InLattice AP/AR Automation
The simplest way to automate your accounting process
Total # of Transactions Processed to Date
Customer Invoices, Vendor Invoices, Vendor Bills:
ACH:Customer Payments,Vendor and Employee Direct Deposits:
Customer Invoices, Vendor Invoices, Vendor Bills:
ACH:Customer Payments,Vendor and Employee Direct Deposits:
Customer Account Center for QuickBooks Online
Your customers get a dedicated account to login and view all your invoices
Customer can view, pay and print invoices just by clicking on invoice link in email
Create invoices online and post it to QuickBooks later
Online payment with Credit Card, ACH and payment posting to QuicBooks Online
Notable features
- Invoices can be created either online or in QuickBooks
- Provide online access to customer invoices
- Online Payment Processing – Receive payments online by ACH, Credit Cards
- Partial payment option
- Post payments to QuickBooks Desktop
- Dedicated and Secure Account for you and your customers
- Attachment and Notes for easy communication
- Email notifications
- Ease of use
System allows either import of invoices created in QuickBooks or invoices can be created online on the web without access to QuickBooks
Useful to allow field staff to create invoices at the customer premises
Online invoices can be exported to QuickBooks, without re-entering it in QuickBooks
When invoices are sent, customers will receive an email, with a link to the invoice
Payment can be made using credit card, ACH, based on your requirement
Partial payment supported
Payments can be posted to QuickBooks, with no data entry
Each document history is tracked including when it was sent, viewed by customers, paid etc.
Customers can view old invoices online for up to three years
All notes and attachments are also kept for three years
Process Flow Screen
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Create Invoice Screen
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Invoice payment Screen
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Payment History Screen
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