Payments where your CRM already lives.
PayView runs card and bank payments inside the office workflow your team already knows, so a deposit, a draw, or a phone payment never means re-keying the same job into a second system.
Everything the office needs to take a payment.
Deposits, progress draws, phone payments, and recurring plans, all handled where your customer record already is.
Virtual terminal
Key in phone and mail-order payments in seconds, with no extra hardware on the desk.
Invoices for deposits and draws
Email or text a branded invoice or pay-by-link for a deposit, a progress draw, or a final.
Split across projects
Divide one transaction across jobs and cost codes, so the books line up without a spreadsheet.
Recurring and plans
Set maintenance plans and memberships on file, with retries and card updates handled for you.
Syncs back automatically
Every payment posts back to your CRM and i360, so the office and the field see the same thing.
Level 1 PCI DSS
Runs on Level 1 PCI DSS infrastructure with tokenization, so stored cards stay protected.
What the workflow actually looks like.
Not a demo script. Just an ordinary day where the payments run themselves.
Morning
Yesterday's field payments are already posted against their jobs. Nothing to key in, nothing to match up. Coffee still warm.
Midday
A customer calls with a card for their deposit: keyed into the virtual terminal in seconds. A progress draw goes out as a text link and comes back paid before lunch.
Month-end
Reporting by invoice, customer, and job number, already synced to QuickBooks. The books match without the spreadsheet ritual.
PayView in action.
A short loop of the real thing: keying a payment, sending a link, and watching it land against the job.
One record, from estimate to paid.
When payments live inside the CRM, the office stops copying numbers between systems and the field stops waiting to find out what cleared. PayView keeps the whole job in one place, from the first deposit to the last plan payment.
And the numbers side has its own home: every PayNet account also includes PayNetView, a separate reporting tool where batches, sales, and chargebacks live. More on that below.
See the gateway behind itPayNetView handles the reporting and the disputes.
A separate tool from PayView, included with every PayNet account. PayView is where payments happen. PayNetView is where the numbers land: transaction and batch reporting, sales reporting, and chargebacks you can actually respond to.
Explore PayNetViewTransaction and batch reporting
Every batch with totals, fees, and dates, exportable to CSV or PDF for the bookkeeper.
Chargeback reporting and response
See every dispute with its status and due date, review the details, and respond digitally before the deadline.
Sales reporting
Sales trends over time, so month-end and seasonal planning start from real numbers.
PayView questions, answered plainly.
Does PayView replace my CRM?
Can the office take a card over the phone?
Can one payment cover more than one job?
How do maintenance plans work?
What is the difference between PayView and PayNetView?
What about chargebacks?
See PayView on your own jobs.
Your account manager will set PayView against the way your office already works and show you where the double entry disappears. No cost, no obligation.