payment Approvals
Payment approvals

 
Spending a day at the beach? You can now approve payments on the go right from the mobile app. Don’t worry about being next to a computer to get important payments out.

Payment Methods
Payment Method List

Quickly confirm configured card and cash payment methods; directly initiate a payment from their details.

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Password Reset
In-app Password Reset

Now you can initiate a password reset right from the app. Reset account credentials in a snap.

Download the app today!

Paying Vendors North of the Border?

Paying Vendors in Canada
New Currency Settlement Options on Payments to Canadian Vendors

 
US payers sending payments to Canada now have the option for funds to settle in US currency or Canadian dollars.

Greater A/R Automation with Plastiq Accept

Custom Forms
Custom Forms

 
With Plastiq Accept, you get paid faster with zero credit card processing fees. You can now offer up a more flexible payment experience on your unique Plastiq pay page with Custom Forms. Custom Forms enables you to add important customer fields to your Plastiq Accept pay page, such as a customer ID. You have the option to make the fields optional or required.

Custom Forms
Ready to Accept Cards with Zero Merchant Fees?

 

Contact accept@plastiq.com to apply for Plastiq Accept. Your customers can pay you from any touch point - your web site, checkout experience, over the phone, or face to face with QR code scan. All for absolutely no cost to you. learn more

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“With Plastiq, I don’t have to pay my Facebook advertising bill for January until April, freeing up cash flow and making my business run smoother.”

Jason Rappaport, Universal Standard

 

read the case study

Thank you for exploring what's new in the Plastiq summer release.  To share feedback on our  newest features, please drop us a line at feedback@plastiq.com

For help contact service@plastiq.com or visit the help center.

To speak with one of our experts on working capital  and payments automation contact sales@plastiq.com.