Tag: sage

Fortis Strengthens Collaboration with Sage Through New Features with Sage Intacct

Posted on by fortis2025

Fortis introduces new recurring payments and client sync capabilities, enhancing payment processing and streamlining operations for customers.

PLANO, Texas, August 27, 2024 /PRNewswire/ – Fortis, a payments technology leader for software providers, ERP customers, and scaling businesses, today announced new developments in their ongoing partnership with Sage, the leader in accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), through new features with Sage Intacct that will enhance payment processing for customers. These features will simplify payment processes and streamline back-office activities, enabling clients to get paid faster and more efficiently.

“Fortis’ in-depth expertise in the ERP industry empowers Sage Intacct users to better manage their cash flow and optimize their operations. By introducing features like recurring payments and customer sync, we enable Intacct users to streamline their back-office processes, allowing them to focus more on driving their business forward,” said Chip Mahan, Global Commercial Head of Fintech at Sage.

New Features Enhance Efficiency and Accuracy

  • Multi Pay – Allows merchants to pull up a customer file and manually process payment for multiple invoices at once. This streamlines the management of invoices, ensuring consistency in billing, providing a more efficient workflow.
  • AutoPay – Customers can make payments with the click of a button. This adds another layer of convenience, enabling users to track which customers have set up payments. Businesses will have greater confidence in cash flow management due to better financial planning and reduced risk of missed payments.
  • Recurring Payments – This feature allows users to add new recurring payments and view existing recurring transactions, syncing these transactions with the Fortis Platform. This simplifies the management of recurring payments, ensuring automatic, fixed, timely payments, improving cash flow and offering predictable financial forecasting.
  • Customer Sync -Facilitates the synchronization of customer data between Fortis and Intacct. Any changes made in Intacct (or Fortis) are automatically updated in the bi-directional connection, ensuring accuracy and efficiency in customer management.
  • Transaction Sync -Provides comprehensive tracking of transactions between Intacct and the Fortis Platform. With detailed transaction data and status updates, users can enjoy enhanced transparency and troubleshooting capabilities, making it easier to identify and resolve any issues.

“The B2B market is in the early stages of digitization—not just the evolution of cloud ERP software. Sellers can now leverage the Fortis embedded commerce experience to improve sales and receivables in Sage Intacct, all while creating amazing buyer interactions,” said Greg Cohen, Fortis CEO.

Fortis stands out as a Sage Recommended Solution and leader in embedded ERP payments, consistently delivering innovative solutions that simplify merchants’ payment processes and expedite their payments. These new features underscore Fortis’ commitment to integrating the latest payment technology with industry-leading expertise to enhance the Sage Intacct solution and offer greater value to customers. To learn more or schedule a demo, visit B2B Integrations Team Bookings.

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Press Contact

Oliver Stephenson
Oliver.Stephenson@fortispay.com

About Fortis

Fortis is the leader in embedded payments for software providers, processing billions of dollars annually by delivering comprehensive payment solutions and commerce enablement to software partners and developers. The company’s mission is to forge a holistic commerce experience, guiding businesses to reach uncharted growth and scale. As the solution of choice for the future of payments, Fortis moves commerce closer to invisible with a proprietary platform that supports and strengthens the commerce and payments capabilities of software partners. For more information, visit fortispay.com.

Five Red Flags to Consider When Looking for a Sage 50 Payments Solution 

Posted on by fortis2025

Running a business is all about efficiency. Sage 50 software allows businesses to streamline their accounting processes, capture more revenue, and remain compliant. A Sage 50 payment integration should be just as efficient and embed seamlessly into the software. The last thing you need is a payments solution that creates headaches instead of streamlining your workflow. 

That’s why it’s important to investigate each payment processing solution thoroughly. The integration you plug into your system should improve cash flow, automate manual processes, and ensure secure data compliance. 

But, as you know, not all payment solutions are created equal. So, in this blog, we cover five common red flags to be wary of when considering a Sage 50 payments solution. 

Red Flag #1: Long-term contracts 

Don’t get locked in. While a long partnership is ideal, you don’t want to be stuck with an ill-fitted solution. Longer commitments make it difficult for merchants and organizations to negotiate terms and fees.  

