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Billtrust is a third-party integration used for invoice management. If an Optimizely <<product-name>> site has Billtrust enabled, it redirects users to the Billtrust system when the user selects **Invoice History** on the website. Billtrust was added as an option with <<product-name>> 4.4.1.

If Billtrust is enabled, invoice data is obtained in real time via a call to Billtrust. The user is redirected to the Billtrust site using a single sign-on (SSO) method, preventing the need for Invoice History data to be stored in <<product-name>> or for the user to sign in multiple times in order to obtain their invoice information.

To enable Billtrust on an <<product-name>> website, consider the following website-specific Settings:

  • **Invoice History** – This setting must be set to **ON** for Invoice History to appear on the website.

  • **Enable Billtrust SSO for Invoice History**: If **YES**, users going to Invoice History automatically are redirected and signed in to Billtrust.

  • The following Settings can be configured only if Enable Billtrust SSO for Invoice History = YES.

    • **Test Mode** – If **ON**, the test URL is used to test integration with Billtrust.

    • **Production URL** – This is the production URL for Billtrust, used when Test Mode is turned OFF.

    • **Test URL** – This is the test URL for Billtrust, used when Test Mode is turned ON.

    • **Client GUID** – This is a unique identifier assigned by Billtrust that identifies the site within Billtrust's system.

    • **Encryption Key** – This is an encryption key provided by Billtrust. If no value is entered, data is passed to Billtrust unencrypted. While this setting is not required, it is highly recommended.

    • **Enable Paper Bill** – If **YES**, the end user still is sent a paper bill after they enroll in Billtrust's eInvoice Connect or Online Billing. This setting is ignored by Billtrust if the implementation is set up to allow user-controlled customer preferences.

    • **Enable Email Notify** – If **YES**, an e-bill notification is sent to users via email. This setting is ignored by Billtrust if the implementation is set up to allow user-controlled customer preferences.

    • **Enable Email Confirmations** – If **YES**, an ACH/CC email notification is sent to the end user when a payment is initiated for settlement. This setting is ignored by Billtrust if the implementation is set up to allow user-controlled customer preferences.

Note

According to the Billtrust SSO integration documentation, Billtrust assumes that a given username can only access a single account (that is <<product-name>> Customer). This could cause an issue if a single <<product-name>> User can access more than one Bill-To Customer.

To use Billtrust as part of your <<product-name>> implementation, contact your implementation partner.