Accounts Receivable Automation Features for Salesforce

Quick Receivable helps AR teams manage the full receivables process inside Salesforce. Accounts, invoices, aging, collections, credit, payments, and reporting all live in one place, backed by AI that drafts, classifies, and prioritizes the work for you.

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✦ AI-Powered

AI-Powered Tools for Smarter AR Collections

Quick Receivable uses AI to help your AR team manage everyday collection tasks, from drafting customer emails and analyzing account risk to classifying incoming messages and handling collection calls. By automating repetitive work, your team can focus on the accounts that need attention.

AI Collection Calls

Some customers may not respond to email. Quick Receivable can place a collection call directly from the account.

  • ✓ A Broken Promise Call, started when a promised payment date passes without payment
  • ✓ An Invoice Follow-Up Call, used for a routine follow-up on a past-due invoice
  • ✓ Every call logs its outcome and sentiment
  • ✓ A dashboard tracks total calls, promise-to-pay rate, and calls still unanswered after several tries
AI Collection Calls

AI Document Assistant

Upload a document to an account and ask questions in plain language. The AI Document Assistant finds relevant answers from the uploaded document.

  • ✓ Works from any document attached to an account
  • ✓ Saves your team from manually searching long PDFs

AI Insight – Financial Risk Analysis Assistant

AI Insight reviews overdue balances, disputes, and credit use. It predicts dispute risk and assigns an AI Priority Score. It also recommends the next best action for each account.

  • ✓ A weighted AI Priority Score for every account
  • ✓ Dispute probability, predicted from account history
  • ✓ A recommended next best action, refreshed on demand
AI Insight
AI Draft Engine

AI Draft Engine

Create a clear, professional customer email from a short prompt. When invoice details are available, the AI Draft Engine formats them into a clean table with a total due amount, so your team can review a complete draft before sending.

  • ✓ One-click suggestions for common emails, like a payment request or a statement summary
  • ✓ Invoice line items and total due formatted automatically into the draft
  • ✓ A short prompt is all it takes to redraft the email a different way

AI Fine-Tuning for Tone Adjustment

Adjust the tone of a drafted email without changing its main message. Highlight a section and choose how you want it to sound, from a friendly reminder to a firm final notice.

  • ✓ Make it Formal, Friendly, Concise, or More Assertive with a single click
  • ✓ Add Urgency or Add Politeness to match the situation
  • ✓ Soften the Tone when a customer relationship needs more care
AI Fine-Tuning for Tone Adjustment
Email Classification

Email Classification

Quick Receivable automatically reads and classifies incoming AR emails. It can identify the account, invoice number, payment status, and email type, such as Dispute, Promised, Statement, or Payment. It can then trigger the related follow-up action.

DisputePromisedStatementPaid by CustomerOut of Office
  • ✓ Auto Promise to Pay Log created straight from a classified email
  • ✓ Auto Followup Task created based on category, like "out of office," "payment," or "other"
  • ✓ Every email is placed in the right category automatically.
How It All Connects

Complete Accounts Receivable Automation

Quick Receivable connects your entire accounts receivable process in Salesforce. Invoices, reminders, payment promises, disputes, payments, and customer activity stay connected to the same account. Your team can see what happened, what needs attention, and what to do next in one place.

1

Invoice

Tracked from due date to paid 2

Aging

Current through 1441+ days past due 3

Collections

Worked from AR Emails and calls 4

Dunning

Early reminder to final notice 5

Promise to Pay

Logged and tracked on the invoice 6

Dispute

Owner, reason, and deadline 7

Credit & Risk

A 0 to 100 risk score 8

Payment

Logged as a Cash Receipt 9

Cash Application

Matched to the right invoice 10

Reconciliation

Traced back to the source 11

Reporting

Rolls up to AR dashboards
Accounts & AR Visibility

See every account, invoice, and aging balance clearly

Your team needs a clear view of what each customer owes before taking collection action. Quick Receivable brings accounts, invoices, aging, credit, and collection activity together in one place.

