Finance Management demo

Welcome Back, Nadia Brennan

Business Bank Account $0 Pending Balance: $0

Pay Bill Vendor Pay

Recent Funding

$8,215.40

$1,460.75

$4,328.90

$25,190.00

$510.00

$45.00

$0.00

Transaction Activity

Jan 25DecIncomingOutgoing

Total$0

Outgoing$0

Pending Receivables

Count0

Amount$0

Past Due$0

Balance$0

72%
Collected

CustomerCreated AtAmountActions

Acme Corp Apr 12, 2026 Paid +$4,200.00

Vertex Labs Apr 11, 2026 Paid +$1,850.00

Nova Design Apr 10, 2026 Failed +$920.00

Orbit Media Apr 10, 2026 Paid +$3,100.00

Customers List

NameOrganizationEmailTagsSubscriptionsCreated At

Anthony NicklosNC ORGANIZATIONbilling@ipaymer.comApr 12, 2026

Brianna Hassellbilling@ipaymer.comApr 9, 2026

Christopher FowlerNC ORGANIZATIONbilling@ipaymer.comApr 8, 2026

Nicole Pembertonmanagerp@billing@ipaymer.comApr 6, 2026

Cassie LewisNC ORGANIZATIONbilling@ipaymer.comApr 5, 2026

Mark RolandNC ORGANIZATIONbilling@ipaymer.comApr 3, 2026

Kara StewartNC ORGANIZATIONbilling@ipaymer.comApr 1, 2026

Bryan CollinsBruno's Restaurantbilling@ipaymer.comReservationWelcomesMar 28, 2026

AN

Anthony Nicklos NC ORGANIZATION billing@ipaymer.com (702) 555-4478

Open Customer in CRM Export Statement

Active Subscriptions$0.00

Paid Invoices$0.00

Partially Paid$0.00

Unpaid Invoices$199.00

Overdue Amount$0.00

ProfileSubscriptionsInvoicesEstimatesService JobsAddressesNotesCardsBank AccountsTransactions

Overview

NameAnthony Nicklos

Emailbilling@ipaymer.com

Phone(702) 811-4418

OrganizationNC ORGANIZATION

Fax–

CRM IDCRM-4518

Shipping Address251 Delgadillo Ave, North Las Vegas, NV 89030

Organization

OrganizationNC ORGANIZATION

Websitenc-organization.org

Contacts + Create a New Contact

Vendors List

NameOrganizationEmailPhoneBank AccountsCreated At

Priority 1ProSolutions Groupbilling@ipaymer.com404-555-9026Complete ProfileMar 22, 2026

David MerrittGoldener & Holloway LLCbilling@ipaymer.comComplete ProfileMar 20, 2026

Daniel DeeseTitle Exchangebilling@ipaymer.com404-527-0060Complete ProfileMar 18, 2026

Ken Montrosebilling@ipaymer.comMar 14, 2026

Gail Cornwell - EV Partnerbilling@ipaymer.com917-828-5133Feb 24, 2026

Cory KeelingKeystone Covingtonbilling@ipaymer.com504-905-0637Complete ProfileJan 31, 2026

Tina HelgesenPro Mazulibilling@ipaymer.comComplete ProfileJan 22, 2026

Diana VegaIndustry Nowbilling@ipaymer.com408-512-0345Dec 15, 2025

Products

NamePriceDiscount PriceCost PriceSKUTaxesStatus

California Institute of Locksmithing SmartBox Package$395.00$190.00Active

B4 Locksmith SmartBox Subscription$350.00$0.00Equipment TaxActive

Premium Support Plan$199.00$0.00Active

Toll-Free Number (Non-Standard)$990.00Active

Vendor Keys$100.00$5.00Active

Absolute All Features Full Service$450.00Active

VOIP Phone System with AI Add-On$324.99Active

Custom Package - Review 342 Website & Closer POS$289.00Active

Call Recording$5.00Active

Voicemail$3.00Active

Phone Number$1.00Active

Invoices

#CustomerStatusTagsPayment MethodAgreementsDue DateAmountAmount Paid

INV-181292Art NunleyPaidCard ending in 2525April 15, 2026$199.00$199.00

INV-008597Diana ColthurstPaidCard ending in 9124April 12, 2026$89.00$89.00

INV-008541Mark AdjayahUnpaidCard ending in 4832April 12, 2026$75.00$0.00

INV-008596Jeffery KorolevaPaidCard ending in 6670April 10, 2026$350.00$350.00

INV-014923Terrence MackeyPaidCard ending in 4470April 10, 2026$199.00$199.00

INV-019865Alison GrantPaidCard ending in 3348April 9, 2026$450.00$450.00

INV-TidBankDelaney McFaddenPaidCard ending in 2204April 8, 2026$99.00$99.00

INV-009072Jeremy PerryPaidCard ending in 1534April 8, 2026$490.00$490.00

INV-009981Phillip SorensenRefundCard ending in 0178April 7, 2026$199.00$0.00

INV-008901Becky JohansenPaidCard ending in 2500April 7, 2026$324.99$324.99

Art Nunley #INV-181292 Issued on April 12, 2026 Payment 1 card ending in 2525

Charge/Credit Refund Send Email

#INV-181292 PAID on April 12, 2026

BILL TOArt Nunley
5200 Western Parkway
Dallas, TX 75211

INVOICED BYKanton Inc.
15820 Western Parkway, Suite 400
Plano, TX 79660

Product DetailsPriceQtyTaxDiscountTotal

SmartBox Usage Logo, PR585$10.002$0.00$0.00$20.00

Subtotal$20.00

Total$20.00

Payment Made-$20.00

Balance Due: $0.00

Payment Details Paid $20.00 with Card ending in 2525 on Apr 12, 2026 Notes Payment for Inv #04182025

