Accounts Receivable Automation

Overview

Accounts receivable (AR) automation converts manual invoice follow-up — sending reminders, tracking payment status, escalating overdue accounts — into a system-driven workflow. In B2B ecommerce, where customers pay on net-30, net-60, or net-90 terms rather than at checkout, AR management directly impacts cash flow and days sales outstanding (DSO).

A well-configured AR system reduces DSO by 5–15 days by ensuring follow-up is timely and persistent, eliminates invoices falling through the cracks, and gives the finance team real-time visibility into what is owed and how overdue each invoice is.

When to Use This Skill

• When your B2B customers pay on credit terms (net-30, net-60, net-90) rather than at checkout
• When your finance team spends more than a few hours per week chasing past-due invoices
• When you have more than 50 active B2B accounts and manual tracking is breaking down
• When you need to enforce credit limits and flag accounts that have exceeded them
• When DSO is higher than industry benchmarks and you need to identify the root cause
• When building a wholesale or distribution ecommerce platform with trade accounts
• When you need audit-ready AR records for lenders or investors

Core Instructions