How it works
One way, on purpose: it reads the invoice and posts the payment.
SwitchKeep Pay sits beside your software in Chrome. Nothing else in your software changes, and if you stop using it, your software is exactly as you left it.
The three steps
Open the invoice
It reads the customer, the invoice number and the balance due.
Take the payment
Card details go into your processor's secure fields and straight to your merchant account.
It's marked paid
The payment is recorded on that invoice. If it can't be, the portal flags it for you.
What it reads
The customer, the invoice number and the balance due.
What it writes back
One payment, on that invoice.
What it leaves alone
Your customers, prices, items and every other invoice. Refunds and voids are flagged for you to adjust.
Try it
Take a pretend payment, right here.
FieldDesk is a made-up invoicing app. The Pay button and the payment window on it are SwitchKeep's own code in demo mode: nothing is charged, and nothing leaves your browser. Open the demo on its own page
The demo loads here. It needs JavaScript.
Ways to get paid
Every way your customers pay an invoice, from the invoice.
A payment terminal in Chrome: no card reader, no developer and nothing for your software company to approve. Charge any amount, with or without an invoice.
Cards
Key in a card
Take a card over the phone or at the counter, for the full balance or part of it.
Bank payments
ACH for the big invoices
Usually a few dollars a payment instead of a percentage. Recorded on the invoice once it settles.
Pay links
Email a link, get paid online
Customers pay from your branded pay page. Unpaid links get a reminder after 3, 7 and 14 days.
On file
Saved cards, plans and recurring charges
Installments and service agreements, each with the customer's consent on record.
Merchant portal
Books that match
Payments, deposits and the fees behind each one, a nightly check against your processor and an export for your bookkeeper.
Security
Card numbers never enter your software
Cards go into your processor's secure fields. Our server re-checks every amount, and retries never charge twice. Security and trust
Does it work with mine?
Built for any software you invoice from in a browser.
If you sign in to it on a website and send invoices from it, SwitchKeep is built for it. Here's where yours stands. Type its name to check
Works today
Connected and in use
Install the extension once your account is set up, open an invoice, and the Pay button is there.
Not connected yet
We connect it before you switch
Usually before your account is approved. We build the connection from one test payment in your account and check it before anything changes.
Desktop software
Not supported yet
Software installed on a computer rather than used in a browser isn't supported yet. Tell us what you use anyway.
Built for your trade: how it works for HVAC, plumbing, roofing, cleaning and more
See it on your own invoices.
Tell us your software and your processor. We'll reply with whether SwitchKeep fits and what your switch would look like.