Quick Receivable Release Notes
What's new in Quick Receivable, tracked here as the product evolves. Each entry is grouped into features, improvements, and workflow enhancements, with the most recent updates listed first.
How to read this page: releases are listed newest first. Each entry identifies the capability introduced or enhanced and describes what it means for AR teams. Dates reflect the documented product update or publication date associated with the capability.
2026
AI-Powered Collection Prioritization
Quick Receivable uses AI-powered priority scoring to help collections teams determine which accounts require attention first.
Priority decisions can incorporate AR activity, payment behavior, aging, and risk signals so collectors can focus their time on accounts with the greatest collection or credit risk.
This works alongside collections and dunning automation, helping teams move beyond simply working invoices in aging order.
AI Collection Calls
Quick Receivable supports AI-powered collection calls for invoice follow-ups and broken payment promises.
The capability extends collections beyond automated email reminders by providing an additional channel for customer follow-up. Collection outcomes, sentiment, and promises to pay can be tracked as part of the broader collections workflow.
AI Document Assistant
Quick Receivable provides an AI-powered document assistant that allows users to ask questions about account documents and retrieve relevant information quickly.
The capability is designed to reduce the time collectors and AR teams spend searching through customer and invoice documentation during collections, dispute resolution, and account research.
AI Email Classification
Quick Receivable added AI-powered classification for incoming AR emails.
Incoming customer communications can be classified based on their content and intent, helping identify the appropriate follow-up action and reduce manual email triage.
This supports a more structured process for handling payment questions, disputes, collection responses, and other AR-related customer communications.
AI Email Drafting & Tone Adjustment
Quick Receivable provides AI-assisted tools for creating and refining customer communications.
The AI Draft Engine uses account and invoice information to help generate customer emails, while AI Tone Adjustment allows users to tailor communications for different situations.
Supported communication styles include:
- Friendly
- Formal
- Concise
- Assertive
This helps collectors create consistent, context-aware communications while reducing the manual effort required for routine follow-ups.
2025
AR Reporting, Aging & Performance Visibility
Quick Receivable enhanced AR visibility and reporting across customer accounts, invoices, payments, collections, disputes, credit exposure, and aging.
Finance and collections teams can monitor overdue balances, payment activity, dispute activity, credit exposure, and broader AR performance from connected Salesforce data.
The reporting layer supports common AR measures such as aging and collection performance, giving managers a more complete view of receivables without relying on disconnected spreadsheets and reports.
Deductions & Short-Payment Management
Quick Receivable supports structured handling of deductions created when customers pay less than the invoiced amount.
The deduction process helps AR teams identify the short payment, determine the reason, investigate supporting information, validate the claim, and determine the appropriate resolution.
Common deduction scenarios include:
- Pricing discrepancies
- Damaged goods
- Missing quantities
- Unauthorized or disputed discounts
- Delivery-related issues
Valid deductions can be resolved through the appropriate credit process, while invalid deductions can be pursued for recovery.
Connecting deductions with cash application and dispute workflows helps teams understand why a payment does not fully settle an invoice and prevents short payments from remaining unresolved in the AR balance.
Remittance Processing
Quick Receivable supports the use of remittance information to determine which invoices a customer payment is intended to settle.
Remittance advice can contain invoice references, payment amounts, and information about deductions or other adjustments. Quick Receivable's cash application workflow uses this information as part of the payment-matching process.
This is particularly useful for payments that cover multiple invoices or include deductions and short payments, where manually identifying the correct invoice allocations can otherwise create unapplied cash and reconciliation delays.
Intelligent Cash Application
Quick Receivable supports cash application as an integrated part of the accounts receivable process.
The workflow is designed to move from payment received → remittance captured → payment matched → cash applied → exceptions resolved → ERP updated.
Quick Receivable can:
- Capture remittance information
- Match incoming payments to open invoices
- Handle partial and multi-invoice payments
- Identify and manage unapplied cash
- Surface payment exceptions for review
- Support posting information back to the ERP
- Keep payment and invoice information connected within the AR workflow
Cash application is particularly important when customers send lump-sum payments, partial payments, or payments without clear remittance information. Instead of leaving these transactions as unexplained or unapplied cash, the workflow provides a structured process for identifying the invoices covered by each payment.
