Don’t Let Customers Pay Late

Get Paid

Running a business without collecting payments is like starting a marathon with a parched mouth and an empty stomach. You won’t succeed.

To get paid, you must send out accurate invoices, to the right contact with the right information and in a timely manner. It’s often a tedious process, dependent on multiple data points (remittance info, how much is owed, outstanding balance, etc.) And it can be even more tedious if your process is heavily paper-reliant. Tracking down information, printing, addressing, mailing and stamping are all time-consuming and administrative heavy. However, with accounts receivable automation you can substantially speed up the process and reduce the amount of resources (both labor and supplies) needed to support AR.

You know how to leverage accounts receivable automation from to get invoices out the door. Now, we’ll talk about how that automation affects the AR process after an invoice reaches your customer.

Your Branded AR Payment Launch Pad

You’ve just authorized to send an invoice to a customer. Your customer receives an email sent via that not only clearly identifies the email’s purpose but also contains a link to the invoice. With a few clicks, they can review the invoice.  

What’s great here is how they review the invoice. The link in their email takes them to your company’s branded and secure payment portal, where customers can review their current and past invoices, ask you questions and pay. The experience is seamless, professional and efficient. Plus, you and your client can also accomplish this via the mobile app. Overall, the branded portal creates a trail of communications and sets the stage for the next step in accelerating your AR process.

Digital Payments  

Often, payment itself is what slows down the collection process. A check takes time for your customer to cut. She then needs to get it signed and mail it. You get it, it’s deposited during the next bank run and then you have to wait for it to clear. The process can take weeks, months, or longer. makes it easy for your customers to pay by automatically offering a variety of electronic payment options. Do they want to pay by ACH or credit card? No problem. They can visit your secured and branded portal, enter the information and authorize the payment.  

The digital payments enable your business to get paid faster. When the invoice is delivered, customers can hit a button and complete a secured payment process online. The money travels directly from your customer’s account to your bank account. If they select a credit card payment, even offers the lowest merchant rates available and no hidden fees.

Your customer has multiple digital options for payment to make it easy for them. You get the money more quickly–it’s a better experience for all parties involved.

Recurring Invoices and Payments

Accounts receivable automation takes digital payments one step further with recurring invoices and payments.  

Your business can set up a repeating invoice for customers. That means on the date selected (say once a month or quarter), will automatically send your customer their invoice. It’s easy for your business and timely, consistent and convenient for the customer.

Even better, customers can authorize recurring payments to you through They select the option to pay invoices and confirm the payment source. They no longer have to manually arrange their payments and their service continues uninterrupted. On your end, you get an electronic payment on a regular date. By allowing recurring payments, your company reduces administrative work and instills a guaranteed cash influx on set dates–a boon for cash flow management.

We Have Our Customers’ Payments—Now What?

You have your payments or (better yet) recurring payments. You still, however, have to reconcile those payments with your accounting software. For some businesses, this means manually entering data into a system (or multiple systems)–more time-consuming work that you might not want to do or pay a bookkeeping or accounting firm to complete. eliminates the need for double data entry by integrating with your accounting software (QuickBooks, Xero, Netsuite, and Intacct). When payment is made through, the information syncs with your other systems. This cuts out any extraneous (and error-prone) labor and ensures that you have the most accurate information for review and reporting.

Are you ready for accounts receivable automation?

May 31, 2017
Mark Gervase
Director, Product Marketing,
Mark works with accounting firms and bookkeepers to grow their businesses and achieve efficiencies through automation and cloud technologies. He is a former CPA, has a background in financial technology, and holds an MBA and BA in Economics from the University of California Berkeley.