Automated invoicing, secure payments & tax compliance
Accelerate Cash Flow with Dynamics GP
Speed up collections and eliminate manual tax reconciliation. SalesPad secures your revenue with workflow-gated payment links and automated AR statements, ensuring every transaction is fully compliant and synchronized with Dynamics GP.
Our Commitment
“Our promise is simple: we’re here for the long haul. Cavallo will support SalesPad for GP for at least the next ten years — and longer for customers who continue to rely on us. Because our commitment isn’t to a timeline, it’s to the people and businesses who’ve built their success with us.”
Mike Biwer
CEO, Cavallo
The collections drag
Why Manual Billing Chokes Cash Flow
The transition from order fulfillment to cash collection is often the slowest part of the cycle, creating cash flow friction, compliance risk, and unnecessary labor costs. If your financial team is stuck in a manual holding pattern, you are likely facing:
Manual payment chasing
Wasting staff time collecting sensitive card data over the phone slows down deposits and increases PCI compliance risk.
Compliance friction
Lacking the granular control to enforce “ship complete” requirements for major customers leads to invoice disputes and delayed payments.
Fragmented receivables
Navigating complex National Account hierarchies without a structured way to track collections activity or aggregate parent-child aging reports.
Tax management headaches
Manually tracking tax laws and calculating sales tax adds extra overhead and tax compliance risk.The solution
SalesPad for GP
SalesPad centralizes financial control by automating the journey from digital payment collection to scheduled AR statement delivery, ensuring you get paid faster, more securely, and with total ERP synchronization.
Frictionless revenue capture
Integrated Payments and Accelerated Invoice Processing
SalesPad streamlines fulfillment to payment by integrating directly with modern processors to accelerate cash flow while maintaining strict PCI compliance.
Workflow-gated payments
Eliminate phone collections. Users can generate a secure payment link (via PayFabric by Global Payments or Square) from the sales document. Workflow rules can then prevent fulfillment until the payment link is paid by the customer.
Flexible capture options
SalesPad supports multiple captures for authorization transactions (via PayFabric or Square). This allows you to capture funds incrementally as inventory ships for backorders.
Gateway surcharges
Automatically apply fees for credit card transactions. The system supports adding surcharges to the document as a miscellaneous charge or a specific sales line item, ensuring accurate cost recovery.
Invoice generation controls
Implement granular compliance. Use specific settings to strictly control whether partial invoicing is allowed or if an order must ship complete, preventing disputes with major clients.
Ecommerce synchronization
The Order Invoiced Export automatically updates external ecommerce platforms (Shopify, Adobe Commerce, WooCommerce), triggering payment captures and closing the website order to ensure complete financial synchronization.
Strategic collections
Automated Statements and Centralized AR Control
SalesPad provides the visibility and automation required to simplify receivables tracking and execute dunning activities for even the most complex account hierarchies.
Automated AR statements (via Automation Agent)
Schedule and deliver receivables statements automatically. Full support for National Accounts allows you to aggregate parent and child aging buckets for a single, true picture of total customer liability.
Structured collections activity
Generate interactions directly from sales documents and review consolidated history on the Customer Card. This allows collectors to log calls, set follow-ups, and track the entire dunning history in a structured, audited manner.
Receivables visibility
The Customer Card provides immediate visibility into open receivables, displaying the customer’s outstanding balance broken down by aging buckets, allowing users to drill down to specific invoices.
Integrated cash receipts
Process payments for posted receivables without leaving the application. Charge new or saved cards (wallets) against outstanding invoices while keeping sensitive data secure in the cloud.
Audit-proof compliance
Automated Tax Calculation and Safeguards
SalesPad removes the burden of manual tax maintenance by integrating with industry leaders to ensure every transaction is calculated accurately and recorded correctly.
Tax provider integration
Automate compliance by integrating with Avalara (AvaTax) or Thomson Reuters (ONESOURCE), eliminating the need for manual tax schedule maintenance within GP.
Automated orphaned transaction cleanup
Solve a major technical headache. If a sales document fails to save in your ERP, SalesPad automatically voids the corresponding uncommitted tax transaction in the external tax software, keeping the tax console clean and preventing reconciliation errors.
Configurable request timeouts
Prevent system freezes during network latency. Define exactly how long the system waits for a tax service response, ensuring that a slow external server never brings your high-velocity fulfillment to a halt.
