Quick Receivable Documentation

Install Quick Receivable, assign permission sets, load your customers and invoices, and send your first payment reminder.

Plan a full rollout: phases, roles, sandbox testing, ERP data migration, and a go-live checklist.

Manage users, permission sets, collector assignment, and account ownership across your AR team.

Day-to-day instructions for collectors and AR specialists: working an account, sending statements, and logging activity.

Set up the reminder cycle, track promises to pay, handle broken promises, and use AI collection calls.

Log a dispute against an invoice, assign an owner and resolution code, and pause reminders until it is closed.

Process credit applications, set credit limits, and work with the 0 to 100 credit risk score and its history.

Match payments to invoices, split one payment across several invoices, and trace an applied amount back to its cash receipt.

Management Dashboard, aging bucket reports, results by collector, DSO tracking, and PDF or Excel exports.

Connect SAP and other ERP systems, schedule data sync, and bring credit report data into your scorecards.

Role-based access, field visibility, and how Quick Receivable inherits your Salesforce security model.

What is included in your subscription, how licensing works per user, and what implementation covers.

Common issues with ERP sync, unmatched payments, missed reminders, and email classification, and how to fix them.

New features, improvements, and fixes, tracked by release date.

Can't find what you need? Reach our team directly for help.