Automate Accounts Receivable the Right Way
Help your entire AR department adopt document management by taking the right first step.
Create Customer-Facing Documents Fast
Create professional high-quality documents, like invoices, using customer data.
Meet Customer Expectations
Keep your customers happy by answering their questions promptly, thanks to an AR document system.
See how Johnson Plastics did it.
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Streamline Your Invoicing Processes
Your AR department’s goal is simple: make customers happy and collect timely payments. However, there are many ways manual processes get in the way of customer happiness and a balanced ledger.
- Invoices, purchase orders (POs) customer acknowledgements, and shipping documents are top priority in AR. Manual processes lead to frustration for employees and customers.
- Enterprise resource planning (ERP) systems generate documents you need to reference when creating AR documents. If routing and approval aren’t electronic, you have more steps in your process to print and route.
- Some documents, like proofs of delivery, need to be signed. Others, like invoices, require further action from the customer: payment. But whether you send an invoice by mail or email, it can be difficult to control the process. You’re often left wondering: has the invoice arrived? Has it been approved? When will your company receive the payment?
- And, most importantly, what if your customer calls with a question? If your documents are stored in filing cabinets, it will take minutes—even hours—to find the answer the customer needs.
It's time to automate your Accounts Receivable documents.
If anyone has a question about an order, they can go into Webdocs to look it up. No matter where you are, you can see the information. There’s no need to chase it down.
Ron Caucutt, IT Operations Director, Johnson Plastics
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Take Your First Step to Automated Accounts Receivable
Get your AR automation project off the ground the right way. Our experts will guide you through the process and advise you on which level of automation is right for you to develop an automated accounts receivable system. Schedule your free 30-minute consultation to get started.