CASE STUDY

How Advanced Ag Products Scaled Nutrition Solutions with CustomBooks

Name: CustomBooks
Author: CustomBooks

Watch: Advanced Ag Products + CustomBooks. See how Advanced Ag Products streamlined financials, inventory, and operations to focus on growth.

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Watch: Case Study Interview

The Challenge

AdvancedAg Products, a family-owned innovator in all-natural livestock nutrition, developed its flagship By-O-Reg+ line of feed supplements to offer farmers an alternative to synthetic additives with research-backed efficacy and targeted release technology. As the company grew rapidly, they needed to be able to offer their customers more payment options and the option to charge a credit card processing fee if their customer chooses to pay by credit card.

Key pain points

Advanced Ag is paying credit card fees for their clients costing them thousands of dollars per month.

Our Solution

CustomBooks™ provided an option on the Sales Invoice to pay by check, ACH, or bycredit/debit card. The selected payment option will be recorded on the CashReceipt. If the credit card option is chosen, Advanced Ag will have the option to add a processing fee.

Implementation highlights

Customers will be able to choose a check, ACH, or credit/debit card when clicking Make Payment from an invoice email.
The selected payment method will be recorded on the cash receipt.
Credit/debit card payments will automatically include a processing fee
The invoice will display two totals:
○ One total for cash/check/ACH
○ One total for credit card, reflecting the additional processing fee

Quick Facts
100+ Hours Saved
Estimated from interview
_____________________________________

Client
Advanced Ag Products — Interview with Janel K and Sarah F

Primary Modules
Sales | Accounting | Print Templates | Security Settings

Timeline

Tags
CaseStudy | Sales | Accounting | Print Templates

These capabilities freed up critical time, letting the team focus on product innovation and customer service rather than administrative overhead.

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Results & Impact

Customizing the Credit Card Processing Fees saved thousands of dollars.

Metric

Before

After

Manual Processing Burden

High

Significantly Reduced

Loss of Revenue

High

Significantly Reduced

How Advanced Ag Products Uses CustomBooks

Streamlined order-to-cash with integrated invoicing and payment processing
Inventory and production workflows that grow with demand
Bills of materials and assembly features for feed product lines
Real-time insights into stock levels and financials

“Support is the best, bar none. If anyone asked, I’d say Yes, you need CustomBooks.”
— Janel K., Advanced Ag Products, LLC

About the Customer

Advanced Ag Products (By-O-Reg+): Advanced Ag Products is a South Dakota-based, farm-family owned company that develops all-natural livestock feed supplements designed to support gut health, performance, and nutrient absorption across species including poultry, pigs, cattle, and more. Their By-O-Reg+ portfolio leverages CF²⁰ coating technology to deliver essential oils to the lower GI tract and has gained traction with producers seeking research-backed alternatives to synthetic nutrition solutions.

Headquarters: Canton, South Dakota, USA
Industry: Nutraceutical Livestock Nutrition
Founded: 2008
Website: https://byoreg.com/

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Transcript & Resources

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