Billing & Collections
Reduce your A/R Balance and get cash in the door faster
SaaSOptics' collections and dunning features allow you to automate A/R management in your business so you can spend less time chasing down payments and more time on expanding your business.
Step one
Determine when you want your customers to pay
In order to manage A/R 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.
Step Two
Configure your invoicing themes
Tell SaaSOptics what information you’d like to display on your invoices or choose from our standard and ready-to-go invoicing themes.
Step three
Send your invoice
Enjoy flexible invoicing options including sending in bulk, groups, or one-off. You can also choose to manually send invoices or have them sent automatically.