Accounts & AR Visibility

The All Accounts list rolls up every customer into one sortable table. Sort by past due, credit limit, or risk score to find where to focus first.

  • ✓ A priority score for every account, so your team knows where to focus
  • ✓ Credit limit and total past due, side by side, for every customer
  • ✓ Aging balances grouped by 30, 60, 90, and 120+ days past due

One customer, one screen, everything your team needs.

Open any account and see the numbers that matter first: total AR, past due, disputes, and credit usage. Your team can quickly see what is owed, what is overdue, and what needs attention.

Total ARTotal Past DueCredit Usage %Broken PromiseMax DPDCollectorCollector Sentiment ScoreAutopay
  • ✓ A named collector assigned to the account, so ownership is always clear
  • ✓ A sticky note for quick, shared context the whole team can see
  • ✓ Related invoices, payments, and disputes, all connected to the account
Account Record
Invoice Management

Invoice Management & Tracking

Each invoice shows the details your AR team needs, including the due date, amount, status, purchase order, contract status, disputed amount, promised payment, and days past due. This gives collectors one place to review invoice status and decide what action to take next.

SAP Order No.Purchase Order No.Contract StatusDisputed AmountPromised AmountPromised DateDays Past DuePlant Name
  • ✓ Send an outstanding statement straight from the invoice list
  • ✓ Flag an invoice as disputed in one click
  • ✓ Apply a payment from the same screen using Payment Workbench

Accounts Receivable Aging

See current and overdue balances by aging bucket, from current invoices to long-overdue accounts. Use days past due to quickly find the accounts and invoices that need attention.

  • ✓ An account-level aging chart, from Current out to 1441+ days past due
  • ✓ Portfolio-level aging columns by 30, 60, 90, and 120+ days on the All Accounts list
  • ✓ An Aging Bucket Current report showing every account's balance by bucket
AR Aging
Collections & Dunning

Collections & Dunning Automation

Follow up consistently without losing track of customer conversations and payment promises.

AR Emails

Accounts Receivable Email Automation

Keep AR emails in one shared inbox instead of scattered across personal mailboxes. Emails are organized by type, so your team can quickly find the right conversation.

StatementDisputeRemittancePromisedInvoice RequestPO UpdateOut of office
  • ✓ Ready-made templates cover the collection cycle, from an early reminder to a final notice
  • ✓ More templates cover common cases, like a broken promise or a dispute confirmation
  • ✓ Filter the inbox by sender, subject, or category to find any email fast

Dunning & Payment Reminder Automation

Dunning reminders follow each invoice through the payment cycle. Quick Receivable can send the right reminder at the right time, from an early reminder before the due date to follow-ups after payment becomes overdue.

  • ✓ Early reminder, sent before the invoice is even due
  • ✓ Due reminder, a friendly nudge right at the due date
  • ✓ Past-due reminder, firmer in tone once payment is late
  • ✓ Final notice, the last step in the standard cycle
  • ✓ Broken-promise follow-up, sent when a promised date passes unpaid
Dunning
Promise to Pay

Promise-to-Pay Tracking

When a customer promises to pay, your team can record the promised amount and date directly on the invoice. The promise stays connected to the invoice and account.

Promised AmountPromised DateBroken Promise
  • ✓ A promised amount and date recorded on the invoice
  • ✓ If the date passes without payment, it counts toward the account's Broken Promise total
  • ✓ A Broken Promise Follow Up email template ready to send

Dispute Tracking

Log a dispute against an invoice and keep it visible until it is resolved. Each dispute has an owner, status, reason, and resolution history.

Dispute CategoryOwnerResolverResolution CodeDays To IdentifyDays To Resolve
  • ✓ Collection reminders can pause while a dispute is being resolved.
  • ✓ Reopen a closed dispute and keep its full history
  • ✓ See every open dispute across your whole business in one list
Dispute Tracking
Credit & Risk

Credit Risk Management & Scoring

Understand customer credit risk before it affects collections or payment terms.

