What’s new with Trace AR^™

For businesses using Trace AR to send digital invoices, accept secure payments, and automate accounts receivable, we’ve made several exciting updates that will help optimize your business processes as well as improve the customer experience.

Trace AR for Business Central Updates 

• Batch Payment Reconciliation: Easily pull batch details and match it to payments for faster bank account deposit reconciliation.
• Accept ACH payments with Trace ACH: Accept ACH as a payment option wherever payments are accepted within Business Central.
• AR Aging Report: Create a custom screen to view all open invoices for all customers, with the ability to use custom aging bands, use custom account statuses, assign users to individual accounts and filter the report by assignee. You can also view details of each customer's invoice, accept payment for invoices, and email invoices and statements from the report.
• Client Portal: Provide customers with a personalized portal to
  • View, pay and manage their outstanding invoices
  • Track their invoice history
  • Add or update preferred payment methods

Trace AR for QuickBooks Online Updates

• Early Pay Discounts and Late Payment Penalties can now be applied.
• Payment-On-File: Merchants can require a payment on file with an invoice and can receive notifications when a customer puts a payment on file.

CONTACT OUR B2B PAYMENT EXPERTS >