Media
2 items
Description
Armatic Chrome extension Chrome Extension Overview View key data from your BlueSnap Accounts Receivable (AR) Automation portal while working in your accounting system/ERP so you get a single connected view and don’t have to toggle between multiple tabs. The extension from BlueSnap, powered by Payroc, automatically recognizes the customer record you’re viewing and displays the details from your AR portal. Features of the Chrome Extension: - Real-time customer matching: Automatically detects the customer you’re viewing in your ERP and displays the corresponding BlueSnap AR record, including name, account number, contact information and total balance owed. - View AR account history: See a quick list of invoices with dates and statuses, as well as recent payments with reference numbers and amounts. - Automatic account updates: Refreshes the customer to bring in new information like updated payment methods or account numbers. - Integrate with popular accounting systems: Designed to work with Oracle NetSuite, Sage Intacct, Microsoft Business Central and QuickBooks Benefits of the Chrome Extension: - Single view for faster workflows: Keep your ERP in a single view while seeing your AR portal data, reducing the need to toggle between systems. - Quicker collections actions: Launch invoices, statements, and communications in one click, helping teams follow up quicker. - Improved visibility for AR teams: Align invoice and payment summaries to provide instant status checks without navigating between screens.