Differences Between Integrations?
Not all integrations work the same way. This guide explains the key differences so you can understand what to expect from your specific setup.
Integration Hierarchy
Alternative Payments supports connecting multiple integrations, but they operate in a priority hierarchy:
Primary
Main billing source
The integration your invoices sync from. This is the system of record for your AR.
Secondary
Additional sync
A second integration that can sync invoices alongside your primary. Useful if you bill from multiple systems.
Tertiary
Supplemental
A third integration for partners with complex multi-system environments.
Most partners use a single primary integration. Multi-integration setups are configured during onboarding with your Customer Success Manager.
Key Differences: Accounting vs. PSA
Invoice sync
Yes
Yes
Payment status sync-back
Yes
Yes
Deposit recording
Yes -- deposits recorded to a selected bank account
Varies by PSA
Partial payments
Supported across all accounting integrations
Supported, behavior varies by PSA
Contact sync
Billing contacts
Billing contacts (some PSAs sync only billing-specific contacts to avoid notification spam)
PDF Invoice Handling
Some integrations support syncing the native PDF version of your invoices so customers see the exact document you generated. The following integrations do not support native PDF sync -- customers will see the Alternative Payments-rendered invoice instead:
QuickBooks Desktop
Microsoft Dynamics 365 Business Central
Xero
Zoho Books
NetSuite
FreshBooks
SuperOps
If native PDF display is important to your workflow, confirm support for your integration during onboarding.
Accounting Integrations
QuickBooks Online
The most widely used integration on the platform. Syncs invoices, records payments, and writes deposit details back to a bank account you select in QuickBooks Online. Full PDF invoice support.
To learn more: QuickBooks Online x Alternative Payments
QuickBooks Desktop
Supports the same invoice sync and auto-reconciliation as QuickBooks Online but uses a connector application for communication since Desktop is not cloud-native. Does not support native PDF sync. Partners select a bank account in QuickBooks Desktop for deposit recording.
To learn more: QuickBooks Desktop x Alternative Payments
Xero
Syncs invoices and auto-reconciles payments directly within Xero. Does not support native PDF sync.
To learn more: Xero x Alternative Payments
NetSuite
Enterprise-grade integration for partners on Oracle NetSuite. Syncs invoices and reconciles payments back to NetSuite. Does not support native PDF sync. Suited for larger organizations with complex chart-of-accounts structures.
To learn more: NetSuite x Alternative Payments
Microsoft Dynamics 365 Business Central
ERP integration for small to mid-sized companies on Business Central. Syncs invoice details and auto-reconciles payments. Does not support native PDF sync.
To learn more: Business Central x Alternative Payments
Zoho Books
Syncs invoices from Zoho Books and reconciles payments back directly. Does not support native PDF sync.
To learn more: Zoho Books x Alternative Payments
FreshBooks
Cloud accounting integration designed for small businesses. Syncs invoice details and auto-reconciles payments back to FreshBooks. Does not support native PDF sync.
To learn more: FreshBooks x Alternative Payments
Sage Intacct
Integration for partners using Sage Intacct as their accounting platform. Syncs invoices and reconciles payments. Designed for mid-market and enterprise organizations with multi-entity or multi-dimensional reporting needs.
PSA Integrations
HaloPSA
Syncs invoices and auto-reconciles payments back to HaloPSA. Syncs only billing contacts for each customer (not all contacts), which prevents invoice notifications from going to the wrong people.
To learn more: HaloPSA x Alternative Payments
ConnectWise
Supports both ConnectWise Cloud and ConnectWise On-Premise. Syncs invoices and auto-reconciles payments back to ConnectWise directly. One of the most established PSA integrations on the platform.
To learn more: ConnectWise x Alternative Payments
Autotask
Datto Autotask PSA integration. Syncs invoices and auto-reconciles payment status back to Autotask.
To learn more: Autotask PSA x Alternative Payments
SuperOps
Unified PSA-RMM platform integration. Syncs invoice details and auto-reconciles payments back to SuperOps. Does not support native PDF sync.
To learn more: SuperOps x Alternative Payments
Specialized Integrations
DataGate
Specialized integration for partners using DataGate for telecom and mobility billing. Syncs DataGate invoices into Alternative Payments for collection and reconciliation.
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