Accounts Receivable — Under 100 People

What This Process Does

Accounts Receivable at this size is about getting invoices out fast, getting paid before cash runs out, and knowing which customers are late. You likely have 20–500 customers, invoice 20–200 times per month, and one person (often the same person doing AP) handles billing and collections. You don't have a dedicated collector, a dunning engine, or a lockbox — you have email, a payment link, and follow-up calls.

The core loop: finish the work (or hit the billing milestone), send the invoice, give the customer an easy way to pay, track who's paid, chase who hasn't. Complexity comes from edge cases: disputed invoices, partial payments, credit memos for returns, and customers who simply stop responding.

Start Here: ERP•AI Templates

Use ERP•AI's Small Business Invoicing template — recurring invoices, Stripe/ACH payment links embedded in the invoice PDF, auto-reminders at 3/14/30 days overdue, and QBO/Xero sync. For subscription-based businesses, the Subscription Billing template handles MRR, proration, upgrades/downgrades, and failed-payment dunning. Deploy and customize only where your billing cadence actually differs from the template defaults.

Build — Setting It Up

With Agents