New or growing accounts submit a credit application. It captures the company details your team needs before setting a limit.

Business NameTax IdType of Legal EntityDUN & Bradstreet NumberPhysical & Billing Address
  • ✓ Status moves from Received to Sent as the application moves along
  • ✓ Every application links straight to its Credit Risk Score Card
  • ✓ Credit Requests track a customer's ask for a new or higher credit limit
Credit Applications
Credit Risk Scoring dashboard showing Equifax data, payment timing, and dispute rate combined into a 0 to 100 score

Credit Risk Scoring

Credit information can be spread across reports and spreadsheets. Quick Receivable brings key credit signals into one score to help your team assess customer risk. Your team still makes the final credit decision based on your credit policy.

  • ✓ A credit report pulled from Equifax
  • ✓ How steady the customer's payment timing has been
  • ✓ How often they've broken a promise to pay
  • ✓ Their dispute rate and how long they've been a customer

These signals combine into one score from 0 to 100, shown on a Weak to Good scale.

↗

Credit Score History

Scores are kept over time, not just as a single snapshot, so your team can see whether an account's credit risk is improving or getting worse before renewing terms.

Payments & Cash

From payment received to fully reconciled

Payment Tracking, Cash Application & Reconciliation

Every payment applied to an account shows up on its Payments tab. Your team can see payment history without leaving the account record.

  • ✓ Payment name, date, and type for every payment
  • ✓ The applied amount and which invoice it went against
  • ✓ A full payment history for each customer, in one place
Payment Tracking
Cash Application

Cash Application

When a payment is received, Quick Receivable uses the available remittance information to match it to the right invoice or invoices and create the related Cash Application records.

  • ✓ Splits one payment across several invoices when needed
  • ✓ Marks each match as Applied or Partially Applied
  • ✓ Keeps a full trail back to the original payment record
↺

Traceability back to the source payment

When one payment covers several invoices, Cash Receipt Remittance Mapping keeps a record of how it was split, so anyone reviewing an applied amount can trace it back to the original Cash Receipt.

Payments & Cash

Accounts Receivable Reporting & Dashboards

Quick Receivable includes AR dashboards and reports built in Salesforce, so your team can view AR performance without moving to another reporting tool.

  • ✓ A Management Dashboard with Total AR, Overdue AR, Current Due, and a DSO gauge
  • ✓ A dashboard that shows results by collector
  • ✓ Top overdue accounts and top overdue invoices
  • ✓ An Aging Bucket Current report, ready out of the box
  • ✓ Every report can be exported to PDF or Excel
Putting It Together

How Quick Receivable Fits Into the AR Process

Quick Receivable keeps the invoice lifecycle connected in Salesforce from payment reminders and collection activity to dispute resolution, payment application, reconciliation, and reporting.

Invoice becomes due

The invoice appears in the account's aging and invoice views.

Invoice becomes past due

The invoice moves into the right aging bucket, and the related reminder can be sent.

Collection follow-up

A collector works the account through AR Emails or an AI collection call.

Customer promises payment

The Promised Amount and Promised Date are recorded on the invoice.

Promise is missed

The broken promise status is updated, and the related follow-up can begin.

Customer disputes the invoice

A dispute is created, assigned to an owner, and tracked through resolution.

Credit or risk changes

Payment behavior, broken promises, and disputes can contribute to the account's Credit Risk Score.

Payment arrives

A Cash Receipt is created from the incoming payment.

Payment is applied

Cash Application matches the payment to the appropriate invoice or invoices.

Payment is reconciled

The applied amount remains traceable to the original Cash Receipt.

AR is reported

Invoice, collection, dispute, and payment activity flows into AR dashboards and reports.

