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.
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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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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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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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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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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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 Payment from a Payment Link
Describes the workflow your customers use to make payments from the a Payment Link.
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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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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 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...
