Invoice & Account Matching
With account matching, Lighthouse can also significantly cut down on the manual effort surrounding the new customer on-boarding process. We accomplish this by matching customer data points provided by the lockbox customer via an upload file, to incoming payments. We can then send a file of those customer data points along with their actual payment activity back to the lockbox customer.
For example, non-profits could upload customer information for upcoming acquisition campaigns. Later, as Lighthouse processes aquisition campaign responses, we automatically append name, address, email and phone information to incoming donations records. We then send these augmented records to the non-profit to import into their donor campaign system. By incorporating donor information in with the payment record, we’ve effectively fully automated the on-boarding of new donors for the non-profit.
To learn more about how we can augment a lockbox relationship with our Invoice and Account Matching service, call or email Lighthouse Payment Services.
If you expect more from your lockbox service provider, reach out and get in touch with us today!
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Lighthouse Payments Services is a third-party provider of bank-branded lockbox service. We offer both wholesale lockbox service and retail lockbox service as well as many other solutions designed to benefit your cash management clients.
331 Montvale Avenue
Woburn, MA 01801
Sales: (617) 365-1898
Service: (781) 279-0901
Fax: (781) 279-0903