The agents read customers and open documents from Acumatica, apply incoming payments to them, and write the applications back, so balances are current every morning.
Category
ERP & accountingKeep every Acumatica customer balance current.
Fazeshift connects to Acumatica and reads customers, open invoices, credit memos, and payment terms across your branches. Incoming payments are matched to the documents they pay, including payments that mix invoices, credits, and deductions.
Payments and their applications are created in Acumatica, so your team only reviews and releases them. Collections, the customer portal, and billing all run from the same records, which keeps the numbers consistent from one report to the next.
Applications written back
Each payment is created in Acumatica with its applications filled in, ready to review and release.
Branch aware
Documents are read per branch, so a payment that covers invoices from two branches is applied correctly.
One customer record
Collection notes, portal payments, and disputes all point back to the same Acumatica customer.
See it run in your system
Bring a batch of your real AR — invoices, payments, whatever’s messiest — and we’ll show you exactly how the agents would read, match, and post it back against your own records.