Streamline AR Collections in Salesforce

Prioritize overdue accounts, manage collection workflows, track promises to pay, resolve invoice disputes, and follow up with customers using AI-powered collections tools in Salesforce.

AI Collections Dashboard • Promise-to-Pay Tracking • AI Collection Calls • Dispute Management • Go Live in 4 Weeks

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Fortune 1000 Proven
100% Salesforce-Native
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What Is Accounts Receivable Collections Software?

Accounts receivable collections software helps B2B finance teams manage overdue invoices and customer follow-up. It gives collectors a clear view of aging balances, payment history, promises to pay, disputes, and collection activity. Teams can prioritize accounts, automate routine follow-ups, track broken promises, and monitor collections performance from one place.

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How AR Collections Differs From Dunning and Debt Recovery

AR collections is the active process of managing overdue customer accounts, contacting customers, tracking payment commitments, and resolving issues that delay payment.

Dunning focuses on scheduled payment reminders and follow-up messages before and after an invoice becomes overdue.

Debt recovery usually refers to later-stage efforts to recover seriously delinquent debt, which may involve an outside collection agency or other recovery steps.

These processes can work together. Quick Receivable brings collections workflows into Salesforce and connects them with related AR processes such as payment reminders, disputes, credit, and reporting.

The Problems With Manual AR Collections

Why Manual AR Collections Breaks Down at Scale

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Collectors cannot prioritize large account portfolios manually

Without clear priorities, collectors may focus on the largest balances or the most recent requests. Other overdue accounts can sit untouched, which can increase aging and delay cash collection.

Payment promises are tracked in spreadsheets

When a customer promises to pay on a specific date, the commitment needs follow-up. Spreadsheet tracking makes it easy for broken promises to get missed or checked too late.

Limited visibility into collector performance

Without a central view, managers may struggle to see collector activity, stalled accounts, broken promises, and overall collection results.

Too much time spent on routine follow-up

Manual emails, calls, account reviews, and status checks take time. Automating routine work gives collectors more time to focus on accounts that need direct attention.

How Accounts Receivable Collections Works

A strong AR collections process moves from account review to customer contact, payment commitment, follow-up, dispute resolution, and reporting. Quick Receivable supports these steps in Salesforce.

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Prioritize overdue accounts

Review overdue balances, aging, payment behavior, disputes, and risk signals to identify accounts that need attention first.

Review account and invoice history

See invoices, payments, promises to pay, disputes, customer communications, and credit information in one place.

Contact customers

Send collection emails or make collection calls based on the account's status, history, and priority.

Record promises to pay

Record the promised amount and payment date so the commitment stays connected to the invoice and account.

Follow up on missed promises

When a promised payment is missed, trigger the next follow-up without relying on a manual spreadsheet check.

Resolve payment disputes

Track the dispute owner, reason, status, and resolution while keeping collection activity aligned with the status of the invoice.

Measure collection performance

Monitor overdue AR, DSO, aging, collector activity, promises kept, broken promises, disputes, and other collection KPIs.

Capabilities

Accounts Receivable Collections Software Features

Give your collections team one place to prioritize accounts, manage customer follow-up, track promises to pay, handle disputes, and measure results inside Salesforce.

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Account Intelligence

AR Account Visibility and AI Priority Scoring

Every account shows total AR, overdue balance, credit limit, aging buckets, payment history, and AI Priority Score on a single screen. Use payment behavior and account risk signals to focus collectors on the accounts most likely to affect cash flow.

  • Prioritized worklists based on overdue balance, aging, risk, and payment behavior
  • Credit limit and past-due balance shown together
  • Aging balances grouped by 30, 60, 90, and 120+ days
  • Assigned collector shown on each account
AR Collections Capabilities
AI Collection Calls

AI Collection Calls for Overdue Accounts

Not every customer responds to email. AI Collection Calls provide automated voice follow-up for overdue accounts from Salesforce. Use routine invoice follow-up calls and follow up on missed payment promises, while recording the call outcome and sentiment on the account.

  • Broken Promise Call after a missed payment commitment
  • Invoice Follow-Up Call for past-due outreach
  • Call outcome and sentiment recorded on the account
  • Dashboard view of calls, promises to pay, and unanswered calls
>AI Collection Calls
Promise Tracking

Promise-to-Pay Tracking and Broken Promise Follow-Up

When a customer commits to a payment date, record the promised amount and date on the invoice. The promise stays connected to the account, making it easier to see missed commitments and take the next follow-up step.

  • Promised amount and date recorded on the invoice
  • Missed promises added to the account's broken-promise history
  • Broken Promise Follow-Up email template
  • Full promise history available on the account
Promise Tracking
Prioritization

AI Insights for Collections Prioritization

AI Insight reviews available account data such as overdue balances, payment behavior, disputes, and credit usage to assign an AI Priority Score. It can also suggest a next action, helping collectors decide where to focus without reviewing every account manually.

  • AI Priority Score for each account
  • Account signals used to support collection prioritization
  • Suggested next action based on available account data
AI Insights
Collections Email

Collections Email Management in Salesforce

Keep customer emails, templates, and follow-up history connected to the account. Your team can use ready-made collection templates and quickly find past conversations without searching across personal inboxes.

  • Shared collections inbox
  • Templates for statements, reminders, disputes, and broken promises
  • Search and filter messages by sender, subject, or category
  • Collection history connected to the customer record
Collections Email
Dispute Management

Invoice Dispute Management for AR Collections

Record disputes against invoices and keep each issue visible until it is resolved. Collection reminders can pause while a dispute is open, helping your team avoid chasing an invoice that is under review. Track the dispute owner, reason, status, and resolution history in Salesforce. Short payments and customer claims can be managed through AR deductions management.

