Accounts Receivable Software Integration

HOW IT WORKS

Download all your invoices at once
Everytime you login, you can sync up your TroveWorks App with QuickBooks and downloads all the latest invoices
Set up the customer categories
For new customers, you will need to set up their category once (depending on account balance, credit risks, strategic nature of the customers) and let the workflow take care of the email reminder process
Self Service Customer Portal
With the email reminders, customers receive a link to their portal where they can access to all the invoices, statement and can pay directly there.
Sync back the payment with Quickbooks
Once the customer payment is completed, TroveWorks will update the payment status in the next sync up

NATIVE INTEGRATION WITH ZUORA

Download all your invoices at once
Everytime you login, you can sync up your TroveWorks App with QuickBooks and downloads all the latest invoices
Set up the customer categories
For new customers, you will need to set up their category once (depending on account balance, credit risks, strategic nature of the customers) and let the workflow take care of the email reminder process
Self Service Customer Portal
With the email reminders, customers receive a link to their portal where they can access to all the invoices, statement and can pay directly there.
Sync back the payment with Quickbooks
Once the customer payment is completed, TroveWorks will update the payment status in the next sync up

Quickbooks

HOW IT WORKS

Download all your invoices at once
Everytime you login, you can sync up your ar integration for quickBooks with TroveWorks accounts receivable app and downloads all the latest invoices
Set up the customer categories
For new customers, you will need to set up their category once (depending on account balance, credit risks, strategic nature of the customers) and let the workflow take care of the email reminder process
Self Service Customer Portal
With the email reminders, customers receive a link to their portal where they can access to all the invoices, statement and can pay directly there.
Sync back the payment with Quickbooks
Once the customer payment is completed, TroveWorks accounts receivable automation software will update the payment status in the next sync up