Accounts Receivable with Customer Portal Module

Streamline your customer invoicing and payment collection processes with online self-service

Overview

The Accounts Receivable (AR) module helps you manage customer invoices, track payments, and monitor outstanding balances to improve cash flow and customer relationships. With automated workflows, comprehensive reporting, and a customer portal, you can optimize your receivables process, reduce days sales outstanding, and provide customers with real-time visibility into their account status.

Key Features

Customer Invoicing

Create and manage professional invoices with customizable templates and automated delivery.

Payment Processing

Process and record customer payments through multiple channels including credit cards, ACH, and checks.

Aging Reports

Track overdue invoices with detailed aging reports to prioritize collection efforts.

Collection Management

Automated reminders and collection workflows to reduce days sales outstanding.

Financial Reporting

Comprehensive AR reports including customer statements, collection analysis, and cash flow forecasting.

Multi-Currency Support

Handle international customers with multi-currency invoicing and exchange rate management.

Customer Portal

Provide customers with secure online access to view invoices, make payments, and check account balances in real-time.

Benefits

Improved cash flow with faster collections
Reduced administrative overhead through automation
Better customer relationships with accurate and timely invoicing
Enhanced visibility into receivables and customer payment history
Increased customer satisfaction through self-service portal access
Seamless integration with General Ledger and other financial modules
Customizable workflows to match your business processes

Ready to improve your cash flow management?

Contact our team to learn more about how the Accounts Receivable module can benefit your organization.