Advanced exemption logic
Use built-in scripting hooks to manage complex tax rules. This allows you to intercept and modify tax data—such as specific customer exemptions or non-taxable item logic—before it is submitted to the provider, ensuring 100% accuracy on every invoice.
Tailormade for Your Distribution Needs
Flexibility Through Add-Ons and Integrations
SalesPad creates a unified, high-velocity platform for Dynamics GP by centralizing your fulfillment and finance workflows, integrating proprietary automation with industry-leading payment and tax compliance providers.
SalesPad Products
Automation Agent
The unattended scheduling platform that drives recurring financial tasks. It automates Transfer to Invoice jobs and schedules the delivery of AR statements to customers. Download (.pdf).
Invoicing and Collections Integrations
Payment Integrations
Streamline invoicing and collections with PayFabric by Global Payments (.pdf) and Square (.pdf). Generate payment links directly from sales documents, allowing for the automatic retrieval of payments and creation of cash receipts once settled.
Tax Integrations
Simplify tax compliance with Avalara (.pdf) (AvaTax) and Thomson Reuters (.pdf) (ONESOURCE). Automatically calculate sales tax and validate addresses in real-time on sales documents, eliminating the need for manual tax schedule maintenance within the ERP.
eCommerce Integrations
Streamline the order-to-cash cycle by automating the export of invoicing data to update web store order statuses, triggering customer notifications, capturing pre-authorized payments upon ERP invoice creation, and supporting partial invoicing scenarios to ensure financial accuracy between the ERP and the web store. Download (.pdf).
Customer Success Story
LightBulbs.com
By leveraging the Square payment integration, high-volume eCommerce distributor LightBulbs.com achieved the stability and seamless processing necessary to handle their massive order volume and significantly accelerate their order-to-cash cycle.
“We do over $10 million a year in credit card transactions. For us, uptime is absolutely key. Since we’ve been live with the SalesPad and Square integration, we’ve had zero downtime. This integration allows us to manage our volume and our growth. Now, we spend less time doing the same amount of work.”
Paul McLellan
Former President at LightBulbs.com
FAQ
How does SalesPad eliminate unsecure phone payments and help us collect cash faster?
SalesPad replaces risky phone-based collections with secure payment links (via PayFabric or Square). Instead of asking for sensitive card data over the phone, your team can email a secure URL directly from the sales document. To accelerate the collection cycle, you can use workflow rules to gate the order—for example, automatically preventing a document from moving to the warehouse for picking or shipping until the payment has been confirmed.
What happens to the tax transaction if the sales document fails to save in Dynamics GP?
SalesPad includes built-in safeguards to prevent orphaned tax transactions in your external tax software. If a sales document fails to save in Dynamics GP due to a network error or system timeout, SalesPad automatically sends a command to void the uncommitted tax transaction in AvaTax or ONESOURCE. This ensures your tax console remains accurate and eliminates the need for manual, line-by-line reconciliation between your ERP and your tax provider.
Can SalesPad handle capturing payments incrementally for backorders or split ecommerce shipments?
Yes. SalesPad supports multiple captures for authorization transactions through PayFabric and Square. This allows you to capture funds incrementally as items ship, which is critical for backorder scenarios where inventory is fulfilled in stages. Additionally, the Order Invoiced Export job ensures that your ecommerce platform (Shopify, Adobe Commerce, or WooCommerce) is updated the moment an invoice is generated, triggering the final payment capture and closing the order on the website.
How can SalesPad automate AR statements and collections for customers with complex (parent/child) account structures?
The Automation Agent AR Statement platform is designed specifically for complex National Accounts. It can be scheduled to automatically aggregate parent and child aging buckets into a single, comprehensive statement, ensuring the customer sees their total liability across all sub-accounts. SalesPad also allows collectors to generate structured interactions from call lists, providing a permanent audit trail of dunning activities and follow-ups directly on the Customer Card.
Does SalesPad allow us to control whether partial invoicing is permitted for major customers who demand "ship complete" orders?
Absolutely. SalesPad provides granular partial invoicing settings that can be enforced at the global, batch, or individual sales entry level. You can strictly prohibit the invoicing of any order marked as “ship complete” until every line item is fulfilled. This ensures full compliance with your customer contracts and prevents the administrative headache of managing disputed invoices for incomplete shipments.