About the Author: Daniel Cuervo
Recent posts published:
Recent posts published:
Sage 50 Customer Payment Portal: Setup and Features Guide
If you're managing accounts receivable for a business running on Sage 50, you already know how much time gets spent chasing down payments. Customers call to ask about invoices, [...]
Stripe Sage Intacct Integration: Limitations and Native Alternatives
If you're running your business on Sage Intacct, you already know how important it is that everything inside your ERP talks to everything else. Your general ledger, accounts receivable, [...]
Sage Payments Virtual Terminal: Limitations and Alternatives
The Sage Payments virtual terminal has been a reliable tool for businesses that need to process credit card transactions without a physical swipe terminal. It's web-based, accessible from any [...]
Alternatives to Sage Payment Solutions: Better Options for 2026
If your business runs on Sage software and you've been using Sage Payment Solutions for credit card processing, you've probably noticed some changes over the past few years. The [...]
Salesforce Refund Management: Process Returns Efficiently
Most companies put a lot of thought into how they collect payments. The invoicing workflow gets mapped out, payment methods get configured, and reminders get automated. But when a [...]
Salesforce Accounts Receivable: AR Automation Guide
Most companies use Salesforce to manage the entire sales cycle. Leads come in, opportunities move through the pipeline, deals close, and everything gets tracked on the account record. It’s [...]
CRM for Debt Collection: Streamline AR Recovery
Every accounts receivable (AR) team has a similar problem. Invoices go out on time, net terms expire, and then the follow-up process turns into a disorganized mess. Someone checks [...]
CRM Payment Integration: Accept Payments Directly in Your CRM
Let’s say a sales rep closes a deal inside the CRM, updates the opportunity to "Closed/Won," and everyone celebrates. Then the actual payment collection begins, and it’s a completely [...]
Best CRM Billing Software: Integrated Invoicing Solutions
Billing isn’t separate from customer relationships. It is part of the relationship. When a client receives a clear invoice and can pay easily, that experience shapes how they view [...]
CRM Invoice Management: Create and Collect in One System
Most businesses run their client relationships through one system and their invoicing through another. The CRM tracks the deal, the accounting software generates the invoice, a separate payment processor [...]
