Billtrust - Basic solution good for any invoice-based business
Use Cases and Deployment Scope
Billtrust was implemented as a holistic solution to provide online bill receipt and payment solutions to customers nationwide across all our stores. Each branch store had employees that utilized Billtrust as a source of truth for customer balance and invoice payment status. At HQ, employees used Billtrust for reporting and accounting reconciliation purposes. Before that, reconciling customer payments was very manual at each store, and there was no online way for a customer to pay their invoices. Billtrust solved that.
Pros
- Implementation - Billtrust was relatively easy to implement, and there were guiding resources that assisted me during the process. Getting every branch spun up was relatively simple.
- Payment Status - Billtrust provided actual payment status for each customer, and having a payment route to the correct bank account by the store was automated. There was no reconciliation needed with that.
Cons
- UI - Billtrust could've had a better design and overall user interface. Everything worked, but at times it could be challenging to navigate to the feature you needed to use.
- Internal Dashboard - The internal dashboard was outdated and hard to navigate at times. The data produced by the dashboard was congested and didn't provide the most efficient view for gathering certain customer information.
Likelihood to Recommend
For a simple invoice-based organization, especially with multiple stores, Billtrust is an appropriate fit. While lacking in design and intuitive functionality, Billtrust got the job done as far as receiving payments from customers. However, if you are in a subscription-based business or one that invoices on a frequent repetitive manner, Billtrust may not be the best solution.
