How to boost Sage Intacct's accounts receivable (A/R) invoicing workflow

Parag Patel Avatar
Parag Patel

At Invoiced, we are focused on one goal: continually offering more ways for Invoiced customers to get paid faster and with less effort. Sometimes that means leveraging all the capabilities of the Invoiced platform as a standalone. In other instances, it means integrating with partners to provide greater invoicing power.

Behind the scenes, we work to connect with partner platforms that make the most business sense for our customers. Building those connections is critical to giving customers the functionality that will impact them most. Sage Intacct is one of the most recent additions to our partner ecosystem. Here are 4 ways Invoiced can put accounts receivable (A/R) invoicing into high gear for Sage Intacct customers:

Time-saving invoicing automation

By connecting Sage Intacct with Invoiced, users can access a wide range of invoicing features. Automated invoice chasing takes away the manual effort of following up on missed payments. Complex billing logic allows Sage Intacct customers to set payment terms once - and never worry about them again. All the information captured by Invoiced flows directly back to Sage Intacct for seamless updating.

Expanded online payment processing options

A handful of online payment processors are available to customers looking to pay through Sage Intacct. Invoiced opens the doors to broader online payments, including 16+ payment gateways for credit card processing, Automated Clearing House (ACH), Single European Payments Area (SEPA), and PayPal. We’re adding new payment processors every day, so the flexibility of payments for Sage Intacct customers will continue to grow.

User-friendly, professional, online customer portal

Sage Intacct users can leverage the connection to Invoiced to offer their customers an easy-to-use online customer portal, which functions as a one-stop shop for billing information. Customers can access invoices, make payments, download historical billing data and receipts, and update payment information. The Invoiced customer portal is fully PCI compliant, hosted by Invoiced, and can be whitelabeled to meet brand standards for consistency.

Flexible, automated payment plans

Invoiced’s suite of payment plan options further enhances the standard invoicing functions available with Sage Intacct. Users can create custom payment schedules for each customer. Payments are then collected on schedule, processed, and recorded against each invoice - with no manual effort from Sage Intacct users. Customers on payment plans can take advantage of Invoiced’s wide variety of payment options, and the ease-of-use of the online customer portal.

And you don’t have to take our word for it: Sage Intacct customers are already using the Invoiced connection, and receiving huge benefits:

"The Sage Intacct/Invoiced connection allows us the flexibility to connect our existing ERP to automated invoicing workflows, expanded payment processing options, a user-friendly customer portal, and customizable payment plans," said John Williams, VP of Finance at MetaMetrics. "We've got the best of both worlds - the efficiency and automation of Invoiced, plus the mission-critical business processes of Sage Intacct."

Are you a Sage Intacct customer who would like to explore the possibilities of connecting with Invoiced? Contact us for customized demo of the Invoiced/Sage Intacct connection.

Parag Patel Avatar
Parag Patel

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