Trace AR continues to be a flexible, easy-to-use solution for companies looking to save time and money with accounts receivable automation. See what new features merchants can now use.
by Jeremy Boogaart
For businesses using Trace AR to send digital invoices, accept secure payments, and automate accounts receivable, we’ve made several exciting updates that will help optimize your business processes as well as improve the customer experience.
Trace AR for Business Central Updates
Batch Payment Reconciliation: Easily pull batch details and match it to payments for faster bank account deposit reconciliation.
Accept ACH payments with Trace ACH: Accept ACH as a payment option wherever payments are accepted within Business Central.
AR Aging Report: Create a custom screen to view all open invoices for all customers, with the ability to use custom aging bands, use custom account statuses, assign users to individual accounts and filter the report by assignee. You can also view details of each customer's invoice, accept payment for invoices, and email invoices and statements from the report.
Client Portal: Provide customers with a personalized portal to
View, pay and manage their outstanding invoices
Track their invoice history
Add or update preferred payment methods
Trace AR for QuickBooks Online Updates
Early Pay Discounts and Late Payment Penalties can now be applied.
Payment-On-File: Merchants can require a payment on file with an invoice and can receive notifications when a customer puts a payment on file.
The B2B payment experts, PayTrace specializes in accounts receivable automation and credit card processing, making accepting secure payments affordable and easy. With solutions for ACH, interchange optimization, surcharging, and more, the PayTrace platform is built on the solid foundation of a B2B payment gateway that’s trusted by 40,000 merchant businesses.
B2B companies have historically been rooted in outdated, manual processes. Even today, with digital options readily available, we still see that more than 60% of B2B payments are submitted via paper ...
PayTrace is excited to return to the Scaling New Heights conference this year as a silver sponsor. A leading accounting technology event, Scaling New Heights provides the tools, education and ...
This webinar took place May 20, 2026. WATCH ON DEMAND > In this Webinar In this joint webinar, Sam Johnson, Partner Success Manager at PayTrace, and Gretchen Staubly, Head of Growth Marketing for ...
Sign up to get the finest right here from PayTrace.
More of a social being? Join our community on YouTube and LinkedIn.