  • Collection reminders can pause on disputed invoices
  • Dispute owner, reason, and status visible on the record
  • Full resolution history
  • Portfolio view of open disputes
Dispute Management

AR Collections KPIs and Metrics

Give finance leaders a clear view of collection performance with Salesforce dashboards for the metrics that matter most.

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Days Sales Outstanding (DSO) Total accounts receivable Current vs. overdue AR AR aging Past-due balance Promise-to-pay rate Broken promises Collection Effectiveness Index (CEI) Collector productivity Recovery rate Dispute volume Dispute resolution time Cash collected

To model the cash flow impact for your own portfolio, use the DSO calculator or the AR ROI calculator.

Benefits of Accounts Receivable Collections Software

A structured B2B collections workflow can help finance teams reduce manual work, improve follow-up, and give managers a clearer view of overdue receivables.

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  • Reduce DSO by focusing collection work on accounts that need attention
  • Collect payments faster with timely and consistent follow-up
  • Reduce repetitive work with automated collection workflows
  • Track promises to pay and missed commitments
  • Resolve invoice disputes with clear ownership and status
  • Improve collector productivity with prioritized worklists
  • Give finance leaders better visibility into overdue AR and collection performance
  • Keep customer, invoice, and collection activity connected inside Salesforce
Who It Is For

Who Uses AR Collections Software?

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CFO and VP Finance

Monitor DSO, overdue AR, cash flow, and collection performance.

AR Director

Manage collection priorities, workloads, and portfolio performance.

Collections Manager

Assign accounts, monitor promises, review activity, and manage escalations.

AR Collector

Work prioritized accounts, contact customers, record promises, and follow up on overdue balances.

Credit Manager

Review credit exposure, payment behavior, and account risk alongside collection activity.

Salesforce Administrator

Manage a Salesforce-native collections workflow without adding a separate system for collectors.

Collections Software

What to Look for in Accounts Receivable Collections Software

The right collections platform should fit the way your finance team already works. Look for these core capabilities:

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01

Account prioritization

Help collectors decide which overdue accounts need attention first based on balance, aging, payment behavior, risk, and other available signals.

02

AR aging and account visibility

Give collectors and managers a clear view of current and overdue balances, aging buckets, payment history, and account activity.

03

Promise-to-pay tracking

Record promised payment dates and amounts and make missed commitments easy to identify.

04

Customer follow-up

Support email and other collection channels so teams can follow up without losing the history of customer conversations.

05

Dispute management

Keep disputed invoices visible and connect each issue to an owner, status, reason, and resolution.

06

Collection workflows

Automate routine follow-ups and escalation steps while allowing collectors to handle accounts that need personal attention.

07

Reporting and KPIs

Track DSO, overdue AR, aging, promises to pay, collection effectiveness, collector activity, and other metrics.

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Salesforce integration

If your team already works in Salesforce, consider whether the platform is native to Salesforce or requires another application and integration layer.

FAQ

Accounts Receivable Collections Software FAQs

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What is accounts receivable collections software?

Accounts receivable collections software helps B2B finance teams manage overdue invoices and customer follow-up. It can help collectors prioritize accounts, track promises to pay, manage disputes, automate routine follow-ups, and monitor collection performance.

What does an accounts receivable collections team do?

An accounts receivable collections team follows up on unpaid invoices, contacts customers, records payment commitments, resolves payment issues, manages disputes, and works to collect overdue balances while maintaining customer relationships.

What is the difference between AR collections and AR automation?

AR collections focuses on collecting overdue customer balances and managing the follow-up process. AR automation is broader and can include payment reminders, collections, disputes, credit management, cash application, and AR reporting.

What is the difference between AR collections and dunning software?

Dunning software usually manages scheduled payment reminders based on invoice dates or aging. AR collections software covers the broader process of managing overdue accounts, including customer conversations, promises to pay, disputes, escalations, and collector actions.

How does AI help with accounts receivable collections?

AI can review account data such as overdue balances, aging, payment behavior, disputes, and credit information to help prioritize collection work and suggest next steps. AI can also support customer follow-up through features such as automated collection calls.

What is a promise to pay in accounts receivable?

A promise to pay is a customer's commitment to pay an outstanding balance by a specific date. Collections software records the promised amount and date and helps the team follow up when the payment is missed.

What should you look for in accounts receivable collections software?

Look for features that match your collections process, such as account prioritization, AR aging, customer follow-up, promise-to-pay tracking, dispute management, collection workflows, dashboards, and reporting. If your team uses Salesforce, also consider whether the software is Salesforce-native or requires a separate system.

What collections KPIs should AR teams track?

Common AR collections KPIs include Days Sales Outstanding (DSO), overdue AR, aging, Collection Effectiveness Index (CEI), promise-to-pay rate, broken promises, recovery rate, collector productivity, dispute resolution time, and cash collected.

Can accounts receivable collections software manage invoice disputes?

Yes. Depending on the platform, collections software can track disputed invoices, dispute reasons, owners, status, communications, and resolution history. It can also pause or adjust collection follow-up while an invoice is under review.

How does accounts receivable collections software help reduce manual work?

It can automate routine follow-ups, organize collector worklists, track promises to pay, flag missed commitments, and keep collection activity connected to customer and invoice records. This reduces the need to manage collections through separate spreadsheets and email threads.

Can accounts receivable collections software work with Salesforce?

Yes. Some AR collections platforms are built directly on Salesforce, while others connect to Salesforce through an integration. A Salesforce-native platform keeps collection workflows, customer records, and AR activity in the same Salesforce environment.

How long does it take to implement AR collections software?

Implementation time depends on your Salesforce setup, data, workflows, and integration needs. Quick Receivable is designed to go live in about four weeks, with implementation included on every plan.

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