Invoice List

Status: All

Art Nunley INV-181292 | April 12, 2026 PAID $20.00

Diana Colthurst INV-008597 | April 12, 2026 PAID $180.00

Diana Colthurst INV-008596 | April 11, 2026 PAID $89.00

Mark Adjayah INV-008541 | April 10, 2026 UNPAID $490.00

Jeffery Koroleva INV-008596 | April 10, 2026 PAID $350.00

Norbert Schwartz INV-014923 | April 9, 2026 PAID $199.00

Ashton McCallister INV-019865 | April 9, 2026 PAID $200.00

Pablo Valdez INV-009191 | April 8, 2026 PAID $100.00

Subscriptions

Reference No.CustomerProductsAmountStatusPayment MethodActivated OnLast BillNext BillExpires On

SUB-MER40-13204Brenda Corba1$199.00ActiveCardApril 10, 2026April 10, 2026May 10, 2026Never

SUB-MER40-13198JFG Shalovosky2$490.00ActiveACHApril 8, 2026April 8, 2026May 8, 2026Never

SUB-MER40-13185Derek Smyth1$350.00UpgradeACHApril 6, 2026April 6, 2026May 6, 2026Never

SUB-MER40-41228Marissa Koseff3$594.00ActiveCardApril 5, 2026April 5, 2026May 5, 2026Never

SUB-MER40-09806Anita Fukuyama1$99.00ActiveCardApril 2, 2026April 2, 2026May 2, 2026Never

SUB-MER57-07514David Skilberns2$610.00ActiveCardMarch 27, 2026Mar 27, 2026Apr 27, 2026Never

SUB-MER40-11702Teresa de Grella Chen1$45.00ActiveCardMarch 14, 2026Mar 14, 2026Apr 14, 2026Never

SUB-MER20-19776Cort Bissonett1$490.00ActiveCardFeb 10, 2026Feb 10, 2026Mar 10, 2026Never

SUB-MER24-00872Jeff Leon1$350.00PausedACHFeb 6, 2026Feb 6, 2026–Feb 6, 2026

SUB-MER20-53991Cleo Baxter2$840.00UpgradeCardFeb 1, 2026Apr 1, 2026Apr 5, 2026May 5, 2026

1Customer

2Invoicing

3Configuration

4Agreements

5Payment

6Preview

CUSTOMER *

Select a customer

BILLING ADDRESS *

1420 Maple Ridge Blvd

Suite 204

Henderson

89052

United States

Nevada

SHIPPING ADDRESS

Street address

Apartment, suite, etc.

City

Postal code

Country

State

Use billing address for shipping

Set these as the customer's default addresses

✓Customer

2Invoicing

3Configuration

4Agreements

5Payment

6Preview

PRODUCTQTYUNIT PRICEGROSSDISCOUNTTAX & FEETOTAL

Select a product

1 $ 0.00 US$0.00 $ 0.00 $ 0.00 US$0.00

+ Add Product

Gross SubtotalUS$0.00

Product DiscountsUS$0.00

Product TaxesUS$0.00

SubtotalUS$0.00

Invoice Discount$ 0.00

Invoice Tax$ 0.00

Shipping

TotalUS$0.00

✓Customer

✓Invoicing

3Configuration

4Agreements

5Payment

6Preview

EMAIL RECIPIENTS

billing@ipaymer.com ×

SELLER

Select a seller

EXPIRE AFTER CYCLES

Infinite if left blank

START ON *

2026-04-14

LOCK UNTIL

Select date

RECURRING INTERVAL *

Monthly

NOTE

Premium subscription for NC ORGANIZATION, including full access to SmartBox tools and priority support.

Notify Service Center Users

✓Customer

✓Invoicing

✓Configuration

4Agreements

5Payment

6Preview

No agreement templates added. + Add Agreement

✓Customer

✓Invoicing

✓Configuration

✓Agreements

5Payment

6Preview

Associate a Payment Method

Optional payment method for future invoices

Run payment for immediate invoice

PAYMENT METHOD TYPE *

ACH Transfer

Card Payment

Retainer Invoice

Card

Select a card

✓Customer

✓Invoicing

✓Configuration

✓Agreements

✓Payment

6Preview

Starts On

Next Payment

Proration US$0.00

New Invoice Total US$350.00

Immediate Charge US$0.00

Recurring Charge US$350.00

Refresh preview