A. We’ll ask about your business—what you do, how you currently accept payments, your transaction volumes, and what challenges you’re facing. Then we’ll show you how IntelliPay’s platform works and which features make sense for your operation. It’s a two-way conversation, not a sales pitch. Bring your questions—we’ll answer them honestly.

A. Not really. If you have recent processing statements from your current provider, that’s helpful—we can show you potential savings. But if you’re starting from scratch or don’t have statements handy, no problem. We’ll figure it out together. Just come ready to talk about your business and what you need.

A. Most businesses are processing payments within 2-4 weeks. Simple setups can happen faster. If you need custom integrations, multiple locations, or certain fee-based programs like surcharging (which requires card brand registration), it might take 4-6 weeks. We’ll give you a realistic timeline based on your specific situation.

A. We’ll need basic business information—legal business name, tax ID, bank account details for deposits, business address, and principal owner information. If you’re switching from another processor, we’ll ask about your current setup. If you want to integrate with existing software, we’ll need technical details about your systems. Don’t worry—we’ll walk you through exactly what we need and when.

A.We make it painless. First, we’ll analyze your current processing to ensure IntelliPay is a better fit. Then we’ll handle the heavy lifting—setting up your account, migrating data if needed, and coordinating the transition. We can run parallel testing so you’re confident everything works before you flip the switch. Many clients tell us switching was easier than they expected.

A.  Not if we plan it right. We coordinate the transition to minimize disruption—often scheduling the switch during off-hours or slower periods. For most businesses, the transition is seamless. Your customers won’t notice anything except maybe a different name on their receipt.

A.  It depends on what you have and what you need. IntelliPay integrates with many existing systems—if your current setup works with our platform, you may not need new equipment. For in-person payments, we offer terminals from leading manufacturers, our mobile app that turns smartphones into payment terminals, and our August Reader with patented technology for dual pricing. We’ll recommend what makes sense for your situation.

A. We offer flexible integration options: APIs for custom development, Lightbox modals that pop up on your site, hosted payment pages, gateway emulators for easy migration, and more. Our platform supports 15 front-end solutions and connects with major back-end processors. During your consultation, we’ll discuss your technical environment and recommend the best integration method.

A.  Absolutely. IntelliPay is designed to be user-friendly without requiring technical expertise. Plus, we provide complete training during implementation—customized to your team’s needs and skill levels. You’ll have access to our support team, detailed documentation, and video tutorials. We don’t leave you hanging.

A.We train your team on everything you’ll use—processing payments, issuing refunds, running reports, managing users, reconciling transactions, and any specialized features you’ve enabled. Training can be remote or on-site, and we tailor it to how your staff actually works. We want you confident from day one.

A.  Perfect—IntelliPay is built for multi-location businesses. Our Master Account hierarchy lets you manage all locations from one dashboard with consolidated reporting, while each location maintains its own customized settings, users, and preferences. You get unified oversight without losing local flexibility. We can roll out one location at a time or all at once—whatever works best for you.

A. Yes. Many clients have started with core payment acceptance and add features as they grow—like OneLink text-to-pay, recurring billing, virtual terminals, mobile payments, or additional locations. You don’t need everything on day one. Start where it makes sense, then expand when you’re ready.

A.  Pricing depends on your business type, transaction volumes, payment channels, equipment needs, and whether you choose traditional or fee-based processing. We believe in transparent pricing—no hidden fees, no surprises. During your consultation, we’ll provide clear pricing based on your actual situation so you know exactly what to expect before moving forward.

A. That varies by your situation and solution. We’ll discuss any setup costs, contract terms, and cancellation policies upfront during your consultation—complete transparency before you commit. Our goal is earning your business through great service and results, not trapping you in a bad contract. 

A. You’ll have ongoing access to our support team at 855-872-6632 whenever you need help. We provide regular account reviews, optimization recommendations as your business evolves, updates on new features, and assistance with any issues. Your relationship with IntelliPay doesn’t end at launch—we’re your long-term payment partner.

A. You’ll log into IntelliPay’s payment suite through our secure cloud-based portal. From there, you can view transaction data, run detailed reports, manage users and permissions, process refunds, set up recurring payments, and access all your payment tools. IntelliPay delivers robust reporting with 24+ ready-to-use reports, plus customized reporting options tailored to your exact requirements.

A. Call our support team at 855-872-6632, chat with us online, or submit a support request through our portal. We’re here to help with technical issues, transaction questions, account management, or anything else. Before calling, it helps to complete our support form with details about your situation—that way we can resolve issues faster.

A. Probably. We work with thousands of businesses across many industries—retail, restaurants, auto dealers, professional services, healthcare, legal, property management, insurance, non-profits, and more. We also specialize in local, county, and state government payments. During your consultation, we’ll discuss your specific industry needs and show you how we’ve helped similar businesses.

A. Unlike payment facilitators where you’re a sub-account under their master merchant account, IntelliPay establishes your own merchant account—giving you more control, better pricing structures, and greater flexibility. We’re also an all-in-one payment suite, not a one-size-fits-all solution. We customize to your needs, connect with your existing systems, and provide expert guidance on fee-based alternatives that can eliminate processing costs. Plus, you get personalized service—real people who know your business.

A. Unlike payment facilitators where you’re a sub-account under their master merchant account, IntelliPay establishes your own merchant account—giving you more control, better pricing structures, and greater flexibility. We’re also an all-in-one payment suite, not a one-size-fits-all solution. We customize to your needs, connect with your existing systems, and provide expert guidance on fee-based alternatives that can eliminate processing costs. Plus, you get personalized service—real people who know your business.

A. Reach out today. Call 855-872-6632 or email sales@intellipay.com to schedule your free consultation. We’ll map out exactly how IntelliPay works for your business, provide transparent pricing, answer all your questions, and create a customized implementation plan. Let’s talk about how we can simplify your payments and reduce your costs