Introduction to Billtrust Invoicing & Payments

Overview of Invoicing & Payments

Most vendors hand customers a PDF and wish them luck. Billtrust delivers invoices to the AP portals customers actually use, so invoices don't stall on their way to becoming cash. Invoices are delivered automatically across every channel — email, the Buyer Payment Portal, 260+ AP portals, Peppol, invoice clearance platforms, and print — and every invoice is centrally managed, tracked, and visible in one place. Policy and compliance checks help ensure accurate invoices and payments that start moving sooner, reducing DSO along the way.

Invoicing, customer activity, and account history can all be managed from one unified workspace. Compliance with evolving global electronic invoice regulations is built in, and invoices can be generated in multiple languages and currencies. AI-powered automation supports smarter, faster decisions throughout the process, with AR insights and predictive intelligence helping reduce financial risk.

Buyer Payment Portal

When customers know what to pay, everyone wins. The Buyer Payment Portal gives every customer the context to act on B2B payments: the right invoices, the right time to pay, and the right payment options and discounts, all based on active policies — meaning less back-and-forth and more payments received. Customers see what they need to pay, including expiring discounts, credit card eligibility, surcharge implications, and overdue invoice alerts, all surfaced by AI.

From one branded experience, customers can view, search, and filter documents, pay by invoice or statement, manage open balances, and enroll in Autopay. AR teams can configure branding, payment methods, and portal settings without support tickets, and resolve customer issues instantly by signing in as the user. The portal always reflects current terms, so when discount windows, surcharge rules, or payment policies change, customers see and act on the update immediately. Every payment behavior also feeds the cash flow forecast, alerting the AR team to any major shifts.

Email Exception Management

Undelivered invoices don't get paid. The Email Exception Assistant finds undelivered invoices and bounces, catching and diagnosing failed deliveries automatically so there's no guessing why an email bounced. Undelivered invoices are ranked by open balance, so teams work the largest invoices first, before they go delinquent.

Each undelivered invoice includes the reason it failed and a recommended alternate contact, based on prior successful deliveries and powered by Insights360, Billtrust's intelligence layer. Every recommendation comes with a confidence score and plain-language rationale, so teams can make an informed decision before acting. From there, teams can approve a one-time resend or set a rule to reroute all future failures for a given address automatically; once a delivery problem is fixed, the alternate email address is saved and applied going forward. Every failure, action, and automated resend is logged with timestamps for audit purposes, giving managers visibility into how invoicing problems are handled across the team.

Conclusion

1. Key Features of the System: Invoicing & Payments delivers invoices across every channel and gives customers a branded payment portal, backed by an Email Exception Assistant that catches and resolves delivery failures automatically.
2. Benefits of Implementation: Customers get the context to pay on their own, reducing back-and-forth and DSO, while teams recover cash trapped behind bounced invoices faster with confidence-scored, auditable recommendations.
3. Steps for Effective Use: Configure the Buyer Payment Portal's branding and payment policies in Workspace, then monitor the Email Exception queue to resend or reroute failed invoice deliveries as they appear.

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