The Ultimate Accounts Receivable Email Toolkit
Did you know it takes 67% more time to follow up on payments in a manual process than an automated one? AR communications done the old way take a lot of time. And let’s face it. Your AR staff is probably bored with these repetitive, low-value tasks. They want more – and your customers deserve better.
Leveraging automated communications is the smartest move you can make to increase efficiency, customer satisfaction, employee engagement and – most importantly – cashflow.
To make your life a little easier, 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.
In this AR email template kit, we provide you with templates for:
- Customer Welcome
- Payment Reminder
- 30, 60, 90 Days Past Due
- Sales Team Notification
- Payment Received and more!
Below is a snippet of what's contained inside this eBook.
INTRODUCTION
Collecting accounts receivable is no easy task; it takes a combination of organisation, persistence, patience, and the ability to be firm without being offensive. Every communication you send to your customers either gets you closer to — or further away from — being paid.
A solid AR communication will meet certain standards, such as always including the customer’s name, the invoice due date and the amount due. You want to use an urgent tone that gets the issue resolved, but never push too hard or imply that the invoice was deliberately ignored by the customer. You also want to use clear subject lines that get your email noticed.
At the same time, you need to ensure that you’re keeping your sales colleagues informed so that you are aligned on the actions you take. Failure to do this can result in customer experience issues and internal challenges.
We know that sounds like a lot to remember! That’s why we’ve created our Ultimate AR Email Template Kit, containing 20 ready-to-send emails for both your customers and your colleagues. Using this kit will ensure that you can effectively — and delicately — manage every step of the collections process.
Download the full email template kit today!
