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InLattice Document Portal

InLattice Document Portal is a web-based service for companies to exchange and manage documents like invoices, purchase orders and payment information with customers and vendors. InLattice Document Portal will help eliminate paper, fax, email based documents and streamline the business processes.

Examples of business processes supported include:

Send customer invoices - Customers can view invoices through email link. Supports confirmation of invoice receipt, attachments, online discrepancy resolution and many other features.
Invoices can be created on the web or imported from accounting packages like QuickBooks.
Process online payments from customers - Request for online payment of invoices using Paypal, Authorize.Net, Google Checkout and other payment gateways.
Process vendor invoices - Receive vendor invoices on the web. Supports workflow like online approval, discrepancy resolution, posting of web based invoices to QuickBooks.
Create bank ACH NACHA file - Customers can authorize ACH payments online. Similarly, you can pay vendors with direct deposit using bank ACH account. InLattice allows you to create NACHA file with a click of a button.
Send purchase orders and payment information to vendors - Supports attachments, confirmation of receipt of documents. Vendors can view the historical documents on the web.

InLattice can also be used by factoring companies, to receive invoices from their clients.

Since 2006, more than 1500 customers and vendor accounts are liked using InLattice in the US, UK, Ireland and China.









Accounts Receivable Automation

Your company can
Create Invoices on the web or import it from QuickBooks
Attach supporting documents, if any
Send invoices to customers as an email link
Confirm customers have received invoices
Request online payment using a merchant account like Authorize.Net, PayPal, Google Checkout etc. 
Request ACH payments from customers and create NACHA file for authorized payments. 
Post payments to QuickBooks
Resolve discrepancies online

Sample Inlattice Screens








Vendor Account - Invoice Drafts Folder
Your customers can
Receive emails with link to invoices
Review invoices, attachments online
Resolve discrepancies

Other Options
Approve invoices
Post invoices to QuickBooks
Pay invoices using Credit Card
Authorize ACH payments online
Send PO and payment information to your company








Customer Account - Invoice Document






Accounts Payable Automation

Your company can
Receive invoices and attachments online
Approve invoices and route it to Accounting Department
Resolve discrepancies online
Post invoices to QuickBooks
Send PO and Payment information to your vendors from QuickBooks
Pay invoices through direct deposit using bank ACH account and notify vendors
Pay invoices using credit card



Sample Inlattice Screens








Customer Account - Invoice Inbox
Your vendors can
Create Invoices on the web or import it from QuickBooks
Attach supporting documents, if any
Send invoices to customer
Get paid with direct deposit and see the payment status
Confirm the status of the invoices
Request online payment using a merchant account like Authorize.Net, PayPal, Google Checkout etc. 
Resolve discrepancies online
Receive PO and Payment information from your company








Vendor Account - Create Invoice


 

What is new? InLattice supports ACH Transactions and NACHA file.
Testimonials "Inlattice is a tremendously helpful system to my business. It gives my customers a great alternative to paper invoices."

Alexander L. Forbes
Tidewater Auctions, LLC

"InLattice is a reliable, creative, cost effective, unique solution. I will keep actively suggesting InLattice to appropriate QuickBooks users."

Michael Block, CPA
QuickBooks-Add-Ons.com