Credit Card Processing

HPay Payment Processing, created by the makers of Caterease Software and backed by Chase Bank, allows you to quickly and easily process credit card and ACH payments.

Tightly integrated with Caterease, HPay uses secure tokenization techniques to store your customer’s card numbers on file for easy payment – and also lets you quickly send custom payment link emails to allow your customers to post payment online.

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Staffing Software

Caterease gives you flexible, powerful tools to quickly and easily schedule staff for your various events. However, if you are already using certain third-party staffing applications, Caterease can pass detailed shift information from your events into that application for easier employee management. One quick mouse click at the bottom of an event allows you to pass all shift details – positions, times and even numbers of employees required and then you can manage their schedules quickly and easily in that program.

Whether you want to manage employees for an event within Caterease itself, or handle scheduling in one of these third-party applications, Caterease has the tools you need to make the job easier.

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Accounting Software

Seamlessly pass all financial information – optionally including line item details and even payment information – directly from Caterease into your favorite accounting package.

Our incredible interface with QuickBooks Desktop and QuickBooks Online allows for the direct transfer of comprehensive event data*. Caterease will instantly create a detailed invoice in your QuickBooks program – individually or even in batch – and will automatically link this invoice to the appropriate client (or create a new client when necessary). Any changes to the Caterease event can be instantly updated in QuickBooks, so you always have the most current and accurate information.

The Sage 50 interface offers a comprehensive export/import file that can be easily and instantly produced in Caterease and then imported into your Sage 50 application. This file contains detailed general ledger information, and can also be re-exported as often as possible to capture changes made to Caterease events.

Take the worry out of managing your financial information – and ensure the accuracy of your important data – with the powerful Caterease accounting interfaces.

* Direct interface is not available from Caterease Connect (online) to QuickBooks Desktop. An export/import interface is required with this configuration.

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Email Marketing

Simplify your email marketing campaigns by instantly creating custom email marketing lists directly from your Caterease program. Using any of the powerful query tools available throughout the program, you can create a custom list of email recipients – filtering the list based on virtually any event or client details. Once a list has been created, you can instantly export it as a custom email list for Constant Contact.

Take advantage of the wealth of data in your Caterease program – and the powerful tools for tracking that data – to quickly build the perfect targeted lists for your various email campaigns.

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Room Diagramming Software

Create beautiful, detailed diagrams of your event space easily and link those diagrams back to specific Caterease parties using one or our intuitive room diagramming interfaces. Once you’ve chosen a venue for your event, simply click the Social Tables or AllSeated button located right there on your Caterease screen.

The third-party diagramming application opens on the default diagram for that space, allowing you quickly populate it with tables, chairs and other important design elements. Close the diagram, and you are brought right back to the party you were on – without missing a beat! Click the same button again in the future, and you will be able to edit that diagram you created – all the while maintaining its link to your Caterease program. You can even copy an event and its detailed diagram instantly in Caterease – saving immeasurable time on repeat parties!

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Online Proposals

Bring your proposals to life and make them stand out from the crowd with the amazing Caterease online proposals interface. Choose any custom Caterease documents from any event and instantly pass them into your Paperless Proposals program – where you can dress them up with audio, video and all the other flashy elements of the web. Rather than receiving a basic, bland proposal, your customer gets a show – a powerful representation of the event you envision for them!

Update proposal files at any time quickly and easily, so your customer always has the latest event information.

Bring your proposals to life and give your customers a presentation they’ll never forget – with the Caterease-Paperless Proposals interface.

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Online Ordering

Our powerful interface with Zuppler Online Ordering lets you give your customers the option of booking their own orders via the web. Using this user-friendly interface, you can promote daily deals or discounts, offer your customers multiple menu item selections or modifiers, accept payment in a completely PCI compliant environment and more. Once the order is submitted, it is automatically pulled into Caterease to be optionally accepted as a new event. Sign up today and watch your business grow!

• Get orders real-time within Caterease
• Accept payments in a PCI-compliant environment
• Optionally use available Credit Card Processing
• Promote daily deals and discounts
• Include service charges & gratuities in order totals
• Allow for Group Ordering

* Not compatible with the Express Version of Caterease

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Electronic Signatures

Go completely paperless by obtaining legally-binding electronic signatures and initials with our powerful e-signature interface. With DocuSign, you can request signatures or even initials or other details in various locations throughout your prints – and throughout your custom Caterease merge documents, as well.

With DocuSign, each Caterease user can establish his or her own e-signature account, and all documents are easily tracked directly from your Caterease event.

Stay on top of all of your important event documents with our intuitive, sophisticated electronic signature interface.

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Inventory and Costing Software

Caterease provides comprehensive menu management tools right within the program – including the ability to create detailed, scalable ingredient lists and accurately measure cost and profit. However, if you have already entered that information in a separate menu management application, you can leverage that effort by using one of our powerful interfaces. Caterease can determine menu usage for a single party or entire range of parties, determining which items have been ordered and in what quantities – and then export these details in a proprietary format for importing into Food-Trak, CostGuard, ChefTec or Yellow Dog Software. Once the information has been imported, you can use that third-party program to generate shopping lists and other detailed reports. You can even edit menu item costing in your third-party menu management program and then pull that updated detail into your Caterease menus quickly and easily.

Don’t waste time inputting the same information into two different programs. Share important information across applications easily with the incredible Caterease inventory/costing interfaces.

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Online Reservations

Easily share all Caterease event information with online reservation software so colleagues can view an up-to-date schedule of your events wherever they are. Using a simple export wizard, you can collect details of all events or even events up to a fixed date in the future – and then instantly send that information to GuestBridge for posting on the web. Coworkers or other individuals with access to your GuestBridge calendar will then be able to see your availability at-a-glance.

Give your team the information they need easily with our online reservations interface.

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