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- Klipboard Money for Payments
Klipboard Money: Payments That Work Inside Your System, Not Alongside It
ERP Integrated Payments for Trade-Focused Businesses.
Klipboard Money connects every way you take payments – at the counter, on invoices, online, on-site, or on hire – directly into your operational workflows.
While other payment providers simply process transactions, Klipboard Money links payments directly to how your business actually runs.
Our Customers
One connected view of your payments
Connecting payments directly to your business reduces admin, helps you get paid faster and gives you one clear, accurate view of your money.
No disconnected systems. No manual reconciliation. No customer friction. Just one integrated payment platform that supports how you get paid today and helps your business grow more efficiently tomorrow.
See how you can integrate your payments within your business management system.
- Take Payments Anywhere
- Automate Reconciliation & Reduce Admin
- Support Real-World Payment Scenarios
- Clear, Predictable Costs
- Compliant Surcharging
Take Payments Anywhere
Accept payments wherever your customers prefer to pay
Klipboard Money supports the full range of payment channels modern businesses rely on. Whether customers pay in person, remotely or online, transactions flow directly into your system.
- Counter and POS payments.
- Pay-by-link and QR code invoices.
- Online and eCommerce payments.
- Mobile and remote payments.
- Deposits, prepayments and extensions.
Every payment drops straight into your system, matched automatically, reconciled instantly and ready to report on.
Automate Reconciliation & Reduce Admin
Eliminate manual reconciliation and payment matching
Payments shouldn’t create extra work for finance or operations teams.
Klipboard Money helps automate reconciliation and supports accounts receivable automation, reducing manual payment matching and simplifying how finance teams manage incoming payments:
- No manual reconciliation or re-keying.
- Payments matched to invoices and accounts.
- Fewer discrepancies and delays.
- Faster financial visibility.
- Built-in PCI-DSS compliance and secure tokenisation help reduce fraud and security risk without adding operational overhead.
Your team spends less time chasing money, and more time serving customers.
Support Real-World Payment Scenarios
Handle complex payment situations without extra work
Klipboard Money is designed to handle real-world payment situations that businesses expect from modern B2B payments software:
- Invoice payments: Add secure pay-by-link and QR codes to invoices, making it faster and easier for customers to pay while accelerating cash collection.
- Deposits and prepayments: Secure rentals, work, or orders upfront to reduce no-shows, protect revenue and commit customers earlier in the process.
- Repeat billing: Securely store customer payment details using tokenisation, enabling fast repeat payments without re-entering or handling sensitive card data.
- In-person payments: Take fast, reliable counter and POS payments that post directly into your system, reducing errors and manual work.
- Online payments: Accept payments through online and eCommerce channels, allowing customers to place and pay for orders anytime - even outside business hours.
- Rental extensions and additional charges: Take payment quickly for extended hire periods, damages or extras – without chasing customers or re-keying details.
All delivered through the same consistent experience for your team and your customers.
Clear, Predictable Costs
Transparent pricing designed for real business operations
Payments should be commercially transparent.
Klipboard Money uses clear, easy-to-understand pricing with no hidden platform fees or unexpected charges:
No surprise costs or add-on fees.
Clear transaction and service pricing.
One provider, one commercial model.
Predictable costs as you scale.
No hidden fees. No surprises.
Compliant Surcharging
Recover credit card fees while staying fully compliant
Credit card processing fees can quietly erode margins, especially for businesses processing high volumes of transactions. In the US, many companies choose to pass these costs on through surcharging, but doing so incorrectly can expose businesses to significant regulatory penalties.
Klipboard Money includes a fully compliant surcharging solution, allowing businesses to recover credit card processing costs safely while remaining aligned with complex state and federal regulations.
The system automatically identifies the card type in real time and applies the appropriate surcharge only when allowed. Debit cards are excluded automatically, ensuring compliance while protecting customer trust.
By embedding compliant surcharging directly into the payment workflow, Klipboard Money helps businesses reduce payment costs, protect against regulatory risk and retain the flexibility to offer customers convenient credit card payment options.
