Bullpen FAQs

Where can I find my bullpenned invoices?

To view bullpenned invoices, run the Bullpenned Invoices report in Client Connect.

Can I set Bullpen rules for specific accounts/branches?

If your company already has bullpenning active then you can set up specific rules for accounts/branches based on the following criteria:

  • Dollar threshold that must be reached before a bill is sent

  • Max days that a bill can be held*

  • Day of the week that bills are released*

  • Specific monthly date*

*Please note that bills will only be released from the bullpen into an active job. For example, if the "Day of the week" is set for Wednesday and no job is run that day then the bill will not be released from the bullpen. To set up a bullpen override, please contact client services.

Can I release items in the bullpen?

If you would like to release the items that are currently being held in the bullpen you will need to open a case with Billtrust Customer Support. Please note that we cannot release a single document from the bullpen. All documents have to be released together.

Can the bullpen be released with an empty file?

The bullpen will NOT be released if an empty file is sent for processing. The bullpen is only released if documents are processed. If you need your bullpen to be released without a file, open a case with Billtrust Customer Support to request this.

Can I exclude accounts from bullpenning?

Yes. To exclude accounts from bullpenning rules, send a request to Customer Support including the relevant account numbers.

How does Billtrust handle credit memos when bullpenning invoices?

Billtrust's bullpenning algorithms will deduct the amount of the credit memo from bullpenned invoices being held. For example, let's assume your bullpen thresholds are set at $500 and 5 days to hold. If you have 2 bullpenned invoices totaling $300, when we process a credit memo for $100, the new bullpenned total will be lowered to $200. If we then process new invoices for that customer totaling an additional $300, the bullpenned items will be released. If it reaches 5 days before this, all items will be released regardless of the dollar amount.

Note that if you have a separate template for credit memos, we will need to set up this behavior for you. Please contact Client Services if that's the case and we can enable bullpenning of your credit memos.

If a print mail bill is bullpenned is the related e-bill held too?

Yes, the e-bill will be sent only when the print bill is released.

Are inserts stored in the bullpen if Insert360 is used?

No. Inserts are not stored in the bullpen. An Insert360 is only applied when the document is released for delivery, so whatever insert is setup at the time of delivery will be sent with the document.