Quick Receivable helps finance teams eliminate follow-ups and late payments by automating invoice tracking and reminders inside Salesforce.
For many businesses, getting paid on time is a constant challenge. Delays in receiving payments disrupt cash flow, slow down operations, and create unnecessary stress for finance teams. Chasing late invoices takes valuable time away from strategic work, and inconsistent follow-ups often leave money stuck in limbo.
The solution? Accounts Receivable (AR) automation—a technology that streamlines the invoicing and payment process, helping businesses collect payments twice as fast while improving accuracy and efficiency.
What Is Accounts Receivable Automation?
Accounts Receivable Automation is the use of software to handle the repetitive tasks involved in sending invoices, tracking payments, sending reminders, and reconciling accounts. Instead of depending on manual spreadsheets or individually sent emails, AR automation centralizes these functions into a single, efficient workflow.
With AR automation, you can:
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Send invoices instantly after a sale or service
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Track payment status in real-time
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Automatically send reminders before and after due dates
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Offer multiple online payment options
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Match payments to invoices without manual data entry
The goal is simple—reduce delays, eliminate errors, and make it easier for customers to pay on time.
The Problem With Manual AR Processes
When AR is managed manually, businesses often face:
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Late invoice delivery that delays payments
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Missed follow-ups when due dates pass unnoticed
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High risk of errors from manual data entry
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Limited visibility into outstanding receivables
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Inconsistent processes across teams or departments
These issues not only lengthen the time it takes to collect payments but also harm customer relationships and financial planning. A slow AR cycle increases Days Sales Outstanding (DSO), which limits available working capital.
How AR Automation Helps You Collect 2× Faster
Automation speeds up collections by streamlining every stage of the payment process.
1. Instant Invoice Delivery
Invoices are generated and sent immediately after a transaction. Customers receive them faster, and the payment clock starts ticking right away.
2. Scheduled Reminders
Automated, professional reminders ensure customers never forget due dates. They can be set to go out before the deadline, on the due date, and after if needed—without manual tracking.
3. Multiple Payment Options
Customers are more likely to pay quickly when they have convenient methods—credit card, bank transfer, digital wallet—linked directly in the invoice.
4. Self-Service Portals
Clients can view, download, and pay invoices anytime through a secure portal, reducing back-and-forth communication delays.
5. Faster Dispute Resolution
Automation systems flag discrepancies instantly, allowing your team to resolve issues before they become payment blockers.
Benefits Beyond Faster Payments
While collecting money sooner is the main attraction, AR automation delivers other valuable benefits:
✅ Improved Accuracy
Automation eliminates typos, incorrect totals, and duplicate invoices by pulling information directly from your accounting or ERP system.
✅ Time Savings
Your finance team spends less time on manual follow-ups and reconciliations, freeing them to focus on strategic tasks like forecasting.
✅ Better Cash Flow Management
Real-time visibility into outstanding receivables means more accurate budgeting and planning.
✅ Professional Customer Experience
Polished invoices, timely reminders, and easy payment options improve client satisfaction.
✅ Scalability
As your customer base grows, the system can handle higher invoice volumes without adding more staff.
What to Look for in AR Automation Software
Choosing the right platform is essential to getting the most from automation. Look for tools that offer:
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Customizable invoice templates
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Automatic scheduling of invoices and reminders
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Integration with payment gateways for online transactions
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Customer portals for self-service
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Accounting software integration (QuickBooks, Xero, NetSuite)
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Multi-currency and tax compliance features
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Reporting and analytics to monitor DSO and payment trends
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Strong security measures to protect financial data
Real-World Results
Companies using AR automation regularly report:
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40–60% lower DSO
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Up to 2× faster payment collection
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50–75% reduction in manual AR workload
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Fewer disputes and faster resolution times
For example, a mid-sized service firm implemented AR automation and reduced overdue invoices by 55% in just three months. By offering online payments and automated reminders, they also improved client satisfaction scores.
Is AR Automation Right for Your Business?
If your company:
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Handles a high volume of invoices
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Struggles with late payments
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Spends excessive time chasing receivables
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Wants predictable cash flow
…then AR automation can deliver immediate benefits. Even small businesses find it valuable, especially those with recurring billing or subscription models.
Conclusion: Faster Payments, Healthier Business
Collecting payments faster isn’t just about speed—it’s about financial health, stability, and growth. Manual processes are prone to delays, errors, and inefficiencies, but automation turns accounts receivable into a smooth, predictable workflow.
Automating your AR process means:
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Invoices go out instantly
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Reminders are consistent
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Customers can pay quickly and easily
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Your team spends less time chasing payments
The result is stronger cash flow, better customer relationships, and more time to focus on what matters most—growing your business. If you want to collect payments twice as fast, AR automation is no longer optional—it’s essential.