Pay-as-you-go, no contract solutions exist, and they are often preferable.  

Red Flag #2: Non-PCI compliant solutions 

Any payment solution you use should be PCI-compliant – end of story. Sensitive customer data is involved when accepting payments, and you don’t want to leave yourself open to liabilities. Even more, non-compliance fees can drain your financial reserves, with penalties as high as $10,000 a month.   

Red Flag #3: Manual payment collection 

Your integration should never require you to chase down customer payments. Constant follow-up on unpaid customer invoices drains your time, cash, and resources. The right payment processor should have the right tools in place to combat this. 

Tools like click-to-pay invoicing embed payment links in emails and text messages to streamline payments. Other solutions like autopay create automated follow-ups and recurring payment options.  

Red Flag #4: Non-customizable solutions

Payments isn’t a “one-size-fits-all” industry, and most businesses need to tweak their payment solution to match their strategy. A best-in-class payment processor should have deep, dynamic APIs that promote customization. APIs should be user-friendly, comprehensive, and have ongoing developer documentation. 

Red Flag #5: Non-certified Sage Solution

Finally, most important of all, your payment solution should be Sage certified. As a Sage 50 user, you want to ensure your payment solution has been vetted by the program itself. If a payment solution isn’t loudly proclaiming its certified status, it’s best to turn the other way.  

Transform Your Sage Payments with a Certified Solution 

With its award-winning APIs and detailed developer documentation, Fortis is a leader in Sage integrations. Being both a Plus Tier Sage Tech Partner and Sage Recommended Solution, our team of seasoned experts and developers deliver a best-in-class Sage 50 integration to streamline payment processing.  

Fortis has no red flags. Enjoy features like: 

  • Click-to-pay invoicing 
  • Level 2 and 3 data enrichment 
  • Next-day funding 
  • Acceptance of all payment types 
  • Flexible pricing options 
  • And, a dedicated ERP support team 

Discover the Fortis difference, yourself. Contact us today or check out our integration in the Sage Marketplace.  

Enhancing Payments at Sage Partner Summit 2023

Posted on by fortis2025

Last month, the Fortis team attended and contributed to the Sage Partner Summit in Las Vegas. As a Sage Recommended Solution and Sage tech partner plus, Fortis provides Sage users with a superior ERP experience. Our comprehensive and secure integrated payments solution enables businesses to customize and strengthen their payments processes.

John Badovinac, VP of B2B Channel at Fortis, hosted a session on “Time to Renovate Your Customers’ Payment Experience,” emphasizing how customizing the entire payment experience can enhance customer satisfaction and streamline operations. “Fortis provided an overview of how no other payment provider can match our award-winning technology, world-class onboarding, and decades of ERP installation experience,” said John. 

In addition to John’s session, the Fortis team answered questions and shared their B2B payments expertise at Booth #417. Our partnership and product experience leaders enabled businesses to learn more about how to fortify their payments. The Fortis team at our booth included: 

  • Miah Green, SVP of VAR Partnerships 
  • Tom Nanci, SVP of ERP Product & Experience 
  • Geoff Cox, ERP Product Director 
  • Rob Ullmann, ERP Partner Director 

Beyond our ERP expertise, we also enjoyed some fun by hosting the Top Golf game at Summit After Dark alongside Scanco, Cloud at Work, SPS Commerce, APIWORX, and Avalara. We also contributed to the Money Jar raffle, a giveaway of $1,000, and had various giveaways of our own at our booth. 

Overall, we were thrilled to attend and contribute to the Sage Partner Summit and spread the word about our award-winning API technology. 

Looking to be our next Fortis partner? Discover how we work with Sage 100, Sage 300, Sage X3, and Sage Intacct. 

Fortis Expands Strategic Partnership With Sage To Provide Superior ERP Experience With Integrated Payments

Posted on by fortis2025

Fortis Is Now Recognized as a Sage Recommended Solution, Optimizing Revenue With Flexible Payment Options 

Novi, Mich. (May 16, 2023) – Fortis, a payment and commerce technology leader for software providers, marketplaces and scaling businesses, today announced it is a new recommended payments partner of Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses.   

