Get Paid Faster with Vantagepoint Payments AR Automation

Summary

This article introduces Vantagepoint Payments: AR Automation, which lets firms accept digital payments for client invoices directly within Vantagepoint, automatically syncing payment details back to speed up reconciliation and improve cash flow.

Key Takeaways

  • Get paid faster with digital payments: Clients pay by ACH, credit, or debit card through a secure “Pay Now” link on every invoice, improving cash flow and reducing DSO.
  • Reconciliation happens automatically: Payments sync back to Vantagepoint and match to the correct invoice, project, and customer, cutting reconciliation down to a few clicks.
  • Clients get a modern, self-service experience: A secure portal lets clients view invoice history and store a payment method, without sharing banking details directly with your firm.

If you run an architecture, engineering, or consulting firm, you know that great project work doesn't pay the bills. Getting paid for it does. As a Deltek Vantagepoint user, you also know what happens when those payments aren't connected to your project financials: your team ends up bridging the gap manually, reconciling transactions and working across multiple systems just to keep the books accurate.

Getting clients to pay you promptly is something your accounting team manages every day, and delayed payments can make it harder to pay your own bills on time. Now you can improve your cash flow and reduce days sales outstanding (DSO) by using Vantagepoint Payments to streamline your accounts receivable (AR) process, letting your firm accept digital payments for client invoices produced directly in Vantagepoint.

By giving clients a secure way to pay electronically, you avoid the labor and unpredictability of waiting on paper checks in the mail. And because banking information never needs to be exchanged directly between your firm and your clients, both sides reduce their exposure to fraud.

Here's how it works: once a client invoice is posted in Vantagepoint, the invoice detail and a PDF of the invoice sync automatically to the Vantagepoint Payments portal. Your client receives a notification by email with a “Pay Now” link included, so they can view the invoice and pay by ACH or credit/debit card through a secure portal. Payment details then sync back to Vantagepoint and are matched to the correct invoice, project, and customer, turning reconciliation into a matter of a few clicks instead of a manual process.

Because you don't need to change how invoices are processed in Vantagepoint today, adopting AR Automation doesn't mean learning a new system. It's simply a faster, more secure way to collect on the work your firm has already done.

Streamline Your AR Process

See how Vantagepoint Payments: AR Automation helps your firm cut reconciliation time and get paid faster.

3 Benefits of Vantagepoint Payments: AR Automation

#1: Get Paid Faster and Improve Cash Flow

AR Automation lets Vantagepoint users accept digital payments, including ACH, credit card, and debit card, from clients through a secure payment portal. With a “Pay Now” link built into every invoice and fast settlement times, your firm always knows exactly where receivables stand and can meaningfully reduce DSO.

#2: Manage Payments and Reconciliation in One Place

Vantagepoint Payments: AR Automation keeps every transaction connected to Vantagepoint, automatically matching each payment to its invoice, project, and customer. That means less time spent manually reconciling checks and ACH deposits, fewer entry errors, and Vantagepoint stays your system of record throughout the entire process.

#3: Provide Clients a Modern, Self-Service Experience

Give your clients an easier way to pay, with access to their invoice history, the option to store a payment method for future use, and the confidence of paying through a portal that never requires them to share sensitive banking details directly with your firm.

Vantagepoint Payments: AR Automation gives A&E and consulting firms a modern, seamless way to get paid, without ever leaving the Vantagepoint platform your team already relies on every day.

Vantagepoint Payments: AR Automation

Ready to get paid faster and spend less time reconciling payments?

Contributors

Author

Linda Dininger

Linda Dininger

Senior Product Marketing Manager

Linda Dininger is Senior Product Marketing Manager at Deltek, where she focuses on Deltek Vantagepoint and helps A&E firms drive their businesses forward. With nearly 30 years of experience creating marketing content for architecture, engineering, and construction firms, she brings both industry insight and a practical understanding of how technology can help teams work smarter and achieve better outcomes.

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