Review bullpen settings

Bullpenning holds invoices until specific mailing criteria are met. There are two reports in Client Connect that show your current bullpen settings.

Bullpenned Invoices report

This report lists all invoices currently in the Bullpen and their Bullpen settings. Invoices are grouped by the internal envelope number they have been assigned. They are mailed when one of the following criteria is met:

• The envelope total amount exceeds a specific threshold.
• The statement date occurs.
• An invoice has been on hold for a certain period of time.

Note: The specific triggers that apply to your account are configured individually. To see the criteria that apply to your invoices, view the Bullpenned Invoices Report in Client Connect.

Bullpen Statistics report

This report summarizes key data from the past 30 days of invoicing activity. The Current Bullpen Settings section shows your current Bullpen settings.

Note: Bullpen settings can only be updated by submitting a request to Billtrust Customer Support.

How to access these reports

1.  Log in to Client Connect.

2.  Select Reports.

3.  Choose either Bullpenned Invoices or Bullpen Statistics.

Need help?

To update your Bullpen settings, contact Billtrust Support through the Support Portal.