Quadient AR Collections Workflows

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

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

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.

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.