Billtrust is a behind the scenes integration managed mostly through Billtrust. A process is set up for AR invoices, Open Balance Items, and Statements to be exported from Inform to Billtrust, and payments received from Billtrust are imported and automatically posted in Inform.
One time Inform set up requires:
- Email addresses for Payment Notifications
- Email addresses for Error Notifications
- GL Account for Convenience Fee Adjustment record if convenience fees are used
- Use Parent or Child Account as BillTo for Invoice and Open Balance files
- Default branch number for payments in the event no branch on payment
Resend Invoices file
- Navigate to Utilities > Customer Extensions > Resend Billtrust Export File.
- On the Resend Billtrust Export File grid, specify the Date.
- Click OK.
Note: The resend process can take up to an hour depending on the number of invoices being resent.