Then it followsthe money.
Send invoices, reminders and statements from one place, each with a link to pay online. Customers' replies come back to an inbox that reads them; a worklist says who to chase today and how. Part payments, payments made in QuickBooks, returns and deductions all land on the right invoice.
Brightline Retail · balance due
$12,400.00
Invoice sent
Sep 1 · to ap@brightline
Reminder sent
Oct 3 · 2 days past due
Part payment · ACH
Oct 9 · $5,000.00 received
Paid in full
Oct 20 · synced from QuickBooks
- Part paymentsBalance, aging and QuickBooks move with them
- A link to payQuickBooks Payments or your own page
- Statements in one clickAs a PDF, or straight to their inbox
- Credits & deductionsReturns, shortages and chargebacks, settled
How it works
Sent, reminded,paid, settled.
Everything a receivable goes through, recorded in one place and mirrored in your books.
- 01
Send
Email the invoice with its PDF to the customer's billing contacts, with a link to pay.
- 02
Remind
Send a reminder for what's left in one click, in your own words from your own template.
- 03
Get paid
Online through the pay link, recorded here as it arrives, or picked up from QuickBooks.
- 04
Settle the rest
Returns, damages and deductions become credit memos, applied to the invoice or left on account.
- 05
Show it
A statement of every open invoice, what's been paid and how late, whenever they ask.
Short payments
Paid short?Settle it, don't lose it.
When a customer takes a deduction, record the gap with its reason: a return, damage, a short shipment, a pricing error or a retailer chargeback. It's held in dispute (and out of your cash forecast) until you accept it with a credit memo or they pay it after all.
- Nine reasons, from returns to chargebacks
- Held out of the forecast while disputed
- Accepted as a credit memo, posted to QuickBooks
- Or recovered, and the invoice closes
INV-3310 · Brightline Retail
Invoiced $10,000.00
Owed
$10,000.00
Payment received · ACH
Paid short by $600.00
Deduction: retailer chargeback
Held in dispute, out of the forecast
What's in it
Everything owed,followed to the cent.
Part payments, properly
Record what arrived, when and how. The balance, the aging and QuickBooks all move with it.
- $5,000
Oct 9
ACH · 7781
- $3,000
Oct 16
Check 2231
- $4,400
Oct 20
Synced from QuickBooks
Statements in one click
Every open invoice, what's been paid, any credit on account and how late, as a PDF or straight to their inbox.
A link to pay
Invoices, reminders, statements and invoice PDFs (with a QR code) can carry a link to pay: through QuickBooks Payments, or your own payment page.
Every customer on one page
What they owe and how late, how they pay, and every invoice, payment and credit with a running balance.
Aurelis Pharma · balance due
$356,280.37
Who to chase today
The collections worklist ranks every overdue account by what's owed, how late, how they usually pay and promises broken, and gives each its next step: a reminder, a call, holding orders, a final notice. Every call and promise stays on the account.
Credit on account, used
Credits that aren't applied yet show on the account and the statement, ready to apply to the next invoice or refund.
Replies read for you
A customer's answer to an invoice or reminder arrives sorted: a question, a dispute, a promise to pay, already paid, a new contact. The step is one click, and the reply is drafted for a person to send.
JBBrightline Retail · Re: INV-2026-0309
“We received this order but 4 pieces were missing. Please credit $192.00 for the shortage.”
A reply is drafted from the record, for you to send.
Their own page
A portal where each customer sees invoices and statements, pays, asks a question or promises a date, and what they do there reaches your team at once.
Brightline Retail · your account
with Harbor & Pine