The Ultimate in Accounts Receivable Software
Automating communications boosts productivity while freeing up time and energy for other tasks.
Cruise Control for AR
With AR Workflow, records of your accounts receivable efforts and their results are kept in one user-friendly place.
Active Workflows
Powerful but easy to use, Actions Timeline lets you increase engagement and enhance precision by creating customised follow-up plans. Define the type and frequency of automated reminders your customer or customers will receive. Opt for email templates or craft custom messages.
We’ve had a 75% reduction in manual tasks, and nothing falls through the cracks.
Natalie Hart
SERVPRO of Northeast San Antonio
Start Free Trial NowCustomizable Templates for Email and SMS Messages
With a selection of meticulously crafted emails & SMS templates for payment reminders, you’re never at a loss for words. For a personal touch, customize them.
Payment Deposits makes following the money simple:
- Get a detailed transaction description for a deposit, including any fees paid.
- See a breakdown of the various transactions grouped into each deposit.
- Search all deposits.
- Use custom date ranges to narrow your search.
We eliminated 10 hours of manual activities each week!