Project & Client Billing Software

Accelerate Your Collections Cycle

With Sage Intacct, you can accelerate your cash flows and keep your organization strong by properly managing invoices, credit terms, and other accounts receivable (AR) tasks. Intacct Accounts Receivable streamlines AR management by automating the invoicing and collections process. That shortens the cash cycle, enhances business performance, increases accuracy, and improves customer satisfaction.

Key Benefits

Send Out Invoices—Fast

Stay firmly in control of an error-free AR process and use automated dunning and collection notices to make collections painless. Intacct Accounts Receivable automates processes and reduces manual data entry. Greater efficiency means your organization can get paid faster—and that means stronger cash flows. You can also generate recurring invoices for easy subscription management, attach customer documents to transactions for better recordkeeping, send invoices by email, and offer more payment options.

Intacct Project & Client Billing: AR Screen Shot 

Get Connected to Stay in Control

Connect accounts receivable to the rest of your business for consistent financial views. Intacct Accounts Receivable works with leading CRM solutions, including Salesforce Sales Cloud, to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to both your general and AR ledgers, so billing and accounting is more efficient. And it accurately calculates all sales taxes using AvaTax for Intacct.

Get the Insights You Need

Now you can analyze your accounts receivable data across a variety of business drivers for a complete view from every perspective. Configurable dashboards, reports, graphs, and charts give you a real-time view into customer aging, invoice analyses, recurring invoices, deferred revenue, and more.

Key Features

Invoicing

  • Email Option: send invoices faster
  • Multiple payment receipt options: Accept payments in your customers’ preferred forms including check, cash, credit card, and funds transfer
  • Advance Payments: receive and apply payments at any time for added convenience
  • Quick Invoice Import: enjoy easy, after-the-fact bulk invoice entry
  • Transaction Documentation Drag-and-Drop: drag and drop supporting documents directly to transactions; cut paper use and filing, and instantly access backup documentation
  • Integration with PayPal Merchant Services and Authorize.net: simplify payment receipt, and support recurring bills and scheduled payments

Accounts receivable management

  • Extensive History: keep track of transaction details forever, and maintain secure access to complete customer histories
  • Post-Payment Control: ensure that paid invoices cannot be deleted or edited
  • Granular Access Control: strengthen your segregation of duties with control over which individuals and roles can access which data and processes

Integration across all accounting processes

With order management integration, you will eep everyone up-to-date by automatically posting Intacct Order Management transactions to Intacct General Ledger and Accounts Receivable; provide sales staff with quotes, sales orders, and invoices.

Sage-Intacct-Partner

Sage Intacct Project Tracking & Accounting
Data Sheet

Intacct Project Accounting Software Data Sheet

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