Your Invoice Payments Scorecard [Quiz]

Accounts receivable (AR) is the money owed to your business by customers. It mainly involves managing and tracking invoices to ensure payments are received on time.

The AR process includes sending invoices, following up on unpaid ones, receiving payments and updating records. In many businesses, this process is mostly manual.

AR automation, or accounts receivable automation, is the process by which manual accounts receivable tasks such as producing, sending and uploading invoices are instead handled by software. AR automation software can handle the entire accounts receivable process, allowing you the ability to automate any task you’d like to optimize.

By automating manual AR tasks such as invoicing, billing setup and regular customer communication, your team spends less time chasing payments and more time on strategic financial initiatives. Automated payment reminders and a self-service payment portal make it easy for customers to pay quickly and schedule automatic payments. The results? Faster cash collection and reduced days sales outstanding (DSO).

Integrations streamline your AR process by connecting systems like accounting, CRM and invoicing tools — reducing manual work and helping you get paid faster.

BlueSnap Payment Link is a secure, unique URL embedded in an invoice or sent separately, enabling customers to pay online via a checkout page. Payment methods include credit cards, ACH, PayPal, and more. Settings like expiration date and user-defined amounts are customizable.

Yes. BlueSnap supports integrations with popular accounting and ERP systems like NetSuite, Sage Intacct, QuickBooks, Xero, Microsoft Business Central, and more – allowing seamless synchronization of customer accounts, invoices, payments and templates.

Yes. By eliminating manual processes such as printing, mailing and manually tracking invoices, your business can reduce administrative overhead. Additionally, automation reduces the risk of human error, late payments and lost invoices, ultimately improving financial efficiency.

BlueSnap AR Automation provides real-time reporting dashboards that provide visibility into outstanding invoices, payment statuses and customer payment behavior. These insights help finance teams make data-driven decisions to optimize collections and cash flow.

By replacing legacy processes with features like digital invoices, payment links, automatic payments, branded customer portals and robust reporting, businesses can speed up collections, reduce manual tasks and gain better forecasting capabilities.