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D-Tools Cloud Exclusive

D-Tools Payments

Experience a fully embedded solution for managing and collecting payments directly within D-Tools Cloud. Engineered for security, simplicity and expediency, D-Tools Payments provides a secure, seamless user experience, transparent transaction fees, and fast ACH processing. Embedded financial reporting makes it easy to track payments from invoice to bank deposit.

D-Tools Payments FAQs
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Efficiency Meets Transparency in Payment Management 

D-Tools Payments offers capabilities that allow you to manage the entire payment lifecycle—from invoice to bank deposit — all within a unified D-Tools Cloud experience. Gain unparalleled control over your financial transactions and resolve issues with ease without leaving D-Tools Cloud. 
Payments Cluster

Manage Project Deposits

Easily track and manage deposits tied to every project, right alongside your billing.

Detailed Payment Reporting

See upcoming and past payments at a glance, with clear breakdowns you can act on.

Real-Time Notifications

Stay informed the moment a payment is flagged, a deposit lands, or a dispute is resolved.

Accelerated ACH Deposits (T+1)

Get eligible ACH payments funded as fast as the next business day, with account-level controls and clear invoice badges showing when it's active.

Payment-Level Deposit Detail

Deposit notifications now break down exactly which client, invoice, and amount make up each deposit — no digging required.

Convenience Fee Capabilities

Charge a transparent 3% credit card processing fee, giving customers the choice of payment method while protecting your margins.

D-Tools Payments & Invoicing

Payments and invoicing work together — so every fee, payment, and status update shows up exactly where your clients expect it.

Invoicing Summary
D-Tools Payments_Project Payment
Payment Summary
Invoicing Summary

Transaction Fees, Front and Center

Convenience fees can now be included directly on invoices, so there's no confusion when a client reviews their bill. The Paid card shows the total amount including any convenience fees, with a tooltip that reveals the exact fee amount — giving both you and your client full transparency and accurate totals every time.
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Every Payment Method, on the Record

Paid invoices now display the payment method used for any transaction processed through D-Tools Payments. Digital invoices show a dedicated Payment Details section, while PDF invoices display the method beneath the invoice summary — creating a complete, self-explanatory record that's visible even to clients without a D-Tools login.
Payment Summary

Clearer Invoice Summaries

Invoice summary sections have been redesigned to show totals, payments, fees, refunds, and remaining balance more clearly — across both digital and PDF invoices. The updated layout consistently reflects convenience fees, ACH reject fees, and refund placement, so balances are accurate and easy to follow no matter the invoice type.

Elevate Payments - Across The
Organization

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Business Owner
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D-Tools Payments streamlines payment processes directly within the D-Tools Cloud environment, eliminating the need for external systems. This seamless, embedded solution reduces operational complexity, allowing business owners to focus on strategic growth.

Operations
Operations new payments

Fully embedded within D-Tools Cloud, the payment solution ensures a smooth and uninterrupted workflow from payment request to bank deposit, streamlining operations and reducing administrative burden.

Sales
new payments sales

D-Tools Payments offers a seamless and user-friendly experience for customers, improving satisfaction and increasing the likelihood of repeat business. Faster ACH payment processing enables quicker closing of sales deals, shortening the sales cycle and improving revenue generation.

Back Office
Payments Use Case 1

D-Tools Payments offers a unified experience for managing the entire payment lifecycle, from invoice to bank deposit, simplifying financial operations and reducing the need for multiple systems. Embedded financial reporting tools deliver detailed and timely insights, enabling accurate financial tracking and reporting for better financial management.

Product Tours

Take our D-Tools Payments Product Tours

D-Tools Cloud
Customer Success Story

Using D-Tools Payments Pays Off for SimpleHome

When Michael Moore, managing partner at SimpleHome LLC in Birmingham, AL, started using the new D-Tools Payments  feature recently, little did he know it would dramatically improve his entire payment-processing system. The results in terms of time savings and reduced confusion among clients have been immense.
Watch the case study here
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Optimize Your Financial Management

with D-Tools Payments

The secure, supported foundation behind every payment, see why integrators trust D-Tools Payments to handle their money.

Streamlined Onboarding and Underwriting 

Experience a seamless onboarding process with D-Tools Payments. Our straightforward and easy-to-understand underwriting procedures allow you to start processing transactions quickly, without the typical complexities or delays.  

Advanced Security and Compliance 

We prioritize your security by adhering to the strictest industry standards. D-Tools Payments employs robust encryption and comprehensive security protocols, safeguarding every transaction and ensuring compliance with regulatory requirements.  

Fast, Secure Payment Processing 

With D-Tools Payments, enjoy rapid and secure transaction processing, protecting your funds and financial information. 

Embedded Reporting Tools 

New integration filters make it easy to see which records are mapped to QuickBooks Online or Xero, and redesigned invoice summaries give a clearer breakdown of totals, fees, refunds, and balances due.

Dedicated Customer Support 

Our award-winning customer support team is available to answer your questions and assist you in resolving issues, ensuring payments are processed smoothly. Support is available in-app and by phone to help resolve any concerns promptly.

Transparent, Straightforward Pricing 

D-Tools Payments offers a transparent and straightforward pricing structure, ensuring you understand exactly what you're paying for without any hidden fees. This clear pricing model supports your financial planning and delivers high-quality service without overstretching your budget.  
D-Tools Payments

Testimonials

Don’t just take our word for it. See what our customers have to say.
The D-Tools Payment Processing has been a game changer for me and my business. Integrating payments directly into proposals has saved me time and having one seamless experience for the customer has increased the quote acceptance as well. I would like to thank the D-Tools team as well, they have been there every step of the way to ensure the beta testing has gone without a hitch! I truly recommend this to any other companies looking for a new way to take payments!
Blake Turner of Turner's Audio Video
Owner
D-Tools payments completely helps us streamline and collect customer payments more efficiently and accurately.
Todd Forgan of Modern Media
Owner
D-Tools new natively built in payment system has been amazing for us! We’ve long used D-Tools for keeping track of Project Payment status, but now we are able to request a payment from a client and have them pay online without any hassle. We found that its been significantly easier for our clients to make payments this way, and we have less of our clients requesting to just send us a wire or a check. For us, having everything in the D-Tools system makes our lives easier. One less website to check. The more that we can do inside D-Tools, the better for us.
Mosey Levy of Backstage AV
Owner
The payment tool offers an intuitive experience for managing transactions, making it a breeze for us to handle billing and payments efficiently. Its user-friendly interface and features set has enhanced our productivity.
Bryce Morrow of Area 51 Audio Engineering
Operations
We implemented D-Tools Payments to simply our processes both for our customers and for us internally. Not only did D-Tools Payments achieve that goal, and almost instantly, but it exceeded our expectations. We have collected payments faster, had few fees taken out, gained accurate reports and best of all had a better end user customer experience for our customers. With the features that are already available in D-Tools Payments we can’t wait to see how they improve upon it even more as that’s what’s D-Tools does, it leads in this industry.
Marshall Merritt of MK Consulting
Partner
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Have questions?

Check out our FAQs dedicated to D-Tools Payments!
D-Tools Payments FAQs
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