Bill & Pay for Deltek Vantagepoint

Invoice level detail and a PDF of each invoice generated by Vantagepoint are synced from Vantagepoint to Bill & Pay, which then sends emails with Payment Links and the PDF invoice to your clients. The Payment Link allows your client to access a PCI-compliant payment portal and make payments via ACH, credit or debit cards. Once a payment is made, funds are transferred to your bank account and payment details are synced back to Vantagepoint. As the payment is associated with a specific customer, project, and invoice, reconciliation is as easy as reviewing and posting the cash receipt.

• Invoice detail and PDF invoices are synced to a PCI-compliant payment portal that electronically sends and presents invoices and Payment Links
• Clients can pay open invoices via ACH, credit or debit card; prepayments are also accepted if a retainer account is set up in Vantagepoint
• Once a payment is made, payment details are synced back to Vantagepoint for easy reconciliation with a few clicks
• Biller accounts offer automated email reminders and customization. Payer accounts allow clients to view open and paid invoices and store forms of payment
• Reduce liability and fraud risk as bank or card data is not exposed or visible to the other party
• No additional Vantagepoint modules or costs
• No separate fee for the integration. A subscription fee for the payment portal may apply. ACH/credit card fees are charged on a per transaction basis, and are reconciled and billed separately
• This integration will require:
• Vantagepoint ERP
• A Payroc merchant account