System and method for scanning and processing of payment documentation in an integrated partner platform
AssigneeBill.com, Inc.
InventorsHenrique Pedreira de Ceribelli, Eric Chan, Mark Orttung, Darren Linscott
Life of this patent
Estimating the term…
Abstract
Embodiments of the present disclosure may be used to scan a check or other payment instrument into an image file and apply a credit to one or more invoices associated with the entity, such as invoices issued by a business partner of the entity originating the check. Where there are multiple invoices outstanding invoices, embodiments of the present disclosure can selectively apply credits to such invoices based on input from the entity and/or based on rules defining how such credit are to be applied to the invoices.
Claims20
A computer-implemented method comprising:
- storing, at one or more servers that are remote from one or more remote computing devices, an invoice from an entity, the invoice comprising a first identifier;
- receiving, by the one or more servers, information associated with a payment instrument from the one or more remote computing devices, the payment instrument comprising a second identifier;
- determining, by the one or more servers, the payment instrument is associated with the invoice based on determining that the second identifier relates to the first identifier associated with the invoice;
- closing out, by the one or more servers, the invoice stored at the one or more servers based on determining the payment instrument is associated with the invoice;
- and
- instructing a remote application program interface (API) executed at the one or more remote computing devices to close out one or more remote outstanding invoices stored in a third-party accounting software executed at the one or more remote computers.
A non-transitory computer-readable medium storing instructions thereon that, when executed by a processor associated with a cloud-based billing system, cause the processor to perform a method comprising:
- storing, at one or more servers that are remote from one or more remote computing devices, an invoice from an entity, the invoice comprising a first identifier;
- receiving, by the one or more servers, information associated with a payment instrument from the one or more remote computing devices, the payment instrument comprising a second identifier;
- determining, by the one or more servers, the payment instrument is associated with the invoice based on determining that the second identifier relates to the first identifier associated with the invoice;
- closing out, by the one or more servers, the invoice stored at the one or more servers based on determining the payment instrument is associated with the invoice;
- and
- instructing a remote application program interface (API) executed at the one or more remote computing devices to close out one or more remote outstanding invoices stored in a third-party accounting software executed at the one or more remote computers.
A cloud-based billing system comprising:
- a remote application program interface (API) to be executed at a remote computer, the remote API in communication with a server associated with the cloud-based billing system over a network connection, the server comprising:
- a processor;
- and
- a memory storing computer-readable instructions thereon that, when executed by the processor, perform the steps comprising:
- storing, at one or more servers that are remote from one or more remote computing devices, an invoice from an entity, the invoice comprising a first identifier;
- receiving, by the one or more servers, information associated with a payment instrument from the one or more remote computing devices, the payment instrument comprising a second identifier;
- determining, by the one or more servers, the payment instrument is associated with the invoice based on determining that the second identifier relates to the first identifier associated with the invoice;
- closing out, by the one or more servers, the invoice stored at the one or more servers based on determining the payment instrument is associated with the invoice;
- and
- instructing the remote application program interface (API) executed at the one or more remote computing devices to close out one or more remote outstanding invoices stored in a third-party accounting software executed at the one or more remote computers.
Dependencies are inferred from the claim text.