Advanced A/R Management
Reduce your A/R Balance, drive down DSO, and collect cash faster
SaaSOptics’ collections and dunning, statement management, and unique reports allow you to simplify and measure the effectiveness of your A/R Management processes.
Step One
Establish collections cadences and escalation paths
SaaSOptics allows you to create custom collections emails and cadences, or choose from our library to drop customers into directly from the platform. You can also establish pre-defined escalation paths for past-due invoices.
Step Two
Automatically generate monthly statements
Schedule a time of the month to automatically generate statements or manually generate them whenever you need so you never run the risk of forgetting to follow up on an unpaid invoice.
Step Three
Generate unique reports
Easily generate unique reports such as Days Sales Outstanding (DSO) so you can measure the effectiveness of your A/R Management processes.