The comprehensive Fortis solution is now fully integrated into various Sage enterprise resource planning (ERP) systems and products, making it easier for businesses to get paid and track payments in real time. Both companies have decades of experience in the ERP ecosystem and growing B2B market. Fortis delivers a fully embedded payments and commerce experience driven by an accessible, responsive, and experienced team. 

“The partnership with Fortis helps users to manage their cash flow and spend less time in the back office sorting out payments,” said Chip Mahan, VP and Global Commercial Head of Payments & Banking at Sage. “Fortis has a deep understanding of the ERP market that enables them to build and customize solutions that have a positive impact on each customer’s business.”   

Organizations using Fortis’ payments solutions integrated within the Sage ecosystem can create a unified commerce experience in multiple channels. The software allows clients to send electronic invoices via email or text and get paid immediately. Customers of the business can even pay multiple invoices in one transaction, a feature developed specifically for the B2B market.  

In addition, businesses can accept transactions in their call center through their website directly, or via a myriad of ecommerce and ISV partners. Fortis solutions also can handle counter sales for in-person acceptance, with all transactions in any channel posting directly back to the general ledger.   

SMBs trust Sage to help them run and optimize their companies. Serving millions of customers around the world, Sage enables businesses to be more productive, resilient, and flexible. 

“Like Sage, the Fortis solutions are designed to scale with a business, so we can meet our mutual clients’ needs today and as they grow,” said Greg Cohen, CEO and chairman of Fortis. “Together, our teams will continue to innovate and develop more tools to support businesses, speed their cashflows and maximize their revenues.” 

Payments integrated within the Sage ERP platform allow company leaders to unlock a wealth of data that can be used to produce customer profiles, develop marketing campaigns, and reveal potential upsells or cross-sell opportunities.  

“The possibilities are almost endless with a powerhouse like Sage as our partner,” said Cohen. “We’re transforming commerce into a competitive advantage for the businesses we serve, and I can’t wait to see what the future holds for them.”  

Fortis creates a unified and secure commerce experience to support ERP solutions across many industries. The company and its leadership team remain committed to providing the latest in payment technology and the best in personalized service.  

Learn more about Fortis at fortispay.com. For more information about Sage, visit www.sage.com/en-us/.  

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Press Contact: 

Emily O’Brien
Next PR 
fortis@nextpr.com 

About Fortis 

Fortis is the leader in embedded payments for software providers, processing billions of dollars annually by delivering comprehensive payment solutions and commerce enablement to software partners and developers. The company’s mission is to forge a holistic commerce experience, guiding businesses to reach uncharted growth and scale. As the solution of choice for the future of payments, Fortis moves commerce closer to invisible with a proprietary platform that supports and strengthens the commerce and payments capabilities of software partners. For more information, visit fortispay.com. 

Fortis is a Sage Recommended Solution

Posted on by fortis2025

The Fortis Platform is a Sage Recommended Solution that seamlessly integrates with Sage enterprise resource planning (ERP) systems and products.  This makes it easier than ever for businesses to accept payments. As the leader in embedded payments, and a Sage tech partner plus, we are dedicated to elevating Sage solutions and providing more value to your customers. 

As a Sage Recommended Solution and Sage Tech Partner, the Fortis Platform combines the latest payment technology with industry-leading expertise to provide a unified commerce experience in multiple channels. In addition to allowing clients to send electronic invoices and get paid immediately, a customer using the Fortis Sage integration can expect: 

  • Level II and Level III Data Enrichment 
  • Flexible Pricing Options 
  • Payment Acceptance (CC, ACH & EFT) 
  • Omni-channel Capabilities 
  • Click-to-Pay/Email Invoicing 
  • Online Customer Portal 
  • Customizable Reporting 
  • Unrivaled PCI Compliance Reputation 
  • Access to Industry Experts 

Even more, our award-winning API set allows for platform customization, built to fit your specific business needs. 

If you use Sage products, consider elevating your payment experience by using the Fortis Platform. To get started with Fortis, click here.