Toolbx
For CFOs, controllers, and AR managers

Payments apply themselves in Toolbx and post into your ERP

Count the unapplied cash on this month's aging. A Pro pays in Toolbx without your team matching the payment by hand.

Your ERP stays the system of record.

Book a demo See how it works
A dealer's back-office desk: one person working at dual monitors beside a desk phone
93%ACH payment adoption
Nation's Best

Lower DSO. Less fraud and bad debt. Hours back for AR.

Toolbx dealers average 20–30% lower days sales outstanding. On Adyen-powered fraud protection, the fraud rate for Toolbx dealers is 0.001%. Nation's Best reports ~3 hrs/day AR team time saved.

Cash in sooner

Pros get a faster way to pay, with fraud checked on the authorization

A Pro pays an invoice, statement balance or order deposit by card or ACH from the portal or a link. Toolbx applies the payment to what it covers. A deposit stays tied to its order, so when a line changes, the amount due changes with it.

LMBR YARDBUILDING MATERIALSDealer admin
J

Order TB-83947

Open

Harley Homes · Dave Kruger · LMBR YARD Richmond

Edit order
2x4x10 SPF Dimensional Lumber40$1,692.00
2x6x92-5/8" SPF Precut Stud24$1,128.48
1x8x8 Premium Knotty Cedar Fence Board6$214.50
Order subtotal$3,034.98

Deposit request

for order TB-83947

Amount due now

$1,269.53

Send payment link
  • Links by text or email, with open tracking
  • Promises to pay, or scheduled installments
  • Adyen fraud scoring on the authorization
Time back for AR

The payment applies in Toolbx before the submission reaches your ERP

Your ERP sends invoices and statements to Toolbx. Toolbx applies each payment to what it covers and sends the payment submission back. The detail included with that submission varies by ERP and version.

Your ERP

BisTrackSpruceEagleProphet 21EclipseAgilityFrameworksPaladinDeacomGenetiqSandbox ERP

Toolbx

PaymentsOrdersQuotesProducts & pricingInvoices & ARCustomer accountsJobs & job sites
  • The store location and who took the payment
  • Credit notes and finance charges import separately
Reconciliation and cost

One report shows what each payment settled and what it cost

The transfer report breaks each bank deposit into its payments, with every row tied to a statement, invoice or order number. Fees sit beside the amount settled. If you're covering the card fee, moving that Pro to ACH brings the cost down.

Reports

Balance TransfersOnline PaymentsPayment EventsPayment FeesBulk ActionsPayment Failures

Bank Transfer Details

$12,026.11Settled

Deposited Aug 12, 2026 · 6 payments

Operating account •••• 7304
Statement Payment: 663889$6,357.32
Payment Submission · Kettle Creek Builders
Statement Payment: 112399$3,120.19
Payment Submission · Ridgeway Framing
TB-83947$1,493.53
Order · Harley Homes
TB-92022$739.49
Order · Beacon Hill Contracting
Invoice Payment: 923793$230.34
Payment Submission · Northmount Renovations
TB-83961$85.24
Order · Alderwood Homes
Total deposited$12,026.11
Transfer reference AUG122-4918Download CSV
  • Card or ACH, with a surcharge on card only
  • Every processing cost itemized by payment
  • CSV export for transfers, payments and fees

Nation's Best

“The best benefit for the AR team has been the automation of payments being applied. That has been life-changing on our side because our old portal did not automatically apply payments at all.”
April Hayes, Credit & A/R Manager at Nation's Best.April Hayes, Credit & A/R Manager, Nation's Best

93%

ACH payment adoption

~3

hrs/day AR team time saved

$50M+

in annual payment volume

Read their story

More ways to keep receivables moving

The portal that collects is the one your Pros order in, so the invoice and the order it came from stay on the same account.

  • Track promised payments

    Record the amount and date. Toolbx sends reminders and flags a missed promise.

  • Put balances on a plan

    Put a past-due balance on scheduled installments, with a retry if one fails.

  • Keep reminders running

    Set the trigger, timing and message. Reminders run without another manual send.

Where finance connects

Frequently asked questions

Every supported ERP sends invoices and statements to Toolbx and receives payment submissions. Payment application happens in Toolbx. The detail included with the submission varies by ERP. We'll confirm yours on the call.

Bring a statement and this month's aging

In 45 minutes, we'll follow a payment through Toolbx, run the fee math on your statement, and confirm what your ERP receives.

Book a demo

45 minutes with a product specialist.