For finance and AR teams
Credit limits that enforce themselves
Less chasing, cleaner books and a clear view of what is owed.
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Your questions, answered
What finance and AR teams ask us
Do credit limits really enforce themselves?
Payment options are tied to each customer's credit limit and receivables status, so customers buy within the limits you set, and you can adjust them any time.
See credit managementWhich payment methods are supported?
Cards, ACH, net terms and Konek bank payments, through the gateway you already use. Stripe, Moneris, Square, Clover and VersaPay are connected.
See paymentsHow are payments applied to invoices?
In full or in part, with a record behind every transaction showing which invoices each payment covered.
See payment detailsHow do we follow up on overdue balances?
Monitor overdue balances in real time, send bulk payment requests, share payment links by SMS and email, and track each request's status.
See accounts receivableDoes it sync with our accounting and ERP?
Yes. ToolSwift connects to QuickBooks, NetSuite and ERPs such as Epicor, ECI and DMSI, and keeps invoices and payments in sync.
See integrationsCan customers see their own statements?
Yes. Customers see credit limit, available credit, invoices, statements and payment history in their account, and can download them.
See the customer portalHow do returns and refunds work?
Return and refund policies are set once, per product or category, and applied automatically to eligible orders, including full and partial refunds.
See policiesCan we get reports on a schedule?
Yes. Analytics reports can be exported, scheduled or emailed, respect user roles, and include ERP data.
See analytics
In practice
A day for the AR team
- 1
Morning: see what is owed
Open balances, collected amounts and overdue amounts in one view.
- 2
Midday: send requests
Bulk payment requests and links by SMS and email.
- 3
Afternoon: apply payments
Payments applied to invoices, in full or in part.
- 4
End of day: books match
Invoice and payment records sync with your ERP.
Built for you
What finance teams get
Credit-aware checkout
Orders respect each customer's credit limit and AR status automatically.
Learn moreFlexible payments
Net terms, ACH, cards and Konek, with major gateways connected.
Learn moreAR management
Balances, invoices and statements, visible to you and to the customer.
Learn moreERP and accounting sync
Connect QuickBooks, NetSuite and ERPs such as Spruce, BisTrack and Eagle.
Learn moreCustomers pay themselves
Customers see balance and available credit and pay invoices online or in the app.
Learn morePolicies in one place
Return and refund policies and account rules, set once.
Learn moreSee it in action
Every invoice, with its status
Paid, pending and overdue at a glance, with the remaining balance on each.
- Statuses for every invoice
- Remaining balance per invoice
- Records ready for reconciliation
General
Analysis
Customer
Sales Channels
Integrations
Invoices
Every invoice for every customer
Related
See what ToolSwift does for your business
Book a demo and we'll walk through the platform with your catalog and your workflow in mind.
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