The agents read open invoices from QuickBooks, match each incoming payment, and record it against the right invoice, so your books stay current without manual entry.
Category
ERP & accountingKeep QuickBooks current without keying in payments.
Fazeshift connects to QuickBooks and reads your customers, open invoices, credit memos, and terms. When a payment arrives by check, ACH, wire, or card, the agents find the invoices it pays and record the payment in QuickBooks, including partial payments and credits applied along the way.
Collections works from the same open balances. Reminders quote the invoice numbers and amounts your customers see on their copies, and anything that needs judgment, like a short pay or a disputed line, waits in a review queue for your team.
Payments recorded for you
Each payment is recorded against the invoices it covers, with the deposit account and payment method your bookkeeper expects.
Partial payments handled
When a customer pays part of an invoice or takes a credit, the agents record what was paid and keep the rest open for follow-up.
Reminders that match
Collection emails quote the same invoice numbers, dates, and balances that QuickBooks shows, so customers can pay without asking for a copy.
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.