Billtrust Reviews & Product Details

Billtrust Review – Overall Experience

We use Billtrust daily as part of our billing and accounts receivable process, and it’s become a core tool for our finance operations.

Ease of Use:

The platform is very user-friendly once you get used to it. The layout is clean, and most tasks like sending invoices or reconciling payments can be done in just a few clicks. It’s intuitive enough that even team members with limited tech backgrounds picked it up quickly.

Ease of Implementation:

Implementation was smoother than expected. The Billtrust onboarding team walked us through setup, integration, and data migration step by step. Like any enterprise system, there was a learning curve at first, but their guidance and documentation made the process manageable.

Customer Support:

Customer support has been consistently responsive and helpful. When we’ve run into small issues or needed configuration help, their support team has followed up promptly and resolved things quickly. It’s reassuring to have that level of backing.

Frequency of Use:

We’re in Billtrust every day — invoicing, tracking payments, and running reports. It’s become a “can’t-live-without” system for our AR department because it handles so many day-to-day workflows in one place.

Number of Features:

The platform covers just about everything we need: automated invoicing, online payments, cash application, reporting, and integration with our ERP. The analytics tools are especially useful for spotting trends in collections and cash flow.

Ease of Integration:

Integration with our ERP and accounting system went smoothly. The API connections and data mapping tools are well-documented, and once configured, everything syncs seamlessly. That’s made it easy to maintain accurate, real-time financial data without a lot of manual work.

In short: Billtrust delivers on what it promises — automation, reliability, and visibility. It’s a solid all-in-one AR solution that continues to improve, and it’s been a real asset to our business operations. Review collected by and hosted on G2.com.

What I dislike about Billtrust is mostly minor and tied to usability, not performance. The platform occasionally logs users out faster than expected, and some features—like report customization or document search—could be a little more intuitive. When new updates roll out, there’s sometimes a short learning curve for the team to adjust. That said, their support team is responsive and quick to help when something needs clarification, so none of these have been deal-breakers. Review collected by and hosted on G2.com.

The interface looks nice. Other than that, I still like the product. Review collected by and hosted on G2.com.

If duplicate payments come in for a specific Invoice number, t can be difficult to locate duplicate payments. Review collected by and hosted on G2.com.

I like the Billtrust to use because it makes the work easy & fast the match review, correlation makes the work automates and best customer support we get while assist is in problem we get the solution best support from the team. Review collected by and hosted on G2.com.

Billtrust is great but there is little mismatch in assist but it is not software mistake it is because the all names with same business name. Review collected by and hosted on G2.com.

The ability to automatically email invoices, when we previously had to batch them together and email them manually is a huge time saver. Review collected by and hosted on G2.com.

The only issue I have is we have customers with multiple ship to's, and if invoices need to go to different email addresses for each ship to, we need to add a new bill to for that customer. Review collected by and hosted on G2.com.

Billtrust has further improved its automation and reporting, capabilities, making invoice tracking and payments reduce manual follow ups improve visibility of customs payments, and helps the team manage AR more effectively Review collected by and hosted on G2.com.

Currenlty, there are on major issue. However, enhancing customization option in reports and improving response time for support queries could make the experience even better. Review collected by and hosted on G2.com.

I really appreciate Billtrust for its ability to allow customers to either create an account or make a one-time payment. This feature significantly enhances the payment process because it makes it quick and straightforward for new customers to make payments without requiring them to have an existing account with our company. This convenience is highly valuable, particularly when dealing with new customers who may not yet be fully integrated into our system. Additionally, I find the initial setup of Billtrust to be relatively easy and user-friendly, which is crucial for efficient onboarding. It seamlessly connects with TCD, which our collections team uses, indicating strong compatibility with other tools. Overall, my experience with Billtrust has been positive, as reflected in my high likelihood to recommend it to others. Review collected by and hosted on G2.com.

