Business Operations

Business Operations

RebelFi Business provides powerful tools to manage your customers, payees, products, and invoices efficiently.

Customer Management

Track and manage your customer relationships in one place.

Customer Profiles

• Basic information (name, email, type)

• Payment history

• Invoice history

• Custom notes and metadata

• Individual vs Business classification

Features

• Add and manage customers

• View payment analytics

• Track payment behavior

• Set customer-specific discounts

• Manage communication preferences

Payee Management

Manage everyone you pay - from employees to vendors - securely and efficiently.

Payee Types

• Employees

• Contractors

• Vendors

• Partners

• Service providers

Features

• Add and manage payees

• Store authorized wallet addresses

• Set up recurring payments

• Track payment history

• Manage permissions

Automated Workflows

• Payroll processing

• Vendor payment schedules

• Expense reimbursements

• Contractor payments

• Bulk payment processing

Product Catalog

Organize your products and services for streamlined invoicing and payment processing.

Features

• Product/service listings

• Pricing management

• Description and metadata

• Category organization

• Custom fields

Use Cases

• Invoice item selection

• Payment link generation

• Pricing updates

• Product analytics

• Revenue tracking

Invoice Management

Create, send, and track professional invoices with integrated payment features.

Invoice Creation

• Professional templates

• Multiple currency support

• Automatic calculations

• Custom branding options

Dynamic Features

• Real-time payment status

• Automatic payment matching

• Early payment discounts

• Payment reminders

• Late payment handling

Automation Options

• Recurring invoices

• Scheduled sending

• Reminder sequences

• Late payment notifications

• Receipt generation

Reporting & Analytics

Our reporting capabilities are under construction, but will eventually include the following:

Financial Reports

• Revenue analytics

• Payment trends

• Customer insights

• Product performance

• Yield earnings

Operational Reports

• Customer activity

• Payee analytics

• Invoice statistics

• Payment processing metrics

• System usage

Integration Capabilities

One of our main goals is to make adopting stablecoin payments as seamless as possible with your existing tooling and platforms. So for example, we'll make it easy to test a single payment with an invoice from your existing platform.

PayPal and Stripe integrations are coming soon, along with accounting/bookkeeping.

Talk to us about any custom integrations you might need!

Our focus will be on the following:

Merchant Platform Support

• Integration with PayPal / Stripe

• API-based integration for business data (invoices, products, etc.)

Business Tools

• Accounting software

• ERP systems

• CRM platforms

• E-commerce solutions

• Payroll systems

Data Management

• Import/export capabilities

• Bulk operations

• Data synchronization

• Custom field mapping

• Automated updates

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Need help? Contact our support team or visit our detailed documentation for each feature.