The result is more accurate invoice balances, cleaner aging data, better reconciliation, and faster visibility into the cash that has actually been received.
2024
Dispute Management
Quick Receivable provides a structured workflow for capturing, investigating, and resolving customer invoice disputes.
Disputes can be captured and categorized with defined ownership, supporting documentation, resolution tracking, and dispute history maintained in Salesforce.
The workflow helps AR teams distinguish legitimate disputes from collectible balances, route issues to the appropriate teams, and maintain a complete history of dispute activity.
Common dispute scenarios include:
- Pricing discrepancies
- Billing errors
- Delivery issues
- Short payments
- Missing or incomplete documentation
By keeping dispute information connected to the customer and invoice records, collectors have better visibility into why an invoice remains unpaid and what action is required to resolve it.
Credit Management & Risk Monitoring
Quick Receivable provides credit management workflows for evaluating and monitoring customer credit.
Teams can manage:
- Credit applications
- Credit bureau information
- Credit scores
- Credit limits
- Credit approvals
- Ongoing customer credit reviews
Risk monitoring can incorporate payment behavior, credit exposure, aging, and customer risk signals to help teams identify accounts that may require additional attention.
Collections & Dunning Automation
Quick Receivable provides automated collections and dunning workflows for customer accounts and overdue invoices.
Teams can automate reminders and follow-ups while tracking collection outcomes, customer responses, sentiment, and promises to pay.
Collections can be prioritized using payment behavior, AR activity, aging, and risk signals, allowing collectors to focus on accounts where intervention is most important.
The workflow also supports follow-up on broken payment promises so that missed commitments can become actionable collection tasks rather than remaining buried in notes or email threads.
Real-Time Invoice & AR Visibility
Quick Receivable provides connected visibility into customer accounts, invoices, aging balances, payments, disputes, credit information, and collection activity.
Teams can monitor invoice status and outstanding balances throughout the receivables lifecycle rather than relying solely on periodic spreadsheet-based aging reviews.
This gives collectors and AR managers a more current view of what has been invoiced, what remains outstanding, what has been paid, and which accounts require follow-up.
Core AR Workflows
Quick Receivable brings the major accounts receivable workflows into Salesforce, including:
| Workflow | What it covers |
|---|---|
| Accounts & AR Visibility | View customer accounts, invoices, aging balances, payments, disputes, credit information, and collection activity through connected Salesforce records. |
| Collections & Dunning | Automate reminders and follow-ups, manage collection activity, track promises to pay, and use AI-powered collection calls and prioritization. |
| Cash Application | Capture remittance data, match payments to invoices, manage unapplied cash and exceptions, and support ERP posting. |
| Dispute Management | Capture and categorize disputes, assign ownership, manage supporting documents, track resolution, and maintain dispute history. |
| Deductions Management | Identify and investigate short payments, validate deduction claims, resolve valid deductions, and pursue invalid deductions. |
| Credit Management | Manage credit applications, bureau information, credit scoring, credit limits, approvals, and customer credit reviews. |
| Risk Management | Monitor payment behavior, credit exposure, aging, and customer risk through ongoing risk scoring and alerts. |
| Customer Service & Self-Service | Provide customers with access to invoices, statements, payments, disputes, and account information through a Salesforce-connected self-service experience. |
| AR Reporting & Aging | Track aging balances, overdue invoices, payment activity, disputes, credit exposure, and overall AR performance using connected Salesforce data. |
Salesforce-Native AR Automation
Quick Receivable is built as a Salesforce-native accounts receivable automation platform. The platform brings collections, cash application, credit management, dispute management, risk management, and AR reporting into Salesforce rather than requiring AR teams to work across disconnected applications.
Release Availability
Feature availability can depend on your Quick Receivable version, Salesforce environment, implementation, configuration, and enabled modules. If you need to confirm whether a particular capability is available in your organization, contact your Quick Receivable account or implementation team.
Looking for Something Not Listed Here Yet?
Quick Receivable is continuously evolving across collections, cash application, disputes, deductions, credit, risk management, reporting, and AI-powered AR automation. For the latest product information or to confirm availability for your Salesforce organization, contact the Quick Receivable team.
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