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Manage the complete customer payment cycle.

Accelerate collections and reduce days sales outstanding.

Highlights:

  • Efficiently collect and process payments—cash, checks, credit cards, and banking transfers.
  • Quickly set up and generate recurring invoices.
  • Create and print or email invoices.
  • Effectively manage cash collection and key customers.
  • Receive and apply regular and advance payments, apply penalties and adjust accounts, make deposits, and deliver statements.
  • Automate data entry by defaulting customer terms, general ledger accounts, billing, and shipping address information.
  • Gain real-time visibility into customer financial information and cash analysis.

Efficiently automate the customer invoicing and bill payment process to easily manage customer payments and bank deposits with Intacct cloud-based accounts receivable management software. Integrate Intacct Accounts Receivable with Intacct Order Management and Intacct General Ledger for real-time posting of all transactions on a cash or accrual basis, ensuring financially consistent views across the business.

The Intacct system enables the finance team to streamline processes and become even more efficient—allowing us to work smarter, not harder.
— VP of Finance and Administration, 3Tier

Streamline customer invoicing processes.

Shorten payment cycles—and get payments faster.

  • Attach documentation directly to transactions when you need backup information.
  • Shorten the collection process by easily emailing invoices.
  • Give your customers multiple payment options, including check, cash, charge card or funds transfer.
  • Receive advance payments at any time, and apply those payments to invoices, similar to other account adjustments.
  • Use the fast batch entry mode for easy, after-the-fact, bulk invoice entry.
  • Simplify payment receipt, and support recurring bills and scheduled payments, using integrated PayPal Merchant Services and Authorize.net for credit card processing.
Streamline cash management.

Easily manage deposits and payments.

  • Place funds into an undeposited funds account to deposit later.
  • Make a quick deposit to attribute a payment to a customer’s general account, rather than to a specific invoice sent to that customer.
  • Manage non-invoiced deposits, such as over-the-counter register sales, that don’t track back to individual customers or transactions.
Take control of accounts receivables.

Maintain a high degree of accounting control.

  • Keep track of transaction details forever, and maintain secure access to complete customer histories.
  • Eliminate the risk of users deleting or editing invoices once they are paid.
  • Assign accounts receivable duties to different employees or to different roles by taking advantage of granular access control over data and processes.
    • For example, ensure accountability and security by separating the tasks of entering customer invoices, receiving payments, and making deposits by user.
Fully automate receivables invoicing and approvals.

Take advantage of flexible configuration to match Intacct to your organization’s needs.

  • Process one-time or recurring invoices.
  • Streamline data entry by pre-populating invoices with the appropriate data using a previous invoice.
  • Assess finance charges on past due accounts, as part of your customer collections process.
Integrate receivables with other Intacct applications.

Post all transactions on a cash or accrual basis in real time using fully integrated Intacct modules, ensuring financially consistent views across the business.

  • Provide sales staff with sales tools such as quotes, sales orders, and invoices by synchronizing Intacct Accounts Receivable with Intacct Order Management.
  • Post Intacct Order Management transactions automatically to both Intacct Accounts Receivables and Intacct General Ledger.
  • Seamlessly integrate external applications using SOA, Web and XML services, or tools from partners like Pervasive and Boomi, for broad flexibility to manage your business.
See your business in a new way with comprehensive reporting.

Gain real-time visibility into customer financial information with customizable dashboards.

  • Take advantage of extensive out-of-the-box sales reports and graphs that you can add to dashboards.
  • Run a range of reports, including customer aging, invoicing analysis, recurring invoices, active projects, and deferred revenue.
  • Use advanced reporting capabilities, including customizable receivables aging and non-financial measurements.
Simplify tax management.

Simplify and streamline cumbersome, costly sales tax compliance with end-to-end sales tax automation.

  • Get up-to-date, accurate sales tax calculations using integrated cloud-based tax compliance capabilities provided by Avalara, or by configuring the Intacct Advanced Tax Engine to fit your business.
  • Comply with tax accrual requirements in each area where you do business, and support multiple rates for different regulatory bodies by calculating transactional taxes using the Intacct Advanced Tax Engine.
  • Calculate the sales tax payable balance by tax jurisdiction and drill down to individual invoices for audit trail purposes.