Built for How Businesses Get Paid
Klipboard Money supports the payment behaviors and operational realities of trade-focused businesses.
- Payment links and QR codes on invoices for faster settlement.
- Deposits and prepayments to secure work and reduce no-shows.
- Fast in-store and counter payments.
- Online and portal payments available 24/7.
- Repeat billing with securely stored payment details.
- One platform for managing every transaction
Integrates seamlessly with:
Why Businesses Choose Klipboard Money
- Faster payments and improved cash flow.
- Less admin and fewer manual processes.
- Fewer errors and discrepancies.
- A smoother customer payment experience.
- Payments fully connected to your business systems.
Klipboard Money supports real payment challenges across distribution, rental, automotive, field service, retail and hybrid operations.
Customer Success Stories
Klipboard Money is faster, safer, better for the customer and the whole thing was live in under 15 minutes – and I only have to deal with one payment provider. It’s so simple – even simpler than I was expecting.
Neil Davies
Managing Director of Davies Crane Hire.
Integrating Klipboard Money has started to streamline how we manage payments with our business clients, offering a more convenient and professional experience.
- Powerhouse Production Services
The system is perfect. It’s so easy and it’s great it’s all inside Autopart. We have one place to go, one tool to use.
- Clarkins Car Accessories
Integrating Klipboard Money has given us 100% accuracy and 50% time savings. Pay-by-link is really handy for our customers; it’s simple, secure and saves us transaction fees and monthly compliance costs. For a building materials supplier, it’s ...
- Atlas Building Plastics
One Platform. One View.
Unlike standalone payment providers, Klipboard Money is supported by the same team that supports your Klipboard software.
This means:
- A single point of contact.
- Payments and software managed together.
- Consistent service and expertise.
- One integrated platform, backed by one team.
Everything works together, including the people behind it.
Want to find out more about Klipboard Money?
Your payments should work as hard as your people do. Klipboard Money helps you take payments faster, operate smarter and grow with confidence – all from one connected platform.
Think your payment costs end at the transaction fee?
Discover the hidden fees, risks and inefficiencies that could be quietly eating into your margins, and what you can do about them.
Speak to an expert today
Talk to one of our experts to find out how our Payment solutions can help your business.
Frequently Asked Questions
What is Klipboard Money?
Klipboard Money is Klipboard’s ERP integrated payments platform. It connects payment processing directly to the systems you already use to run your business , helping you get paid faster, reduce admin and maintain accurate financial records.
What types of payments does Klipboard Money support?
Integrated payments link payment processing directly to your ERP or business management system. This ensures payments, invoices, customers and accounts stay synchronised automatically, eliminating manual reconciliation and reducing errors.
How does invoice payment software work?
Invoice payment software embeds secure payment options, such as pay-by-link and QR codes, directly into invoices. Customers can pay instantly, while payments automatically reconcile against accounts and transactions.
What types of payments does Klipboard Money support?
Klipboard Money supports more than 50 modern payment methods, including in-person credit and debit card payments, invoice pay-by-link, online payments, mobile payments and digital wallets (Apple Pay and Google Pay).
Does Klipboard Money support card-on-file payments?
Yes. Klipboard Money includes secure tokenisation technology, allowing you to safely store customer card details. This enables fast repeat payments, deposits and recurring charges without asking customers to re-enter their details.
How many currencies does Klipboard Money support?
Klipboard Money supports more than 100 currencies, allowing you to accept and process payments around the world and settle funds in your preferred currency.
Does Klipboard Money integrate with my Klipboard system?
Yes. Klipboard Money is natively embedded within Klipboard products, so payments, invoices, customers and accounts remain fully connected without third-party connectors.
Is Klipboard Money secure?
Yes. It is designed to meet PCI-DSS compliance standards and includes strong security controls to protect your business and customers.
How does Klipboard Money protect me from phone or online fraud?
Klipboard Money uses 3D Secure (3DS) authentication for card-not-present transactions, such as phone and online payments. This helps verify customer identity and protects your business against fraud and chargebacks.
Can it support growing businesses?
Absolutely. Klipboard Money is cloud-based and scalable, supporting new locations, users and payment channels as your business grows.