Section Guides

The Payments Section provides you with the details of all payment and payment-related activity across your entire customer base. Here you can find a...

Suppli offers the ability* to authorize a card transaction, then run the card for the exact amount you need it for after the fact. Many of our merchan...

This sub-section contains a record of each Promise to Pay (or P2P ) made by a customer. Each P2P is indicated by a clickable "card" that will ope...

This sub-section contains a record of every Payment Plan created for a customer. Each Payment Plan is indicated by a clickable "card" that opens up ...

This sub-section contains a record of each invoice Refund for a customer. For each refund, you can find the following information: Refund Date:  The...

In this section, you can find a list of all  Invoices ,  Credit Memos ,  Deposits,  and  Finance Charges  across all of your customers. To navigate be...

The Deposits sub-section provides an overview of all Deposits across all of your customers. Within Suppli, a deposit is treated as an "advanced pa...

The Credits section provides an overview of all open and applied Credit Memos across all of your customers. Here you can easily filter/sort invoic...

Suppli allows you to Request Payment from your customers via both email and text . Once a payment is requested, your customers will receive a mes...

In this section, we will discuss how to receive partial and full payments on invoice(s). While full invoice payments can be made from both the Merchan...

An Invoice Dispute arises when a customer has an issue with an invoice. Invoice disputes can be created from both the Merchant Portal and Customer P...

This article provides an overview of how ACH Payments in Suppli work, including funding, return codes and account verifier. Once an ACH payment is ...

3D Secure (3DS) is an authentication protocol designed to reduce fraud and enhance the security of online credit and debit card transactions. It adds ...

Manual override lets you update an invoice’s outstanding balance directly, without creating a new charge or payment. This can be used to adjust an inv...

The Reports section provides valuable insights through pre-configured reports that can be easily exported via Excel or CSV . Reporting is organ...

Here you can find a list of pre-configured A/R-related reports. To access an individual repor t, simply click on a row.  The following reports can...

Here you can find a list of pre-configured, payments-related reports. To access an individual repor t, simply click on a row. The following reports ...

In this section, you'll find a few reports outside the A/R & Payments categories.  The following reports can be found in this section: Accepted Users ...

The Settings Section allows you to adjust your Company Information , internal Team Management , customer Payment Settings, and Customer Notific...

The Company Information tab allows you to add and edit important information about your Company. This information will be visible to your customers ...

The Team Management tab allows super admin users to add, edit, or remove internal team members .  When opening this page, you will see a table o...

In this section , you can adjust your company's payment settings  for all your customers . The payment settings that can be adjusted include:  Credit...

The Customer Notifications section lets you manage which notifications are sent to your customers. You can turn each notification on or off, dependi...

There are three settings specific to the Customer Portal that can be changed within the AR Automation > Portal Settings category: Customer Portal Anno...

This section allows you to customize which emails you want to receive in certain situations. These email notification settings are specific to your pe...

Here, you can edit your personal information, including your first and last name, email, phone number, and password.  Please note that your email ser...

By default, Suppli sends emails to your customers from our shared domain. With a custom sending domain, those emails come from your address instead — ...

If your domain is registered with GoDaddy, follow the steps below to add the DNS records that Suppli provides during your custom email domain setup. M...

If your domain is managed through Cloudflare, follow the steps below to add the DNS records that Suppli provides during your custom email domain setup...

If your domain is managed through Namecheap, follow the steps below to add the DNS records that Suppli provides during your custom email domain setup....

The Customers Section is a digital file cabinet for all things related to your customers. Access this section when performing actions or looking up ...

Every customer in Suppli has their own Customer Overview   section that summarizes their account and provides a summary of customer-related Notes. O...

The Customer Invoices section is where you can find invoices related to a specific customer, including: Outstanding Invoices Paid Invoices Credits...

The Customer Projects section lets you easily manage project-level risk , invoices, and information in one central location.  Each project is i...

The Customer Info section is where you can store important information related to a customer, including General Info , Company Contacts (includin...

The Customer Payments section  provides details of all payment and payment-related activity for a particular customer. In this section, you'll find t...

The Customer Settings section allows you to define customer-specific settings . Specifically, you can change some payment settings and notification...

The Customer Activity section contains a chronological timeline of all activity related to a customer in Suppli. Click on any activity card to vie...

Use the Documents Section to view and store documents related to a specific customer. To Add a Document, select the "+ Add a Document" button in t...

The Dashboard is the first screen you see when logging into Suppli. Here, you'll get a snapshot of your entire accounts receivable (A/R) portfolio ...

On the Dashboard page, you can find graphics that allow easy visualization of important statistics . Summary tables of your largest outstanding and...

The Dashboard will display the following alerts at the top right of the page: New Pmt Issues: issues related to payments, such as failed payments or ...