The agents read project invoices and client balances from Deltek Vantagepoint, apply incoming payments, and chase overdue invoices with the project context attached.
Category
ERP & accountingAR for project-based firms that run on Vantagepoint.
Architecture, engineering, and consulting firms bill by project, and clients often pay several projects with one payment. Fazeshift reads clients, projects, open invoices, and retainers from Vantagepoint and matches each payment to the project invoices it covers.
Collection emails reference the project and invoice the client recognizes, and project managers can check where an invoice stands without asking accounting. Cash receipts are prepared for your team to post in Vantagepoint.
Project-level matching
Payments are matched to the project invoices they pay, even when one check covers several projects.
Context in every reminder
Reminders name the project and invoice, so the client’s project lead can approve payment quickly.
Retainers accounted for
Open retainers and unapplied amounts are considered before an invoice is marked past due.
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.