Product Training
Learn about Billtrust products
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Cash Application
If your role involves matching incoming payments to open invoices or managing remittance data on the Billtrust platform, start here. This topic covers Cash Application, automated and manual payment matching, exception handling, and remittance capture. Explore this content if you're responsible for closing out receivables accurately and quickly.
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Collections & Credit
If you work with credit decisioning, risk monitoring, or collections workflows on the Billtrust platform, start here. This topic covers both Credit, setting terms, scoring, and managing exposure and Collections, automating outreach, tracking past-due accounts, and reducing DSO. Explore this content if your role touches extending credit or getting customers to pay.
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Invoicing & Payments
If your role involves sending invoices, managing billing, or processing payments on the Billtrust platform, start here. This topic covers Invoicing, creating and delivering invoices, managing billing schedules and disputes, and Payments, accepting and reconciling payments across channels. Explore this content if you're responsible for getting invoices out the door or getting paid faster.
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eCommerce
If your role involves managing online storefronts, digital ordering, or B2B eCommerce transactions on the Billtrust platform, start here. This topic covers eCommerce, storefront setup, order management, and integration with billing and payments. Explore this content if you're responsible for enabling or managing customers' online buying experience.
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Office Hours
Live sessions where you can ask questions, get hands-on help, and hear answers to common challenges as you work through your learning path. Sessions are recorded and added here on an ongoing basis, so you can drop in live or catch up anytime — no need to wait for a specific session or worry about missing one. Browse the sessions below and join whichever fits your schedule or topic of interest.
