Stop Stitching Together Your Payments Stack. Do It All Inside Ordway.
Join us for an exclusive session where Ordway’s Founder/CEO and product team will walk through the complete invoice-to-cash payments lifecycle, live demos included. Learn how Ordway handles payment collection, cash application, reconciliation, disputes, refunds, and accounting all inside a single integrated platform.
Webinar Length: 25 Minutes
Description
Most finance teams are managing payments across too many disconnected systems – a billing platform here, a payment gateway there, manual bank reconciliations in spreadsheets, and a separate process for handling disputes and chargebacks. The result is a reconciliation mess that eats up days at month-end close.
Ordway Payments solves this with a single, integrated invoice-to-cash solution. In this webinar, Ordway’s CEO Sameer Gulati and the payments product team will show you exactly how it works — from generating invoices and collecting payments through multiple channels, to applying cash, reconciling your bank statements, managing disputes, and uploading journal entries directly to your GL.
Whether you’re already using Ordway Payments or evaluating it, this session will give you a clear picture of what’s available today and what’s coming later in 2026.
Speakers:
Sameer Gulati — CEO and Founder, Ordway
Max Rosenberg — Vice President of Client Service, Ordway
Ordway Payments Webinar
Topics Covered
Self-Service Payment Collection
Ordway supports payment collection through multiple channels:
- Online Checkout for new accounts, upgrades, and renewals
- On-Demand hosted payment pages and billing portal links
- Auto Pay via card or ACH debit for recurring billing
- ACH credit to your bank account
- Domestic and international wire transfer to your bank account
- Check deposits via lockbox or remote deposit capture
AI-Powered Cash Application
Manual cash application, downloading bank files and matching deposits to open invoices is one of the most time-consuming tasks in AR. Ordway’s AI handles it automatically:
- Matching incoming ACH, card, wire, and check payments to the correct invoices
- Split payments across multiple invoices
- Consolidated payments covering multiple accounts
- Net card payments where processing fees have been deducted
Payment Methods
Automated payment runs including authorization, clearing, and settlement via
- Cards – Visa, Mastercard, American Express, Discover
- North American Bank Transfer – US ACH Debit, Canadian PAD
- UK & European Transfers – SEPA Direct Debit, BACS Direct Debit
- Digital wallets – PayPal, Apple Pay, Google Pay*
- Buy Now Pay Later*
Payment Accounting & GL Upload
Ordway generates all the journal entries needed for accounting:
- Revenue subledger that tracks details of payments
- JEs for payments received, processing fees, refunds, and disputes.
- Push summary or detailed journal entries directly to your ERP
- Integration with QuickBooks, NetSuite, Sage, Xero, and others.
- No manual entry, no spreadsheet exports
Payment Failures
We’ll also walk through what happens when
- Backup payment methods are automatically tried
- Dunning emails notifying customer of payment failure
- Retries automated with cards
- Custom workflows to escalate internally
Dispute Management for Chargebacks
Ordway automates the full chargeback workflow for credit card payments in the same interface you use for billing:
- Dispute initiated by the customer
- Chargeback applied by the issuing bank
- Notice sent to your team
- Evidence submission
- Review and adjudication
- Win/loss notification
*Coming Soon
About the Presenters
Sameer Gulati
Founder & CEO
After having launched several billion-dollar finance applications at some of the world’s leading ERP companies, Sameer Gulati founded Ordway in 2018 with the vision of building a more flexible billing and revenue automation platform. He wanted to free customers from the constraints that many of the incumbent, rigid financial systems suffered. Over the past few years, Sameer has led Ordway through a period of rapid growth and outside investment as the company has begun to disrupt the recurring billing and subscription management category.
Max Rosenberg
VP of Client Services
Max oversees all new implementations as well as the customer success and professional services teams, which is charged with implementing, enabling, and growing all of Ordway’s accounts. His team works closely with finance directors, controllers, and revenue operations professionals at hundreds of SaaS and cloud companies to optimize their subscription billing, revenue recognition, accounts receivable, and investor metrics reporting.
