Overview

Cut+Dry Pay is designed to display all customer invoice information and allow your customers to easily make single or automatic payments directly in-app.

Find the answers to common questions below.

Cut+Dry Pay integration FAQ

What can my customers do in Pay?

Your customers can:

• Add payment information
• Make single and batch payments
• Set up Auto Pay
• Download invoices and receipts
• Invite bookkeepers to the app

What can my Accounts Receivable (AR) team do in Pay?

Your AR team can do all the same things as customers, plus:

• Set up customers on Auto Pay
• Capture payments on behalf of customers
• Send out payment reminders (both automated and manual)
• Send out statements (both automated and manual)

How does the integration work?

• There is a direct connection via files or API that sends Cut+Dry all invoice details, including line item amounts, taxes, fees, and any other invoice-specific information.
• This direct connection (or integration) updates:
  • Invoice payments
  • Credits due
  • Customer account status (whether on hold or removed from hold)
• In the Pay Requirements Call, you will finalize details like:
  • Invoice terms
  • How credits appear on invoices and statements
  • Whether Cut+Dry should automatically mark invoices as paid in your ERP, or if you prefer to do this manually
  • Sync frequency

How are deposits made?

• Deposits occur on business days—one for ACH payments and one for credit card payments.
• You will receive two reports with each deposit:
  1. The Payment Initiated Report shows which customers initiated payments via:
     • The portal
     • Auto Pay
     • Manual capture by your AR team
  2. The Payout Report details the funds deposited into your account.

     Tip: There are separate reports for ACH and credit card payments.