All Activities
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Introduction to Billtrust Invoicing & Payments
Billtrust delivers invoices 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. AI-powered automation supports smarter, faster...
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Introduction to Billtrust Cash Application
Billtrust Cash Application automates and streamlines the cash application process, focusing user effort on exceptions rather than routine matching. The product targets improvements in match rates, exception handling speed, and overall processing time.
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Introduction to Billtrust Digital Lockbox
Customers increasingly pay with virtual cards, but manually processing emailed cards can mean hours of tedious work that's prone to errors. Billtrust Digital Lockbox automates B2B virtual card acceptance, connecting directly with leading banks and financial systems to extract payment...
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Introduction to Billtrust Credit
Billtrust Credit replaces scattered emails and PDFs with a single, structured credit application workflow. The result is faster application approvals, consistent policy application, and more time for the team to focus on strategic work instead of manual review.
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Making Payments with the B2B Checkout
The B2B Checkout allows you to make a payment through several entry points, whether you are making a one time payment, paying from a payment link in an email or paying through the Buyer Payment Portal. Read through the...
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Make a Payment from a Payment Link
Describes the workflow your customers use to make payments from the a Payment Link.
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Make a Payment from the Buyer Payment Portal
Describes the workflow your customers use to make payments from the Buyer Payment Portal after logging in.
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Make a One Time Payment in the B2B Checkout
Describes the workflow your customers use to make payments via the checkout without logging in.
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eCommerce: Daily User
Billtrust eCommerce gives you the tools to build and maintain your own webstore, from product data to storefront configuration to page content. This learning path introduces you to CloudLSI, where you manage product information, configure fields and data sources and...
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Cash Application Daily User
A hands-on curriculum covering the full Cash Application workflow, from resolving exception queues and building templates to correlating decoupled remittances and finalizing payment reconciliation.
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Invoicing & Payments Daily User
A practical curriculum for navigating the Invoicing workspace, managing customer accounts, and leveraging Client Connect and eInvoice Connect to streamline delivery and payment processing.
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Cash Application Settings and Reporting Management
Builds on core Cash Application skills to cover admin-specific responsibilities like configuring user roles, managing permissions, and using reporting tools to audit system performance and team productivity.
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Collections Daily User
Equips collectors with the skills to manage client records, organize daily tasks, communicate with customers, and leverage automation to improve payment recovery.
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Collections Settings and Reporting Management
Trains admins to configure user roles, build automated workflows, customize dashboards, and design communication templates to maximize collections efficiency.
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Credit Daily User
An introduction to Credit Application, covering how to distribute credit applications to potential customers and manage and review submissions in the workspace.
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Invoicing & Payments Settings and Reporting Management
Designed for admins and managers, this curriculum covers configuring the Invoicing & Payments environment, governing permissions, and using reporting to measure performance across key platforms.
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Digital Lockbox Daily User
Covers the essentials of the Payments workspace, including voiding and refunding payments and resolving both General and Business Rule exceptions.
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Credit Settings Management
A comprehensive admin curriculum covering how to distribute applications, customize forms, build automated workflows, and manage user access for faster credit decisions.
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Digital Lockbox Settings Management
Prepares admins to configure Digital Lockbox settings, manage payment transactions, and optimize financial workflows to reduce errors and accelerate payment cycles.
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Billtrust Platform Preview
Watch the videos, then complete the simulations that follow for a high-level overview of the Billtrust Platform's key features and functionality, as well as the value it brings to customers.
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Start Here
A quick-start guide to navigating your Intellum Learning Hub. Learn how to find and complete your assigned content in My Learning, then explore additional courses using Topics and Search.
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Exploring Billtrust Products
In this course, you’ll explore the full range of Billtrust products designed to streamline your company’s accounts receivable (AR) operations.
