Accounts Receivable
Embedded Customer Payment Services—Early Adopter
With our new integration for customer payments, your customers can pay invoices electronically through a secure Pay Invoice Now link. This embedded payment experience is powered by Fortis and other payment providers, and is designed to streamline your receivables process. With this feature, you can accelerate cash flow by offering a self-service payment option to your customers.
Key benefits
This integration delivers several advantages for your accounts receivable team:
- Faster payments: Customers can pay directly from invoice emails, helping you collect payments faster.
- Improved accuracy: Automated payment tracking and reconciliation reduce manual errors and administrative overhead.
- Enhanced visibility: Real-time payment status updates and audit trails provide better control and transparency.
- Customer convenience: A secure payment experience improves customer satisfaction and reduces friction.
What's changed
-
New Payment Services section: Invoices now include a dedicated section where you can enable electronic payments.
-
Pay online link in emails: When a payment service is selected, invoices that you email now include a secure Pay Invoice Now link for customers to submit payments instantly.
-
Automatic posting: Electronic payments are posted automatically with real-time service status updates, thereby reducing manual work.
-
Flexible payment options: Your customers can still use their usual payment methods, which can be recorded in the Receive payments - New! page.
How it works
Set up
-
Subscribe to your preferred inbound payment service provider.
- Go to Company > Admin > Subscriptions.
- Scroll to Customer Payment Services and select View options.
- Find the payment service provider that you want to subscribe to and select Configure.
-
Set up your customer payment service account.
The Pay Invoice Now link becomes available on invoices that you email to customers, and payment activity is tracked in the Invoice and Payment history tabs.
How to use the feature
- Add the customer invoice.
- Select Accept payment electronically.
- Select your payment service.
- Email the invoice to your customer.
Your customer can then select the link in the email to send their payment.
What's the Early Adopter program?
The Early Adopter program allows a select group of customers to test and provide feedback on new features. Your input will help us refine and improve these features before the general release.
If you want to be considered for the Early Adopter program, complete this form today.
Permissions and other requirements
| Subscription |
Accounts Receivable Customer Payment Services |
|---|---|
| Regional availability |
|
| User type |
Business user with admin privileges |
| Permissions |
Administration
Accounts Receivable
|
