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Pulse Lockbox

Pulse Lockbox

Streamlines the processing of customer payments — remittances are imported electronically from your bank, Amazon, Shopify, Wayfair, EDI or customer spreadsheets and matched automatically to open invoices in Macola®.

Overview

Pulse Lockbox eliminates manual keying of customer remittances. It imports your bank’s lockbox or cash-receipt file — as well as remittance files from Amazon, Shopify, Wayfair and other sources — and automatically matches each receipt to unpaid customer invoices in your Macola® accounts receivable.

The software is careful before it posts anything. It detects partial payments, duplicate payments and incorrect invoice numbers; when a receipt cannot be matched, convenient drop-down menus let you select the correct customer and invoice. You review the whole batch — every receipt matched and balanced against A/R — before posting to Macola®.

Pulse Lockbox works with Macola® Progression and ES, can be customized to your remittance formats, and includes unlimited training and phone support. A companion product, Pulse Web Payments, automatically imports individual customer payments from Amazon, Shopify and similar sites into Macola®.

Key capabilities

  • Imports bank lockbox files, marketplace remittances, web-based EDI payment files, Excel and text files
  • Automatic matching to unpaid invoices in the Macola® A/R file
  • Detects partial payments, duplicate payments and incorrect invoice numbers
  • Drop-down resolution for unmatched receipts — pick the right customer and invoice in seconds
  • Review and balance every entry on screen before posting
  • Customizable to your bank’s file format; unlimited training and support included

Guides in this documentation hub

Resources on leahyconsulting.com

Support & contact

Our team is glad to help with anything from a quick question to a full implementation.