Recover overdue B2B accounts with risk-based prioritization, automated escalation, payment plan tracking, AI collection calls, and credit hold automation, all inside Salesforce.
Debt collection software helps businesses manage and recover overdue customer balances. It brings overdue accounts, collection activity, payment promises, risk data, and recovery actions into one system.
For B2B finance teams, the software can automate follow-ups, prioritize accounts by recovery risk, track payment arrangements, and escalate accounts that remain unpaid.
Quick Receivable adds these debt recovery workflows directly to Salesforce, so your AR, credit, collections, and customer data stay in one system.
Debt collection is usually the later stage of the accounts receivable process. A typical B2B recovery path looks like this:
Earlier stages focus on getting invoices paid on time. Debt recovery focuses on accounts that remain unpaid after normal collection efforts.
With Quick Receivable, these stages can run in the same Salesforce org. Your team can move an account from collections to debt recovery without moving customer data between systems.
Debt collection software is useful for finance teams that manage a large number of overdue B2B accounts or high-value customer balances. Quick Receivable is designed for:
Manage overdue B2B accounts from one Salesforce-native workspace. Quick Receivable combines recovery automation, risk scoring, credit controls, and payment tracking.
AI collection calls automate routine voice follow-up for overdue B2B accounts. Calls can follow your approved recovery process and record the outcome on the Salesforce account. Use AI calls for routine follow-up, while sending complex cases to your collections team.
Review payment behavior, overdue balances, disputes, credit risk, and account history to identify which accounts need attention. Quick Receivable combines AR email dunning with risk-based insights to help your team prioritize recovery work and recommend the next action based on each account’s risk and payment history.
Quick Receivable follows each invoice with AR Payment Reminder workflows, from pre-due reminders through overdue follow-up and missed payment promises.
Track every promise to pay, payment arrangement, due date, and payment received on the customer account. If a promised payment is missed, the account can automatically move to the next recovery action.
Start the next recovery action when an account reaches your rules for age, balance, risk, or a missed payment, so overdue accounts keep moving without manual tracking.
Apply credit hold rules when an account reaches a defined risk or overdue threshold, and notify the right teams before additional credit exposure builds.
See overdue balances, aging, risk, payment plans, recovery status, and collector activity in one view of the full portfolio.
Track recovery activity, outcomes, promises, escalations, and write-off decisions with a complete history inside Salesforce.
Build recovery rules around the way your finance team works.
Each step can be tracked on the Salesforce account record, giving collectors and managers one view of the recovery process.
When an account reaches your recovery threshold, Quick Receivable flags it for the next collection workflow.
Score accounts using overdue balance, payment history, disputes, credit risk, and other recovery signals.
Run approved emails, AI calls, payment follow-ups, escalation rules, and credit hold actions based on account status.
Track payment, payment plans, continued delinquency, credit holds, write-offs, and other recovery outcomes in Salesforce.
B2B debt collection is different from consumer debt collection. Enterprise AR teams may manage large invoices, complex customer relationships, disputes, credit limits, payment terms, and multiple invoices per account.
Quick Receivable keeps this information connected inside Salesforce so credit and collections teams can make recovery decisions with the full customer context, including deductions and short payments.
Manage debt recovery in the Salesforce org your team already uses.
Keep invoices, payments, credit data, disputes, and collection activity connected.
Reduce manual follow-up with rules-based workflows and AI-assisted actions.
Built for complex customer accounts and high-value receivables.
$3B+ in annual AR managed in production inside Salesforce.
Estimate recovery and cash flow gains with the AR ROI calculator.
Some overdue B2B accounts still have a path to payment after standard collections fail. Sending every account to an outside agency can reduce your control over the customer relationship and add recovery fees.
An internal debt recovery workflow gives your team a structured way to decide which accounts need more outreach, a payment plan, a credit hold, or an external recovery process.
Quick Receivable helps your team manage these steps inside Salesforce, with the account history, invoices, payments, credit data, and collection activity in one place.
| Without a structured debt recovery process | With Quick Receivable |
|---|---|
| Overdue accounts sit after dunning ends | Recovery workflows start automatically |
| Collectors decide what to work on manually | Accounts are ranked by recovery risk |
| Payment promises are tracked manually | Payment plans are tracked in Salesforce |
| Credit holds require manual action | Credit hold rules can trigger automatically |
| Recovery activity is spread across systems | Customer and AR data stay in Salesforce |
| Managers rely on manual reports | Live recovery dashboards show portfolio status |
Debt collection software helps businesses manage and recover overdue customer balances. It brings overdue accounts, collection activity, payment promises, risk data, and recovery actions into one system, so finance teams can automate follow-up, prioritize accounts by recovery risk, and escalate accounts that remain unpaid.
B2B debt collection software helps businesses recover overdue balances from other businesses. It can manage collection tasks, risk scoring, payment promises, payment plans, escalations, and recovery reporting. Quick Receivable runs these workflows inside Salesforce.
Debt collection is the process of contacting customers and recovering unpaid balances. Debt recovery usually refers to later-stage efforts for accounts that remain unpaid after normal collection activity. Quick Receivable supports both processes as part of the accounts receivable workflow.
AR collections software manages the active collections lifecycle for invoices in standard follow-up cycles. Debt collection software handles accounts that remain unpaid after those cycles, using escalation rules, credit risk scoring, and recovery tracking to decide how much collector effort each account should receive. Quick Receivable handles both inside the same Salesforce org.
An account is flagged when it reaches your overdue threshold, scored for recovery risk, and moved through approved recovery actions such as emails, AI collection calls, payment plan follow-up, escalation, and credit holds. Each step and outcome is recorded on the Salesforce account record.
Yes. Quick Receivable records payment arrangements, due dates, payments received, and missed commitments on the Salesforce account. Missed payments can trigger the next recovery action.
Yes. Quick Receivable can use defined overdue or risk rules to trigger credit hold workflows and notify the appropriate teams.
Yes. Quick Receivable is 100% Salesforce-native and runs inside your existing Salesforce org. Your team manages debt recovery from the same interface it already uses, with customer records, invoices, payments, and credit data in one place and no external login required.
No. Automation handles routine tasks and helps collectors focus on higher-value recovery work. Complex customer situations can still be managed by your collections team.
Quick Receivable goes live in 4 weeks, and implementation is included on every plan. Because the software is built natively inside Salesforce, there is no middleware to configure and no separate system to integrate.
AI-powered Accounts Receivable Automation on Salesforce, built to accelerate collections, automate workflows, and improve cash flow.