Feature Highlight: Hyfin

This week, we’re spotlighting two features that simplify operations from day one: Customer Onboarding and Notifications.

Each tool is designed to automate a different part of the process—collecting information upfront, keeping payments on track, and eliminating manual follow-ups—helping merchants build automation into their daily operations while creating a smoother experience for both their team and their customers.

Simplify Onboarding and Keep Payments Moving

➡️ Customer Onboarding 

Share an easy link or QR code on your website or through digital channels. Customers can quickly and securely add their basic details and authorize payment methods to be stored on file (if needed).

This automation streamlines onboarding by collecting all required information up front—making it efficient for your merchants and easy to fold into everyday operations.

 This feature can be found under Customers > Customer Onboarding Link

 Notifications

Keep everyone informed automatically.

Customer Notifications

Send payment requests by email or SMS—set globally for your site or customize per customer within the Customer tab.

While email remains the standard for invoicing, adding SMS delivers messages faster and increases visibility—helping merchants reach customers quickly and drive faster payments.

• Faster reach: texts are typically seen within minutes.
• Higher completion: many customers prefer SMS for convenience.
• Better visibility: reduces the chance of requests getting lost in inboxes.

Merchant Notifications

• Receive notifications each time a payment is made, or opt for daily summaries for quick reconciliation.
• Notifications can be sent to one or multiple recipients; otherwise, they’ll default to the user who created the payment request.
• Hyfin automatically prompts customers to update cards-on-file, and you can also enable alerts for payment failures and recurring-failure issues.
• These are some of the most commonly used settings, but additional notification options are available to fit different workflows.

Scheduled Payment Notifications

Set automatic reminders before a saved payment method is charged—customizable to fit your billing cycle and designed to give customers advance notice, reducing missed payments and refund requests.

 All notification preferences can be customized under Settings > Notifications

Hyfin isn’t just a QuickBooks Online integration—it’s a complete standalone AR automation solution.

Automation isn’t just about efficiency—it’s about building lasting value that grows your business.