1

Invoice becomes due

Appears in the account's aging and invoice views.

2

Invoice becomes past due

Moves into the right aging bucket, reminder can be sent.

3

Collection follow-up

Worked through AR Emails or an AI collection call.

4

Customer promises payment

Promised Amount and Date recorded on the invoice.

5

Promise is missed

Broken promise status updates, follow-up begins.

6

Customer disputes the invoice

Dispute created, assigned to an owner, tracked to resolution.

7

Credit or risk changes

Payment behavior and disputes feed the Credit Risk Score.

8

Payment arrives

A Cash Receipt is created from the incoming payment.

9

Payment is applied

Cash Application matches payment to the right invoice.

10

Payment is reconciled

Applied amount stays traceable to the original Cash Receipt.

11

AR is reported

Activity flows into AR dashboards and reports.

What Changes

What Changes With Quick Receivable

Quick Receivable keeps key AR information connected in Salesforce, so your team spends less time searching for information, updating spreadsheets, and handling repetitive tasks.

Before Quick Receivable With Quick Receivable
Your team searches across email threads for invoice conversations. AR emails and related activity stay connected to the account and invoice.
Someone checks spreadsheets to find overdue invoices. Aging views and dashboards show current and overdue balances in Salesforce.
Promised payment dates live in notes or a collector's memory. Promised amounts and dates are recorded directly on the invoice.
A disputed invoice continues to receive collection reminders. Collection reminders can pause while the dispute is being resolved.
Credit decisions rely on scattered information or old spreadsheets. Credit and payment signals are brought together for risk assessment.
Someone manually matches payments to invoices. Cash Application helps match payments to the correct invoices.
Someone drafts every customer email from scratch. AI Draft Engine creates an email draft using available invoice information.
Incoming emails are read and sorted manually. Email Classification organizes emails and can trigger the appropriate follow-up.

FAQs

What features are included in Quick Receivable?

Quick Receivable covers the full accounts receivable process inside Salesforce: account and portfolio visibility, invoice tracking, AR aging, email automation, dunning reminders, promise-to-pay tracking, AI collection calls, dispute management, credit applications, credit risk scoring, payment tracking, cash application, payment reconciliation, an AI document assistant, and AR reporting.

Does Quick Receivable support accounts receivable aging?

Yes. Every account shows an aging bucket chart from Current out to 1441+ days past due, the portfolio view shows aging columns by 30, 60, 90, and 120+ days, and the Aging Bucket Current report gives a full portfolio view.

Can Quick Receivable automate payment reminders?

Yes. AR Emails include ready-made templates for the full reminder cycle. That runs from an early heads-up before an invoice is due to a final notice, plus templates for broken promises and dispute confirmations.

How does Quick Receivable track promises to pay?

When a customer commits to a payment date, the Promised Amount and Promised Date are logged directly on the invoice. If the date passes without payment, it counts toward the account's Broken Promise total.

How does cash application work?

An incoming payment is logged as a Cash Receipt. Quick Receivable reads the remittance data and matches it to the right invoice, creating a Cash Application record marked Applied or Partially Applied.

Can Quick Receivable track invoice disputes?

Yes. Each dispute record tracks a category, owner, resolver, and resolution code. It also tracks Days To Identify and Days To Resolve. A disputed invoice pauses standard reminders until it's resolved.

Does Quick Receivable support credit risk scoring?

Yes. The Credit Risk Score Card combines an Equifax credit report with payment timing, broken promises, dispute rate, and customer tenure into one score from 0 to 100, to help your team understand customer credit risk.

Does Quick Receivable use AI to draft or classify emails?

Yes. The AI Draft Engine generates client-ready emails from invoice data and a short prompt, AI fine-tuning adjusts the tone of any drafted email, and Email Classification reads incoming emails to identify the account, invoice, status, and category, automatically logging promises to pay and creating follow-up tasks.

See your own accounts inside Quick Receivable.

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