I dislike the requirement for needing an invoice number to create an account when a customer might not have an invoice yet. This can be problematic because if we do not have a customer in the system yet, they cannot create an account. We typically invoice after the work is completed, so this presents a barrier for new customers looking to set up their account ahead of time. Review collected by and hosted on G2.com.

I find Billtrust incredibly easy to use, which makes it very convenient for managing my daily routines in billing. The application is quick, particularly when downloading information, which significantly reduces the time it takes to resolve various tasks. I appreciate how quickly it processes invoices and provides account details, simply by entering an account and invoice number. This ease of use makes my daily operations seamless and efficient. The setup process is straightforward as well, with logging in being a breeze through simple username and password credentials, which I can save to Google to ensure daily functionality with just a click. The client tool in Billtrust is very valuable to me as it facilitates efficient client connections and offers thorough documentation for managing client needs. Overall, Billtrust's speed, ease of use, and the specific tools it offers contribute greatly to my workflow, and I'm impressed by its performance compared to other tools that I have used in the past. Review collected by and hosted on G2.com.

I don't have any major issues with Billtrust, but it could be more precise when it comes to handling older invoices or those with a lot of information. Review collected by and hosted on G2.com.

I find Billtrust incredibly easy to set up and use, which is a major plus for efficiency. It reliably pulls up the information I need, making the process seamless. Sending past-due invoices to clients has never been easier, ensuring that payments are made quickly and accurately. I appreciate the accuracy of the data it provides, as it shows precisely which invoices are outstanding and from when, giving us a clear view and helping maintain our records accurately. The real-time capability to access and send client invoices is invaluable, enhancing our workflow and ensuring timely client updates. Overall, the performance and precision Billtrust offers are outstanding, making it a tool I wouldn't hesitate to recommend to others. Review collected by and hosted on G2.com.

Sometimes searching for a client's name is tricky, and you have to use a few different ways to find someone. It would be helpful if the search feature was more intuitive and didn't necessarily require specific details like a person's middle initial. Review collected by and hosted on G2.com.

I truly appreciate the automation capabilities of Billtrust, which significantly streamline our processes. The automation not only prevents the need to manually trigger events but also autonomously handles tasks such as sending out statements and reminders to our smaller accounts. This feature alone has effectively reduced our workload, allowing us to focus on other critical areas of our business. The fact that these processes are now more hands-off means that I can recoup valuable time that was previously spent managing these tasks manually. Moreover, the user management system in Billtrust is noticeably better and friendlier compared to our previous vendor. The aesthetic appeal and efficiency of its user interface contribute to a more pleasant user experience. Review collected by and hosted on G2.com.

I am frustrated with the lack of integration between Billtrust's email system and Microsoft Outlook. It would be much better if the email functionality was modeled to match Outlook, especially with features like the 'conversation' view to manage email threads more efficiently. The current setup, where each email in a thread appears individually rather than grouped, leads to confusion and requires extra steps to follow up on emails. This impacts my efficiency and makes communication more cumbersome. Additionally, the initial training provided through Billtrust was inadequate. Many lessons did not apply to my needs, and essential insights about day-to-day usage were missing, discovered only after weeks of use. Lastly, while Billtrust excels in handling smaller accounts with its automation features, it does not meet the needs of larger accounts in my portfolio effectively. Review collected by and hosted on G2.com.

I appreciate how easy and smooth the setup process was when I started using Billtrust, which made the transition effortless. I love how Billtrust has made handling credit applications much smoother compared to the previous paper applications system. It centralizes everything, making it simpler to send links to customers and keeping everything in one place, which significantly streamlines my workflow. The system's ease of navigation stands out as a particularly useful feature, as it allows for quick and efficient management of all tasks without confusion. I value the fact that Billtrust operates as an all-in-one program, consolidating everything into a single platform rather than having to juggle multiple systems. This convenience makes my job much easier, and overall, everything about Billtrust would make me choose it again. Review collected by and hosted on G2.com.

There isn't anyhting I don't like about BillTrust Review collected by and hosted on G2.com.