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 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

Setup automatic late payment email notification and optionally, generate late payment invoice

Supports Authorize.net, BluePay, PayPal Pro, PayPal Express Checkout, Braintree, Stripe Payment Gateway, to get paid with any credit cards.

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
Ability to setup automatic late payment email notification and optionally, generate late payment invoice
Attachment and Notes for easy communication
Email notifications
Ease of use

Create invoice online or in QuickBooks

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

Automatic Late Payments Process Settings

You can enable setup to automatically generate payment pending notification email
Automatically generate late fee/interest invoice
Late fee calculation based on either by percentage of balance due amount or fixed fee

Online Payment Processing

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

Document History

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

Create Invoice Screen

Invoice payment Screen

Payment History Screen