• Invoicing and Payments
    Taking Online/Electronic Payments

    Follow this guide to accept online and electronic payments from customers. Learn how to configure and use the platform’s integrated payment options to streamline and automate the payment collection process.

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  • Invoicing and Payments
    Smart Payment Matrix

    Learn how to use the Smart Payment Matrix to efficiently manage and schedule payments for policies. This guide shows how the system automatically generates scheduled payments during policy creation, reducing the need for manual entry. The automated process also triggers reminders and notifications for late payments, ensuring both agents and customers stay informed.

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  • Invoicing and Payments
    QuickBooks Synchronization

    Learn how to integrate QuickBooks with our platform to synchronize financial data, manage payments, and track transactions. This guide will help you set up and use the QuickBooks integration efficiently.

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  • Invoicing and Payments
    Simple Payments

    Learn how to manually create and schedule payments using the Simple Payments option. This guide walks agents through the process of setting up individual payment records, which can be scheduled for future dates. While the system does not auto-generate these entries, agents have full control over the creation and management of each payment, ensuring accuracy and flexibility for unique payment scenarios.

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  • Invoicing and Payments
    Invoicing Customers

    Learn how to easily invoice your customers via email. Invoicing can be done manually or automatically. Watch the demo for more details.

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In-Platform Support

Access help directly through Taino Solutions in the «Help» section. Get quick support for policy management, billing, and more.

Email Us

Need custom support? Email us at support@tainosolutions.com. We're here to help you.