Features Overview 2.0
Reduce AR balance and get cash in the door faster.
SaaSOptics' collections and dunning features allow you to automate AR management in your business so you can spend less time chasing down payments and more time on expanding your business.
Determine when you want your customers to pay
In order to manage AR in SaaSOptics, you will first need to sync your sales orders into the system. You can do that manually or by connecting your CRM to SaaSOptics.
Configure your invoicing themes
Tell SaaSOptics what information about your customers and sales orders you’d like to capture or choose from our default invoicing themes.
Send your invoice
Enjoy flexible invoicing options including sending in bulk, subsets, or one-offs. You can also choose to manually send invoices or have them sent automatically.