Payment Automation | Automated Billing & Payment Workflows | SOTpay
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SOTpay payment automation

Payment Automation

Automate payment requests, recurring billing, and collection workflows.

SOTpay payment automation helps businesses reduce manual processes, improve payment success, and streamline cash flow.

AutoPay automated IVR self-service payments

AutoPay

Automated IVR self-service payments

AutoPay enables customers to complete secure payments through an automated IVR system. This removes the need for agent involvement while supporting high-volume payment environments.

Learn about AutoPay
CardSafe AutoPay secure card-on-file automation

CardSafe AutoPay

Secure card-on-file automation

CardSafe AutoPay tokenises customer card details for future automated payments. Returning customers can be charged securely without re-entering payment details.

Learn about CardSafe AutoPay
AutoTender Sync triggered payment automation

AutoTender Sync

Triggered payment automation

AutoTender Sync sends automated payment requests following quotes, proposals, or approvals. Customers receive secure payment links at the right time, improving conversion rates.

Learn about AutoTender Sync
LedgerFlow workflow-based payment automation

LedgerFlow

Workflow-based payment automation

LedgerFlow automates payment processing and reconciliation workflows. This reduces manual admin and improves operational efficiency across payment processes.

Learn about LedgerFlow
AutoPayX system-integrated payment automation

AutoPayX

System-integrated payment automation

AutoPayX integrates payment automation into CRM and PMS systems. Payments can be triggered automatically based on business workflows and customer activity.

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AutoFlow automated real-time payment scheduling

AutoFlow (RTA)

Automated real-time phone payment scheduling

AutoFlow enables businesses to automate payment requests. This helps users to streamline their collection workflows, improve payment success rates, and reduce manual follow-up processes.

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SwiftLoad bulk virtual payment processing

SwiftLoad

Bulk virtual payment processing

SwiftLoad enables businesses to upload payment data in bulk using CSV import. This allows teams to process multiple payment requests efficiently through the virtual terminal, reducing manual input and improving operational efficiency.

Learn about SwiftLoad
SOTsync Pro integrated accountancy reconciliation

SOTsync Pro

Integrated accountancy reconciliation

SOTsync Pro connects virtual terminal payments directly with accounting platforms including Xero, Sage, and QuickBooks. This provides time-saving automated reconciliation, real-time tracking, and improved financial visibility for the business.

Learn about SOTsync Pro

Why Payment Automation Matters

Manual payment processes create delays, increase admin workload, and reduce payment success rates. Payment automation allows businesses to trigger payment requests, manage recurring billing, and streamline collections without manual intervention.

This improves cash flow, reduces operational overhead, and provides a more consistent payment experience.

Automation works best when it is tied to the invoices you already raise, which is why SOTpay integrates with finance platforms including iplicit, Xero and QuickBooks.

How Payment Automation Works

  • Payment trigger configured
  • System generates payment request
  • Customer receives automated notification
  • Customer completes payment securely
  • Transaction processed automatically
  • Confirmation and reporting recorded

Benefits

Automate your payment workflows

See how SOTpay payment automation helps businesses streamline collections and improve payment performance.

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