What key collection and accounts receivable metrics are provided by Quadient AR?

Quadient AR’s main dashboard provides you with a complete overview of your AR situation. The collection KPIs include: Current and Outstanding Invoices Days Sales Outstanding (DSO) Average Days to Pay (ADP) trends Current vs. Overdue invoices Cash Flow Prediction Email Reminders Overview Daily Cash Collected over a specified time horizon

What is a collections workflow?

Simply put, a collections workflow is a communication tool that automatically sends correspondence to your customers based on the credit and collections stage of the invoice (ex. current, soon to be due, overdue). It can also send internal correspondence, keeping stakeholders informed about the AR collections process. Quadient AR’s collections workflow lets you... Automatically include the sales team in correspondences Receive notifications when emails have not been opened Alert AR/collections team when to call specific customers Automatically include a PDF of all open invoices via email to customers

Can we integrate into an ERP or billing solution that is not currently supported by Quadient AR?

Absolutely. Quadient AR has a REST API that exposes the most commonly used capabilities for interacting with Quadient AR. Invoices, credit memos, payments, customers, and contacts all sync directly from the source accounting or billing application. This allows the business to seamlessly connect all business applications and CRM technologies to provide a unified collections automation experience for the customer.

Does Quadient AR integrate into my ERP to pull the invoice, billing, and vendor contact details? What is that data used for?

Yes, Quadient AR pulls all invoice details (customer data, open/closed invoices, payments, and billing contacts) through our seamless integration. Quadient AR automates follow-up on your accounts receivable process using your invoice due dates. We provide in depth analytics on your accounts receivable collections process to quantify how your collection times and DSO are improving. By uploading billing contacts from the source ERP/Billing system to YayPay, we provide users with CRM functionality to log and track all customer communication.

Collection software for AR workflows

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Make collections effortless

Pawn off the tedious collections tasks you hate dealing with to advanced AR automation and finally eliminate manual work while preventing forgotten or lost invoices from falling through the cracks.

Get paid 34% faster
3X your AR efficiency
Reduce bad debt by 25%

Boost AR agility

Build and edit workflows in a matter of seconds with Quadient AR’s easy-to-use, no-code interface. Check out how easy it is to manage existing steps and add new ones.

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What you can automate with collection software

Dunning letters

Credit monitoring

Dispute management

Anything else you can imagine

ServiceRocket

The consistency of how the business is running, knowing nothing is falling through the cracks...as a CEO that's priceless. I know that we have a world-class workflow and receivables operation because we have Quadient AR.

— Rob Castaneda

CEO

Featured resources

The AR collections playbook

Download The accounts receivable collections playbook to unlock 3 proven workflows that get you paid

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Choose Your Words Carefully: How To Write An Effective Dunning Letter

How to write effective dunning letters

Read this article to learn how to create an effective dunning letter.

Read the article

The AR email toolkit

Our Ultimate AR template kit contains over 20 customer-friendly emails for every AR touchpoint. Use this template kit as a foundation to build your best-in-class automated AR communications workflow.

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Quadient AR collections software FAQs

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Collection workflows