What key metrics are tracked in Quadient AR?

Gain a comprehensive overview of your AR with real-time metrics:Current vs. outstanding invoicesDays Sales Outstanding (DSO)Payment tracking and ADP trendsForecasts for cash cycle performanceEngagement rates for payment remindersCollections by customer relationship stage

What is a collections workflow?

Simply put, a collections workflow is a communication tool that automatically sends correspondence to your customers based on the credit and collections stage of the invoice (ex., current, soon to be due, overdue). It can also send internal correspondence, keeping stakeholders informed about the AR collections process. Quadient AR’s collections workflow lets you...Automatically include the sales team in correspondencesReceive notifications when emails have not been openedAlert the AR/collections team when to call specific customersAutomatically include a PDF of all open invoices via email to customers

Will Quadient AR integrate with my ERP?

Yes. We offer several options for ERP integration, including a library of prebuilt connectors, a custom-designed API, or a file-based sync service. We take pride in our ability to manage complex setup processes for cloud-based, on-premise, multi-entity, and industry-specific ERPs. Additionally, we have an in-house team of integration experts to ease the burden on your IT team during the setup process.

Does Quadient AR integrate into my ERP to pull the invoice, billing, and vendor contact details? If so, what is that data used for?

Yes, Quadient AR pulls all invoice details (customer data, open/closed invoices, payments, and billing contacts) through our seamless integration. Quadient AR automates follow-up on your accounts receivable process using invoice due dates. We provide in-depth analytics on your accounts receivable collections process to quantify how your collection times and DSO are improving. By uploading billing contacts from the source ERP/Billing system to Quadient AR, we provide users with CRM functionality to log and track all customer communication.

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Automate collections with purpose-built software to improve AR workflows and get paid faster

Collection workflows

Accelerate AR with automated collection workflows and customizable rules that eliminate manual processes. Enable seamless, multi-channel outreach through automated reminders triggered at every stage—upcoming, due, and overdue payments—to resolve outstanding accounts faster and improve overall financial stability.

Get hands on with our collection workflows in our self-guided demo!

Make collections effortless

Pawn off the tedious collections tasks you hate dealing with to advanced AR automation and finally eliminate manual work while preventing forgotten or lost invoices from falling through the cracks.

Get paid 34% faster
3X your AR efficiency
Reduce bad debt by 25%

Boost AR agility

Build and edit workflows in seconds with Quadient AR’s intuitive, no-code interface. Easily adapt your collections strategy using pre-configured workflows that streamline routine tasks and improve the user experience for internal teams and customers.

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Streamlining AR collections across industries

No matter the industry, managing receivable workflows is essential to your cash process, customer satisfaction, and business continuity. Quadient AR transforms your financial operations by automating collection activities, reducing manual data entry, and providing real-time visibility into AR performance.

Manufacturing: Automate complex payment terms, reduce manual work, and speed up cash flow with AI-powered insights and smart reconciliation.
Logistics: Simplify freight billing and accessorial charges with centralized tracking and automated follow-ups.
Professional Services: Automate project-based invoicing and use predictive insights to stay ahead of overdue client payments.
Healthcare: Accelerate claims, reduce self-pay balances, and integrate billing with EHR and financial systems.
Construction: Report and forecast open balances—including retained invoices—with real-time visibility.

What you can automate with collection software

Dunning letters

Automate personalized emails with attached invoices using AI and rules—no manual steps. Send reminders based on invoice status and due date.

Credit monitoring

Get alerts on credit changes, auto-adjust limits by risk, and use bureau data for decisions.

Dispute management

Auto-route and track issues, set escalations, and resolve disputes faster with real-time dashboards.

Anything else you can imagine

Reach customers via email, SMS, or portal; flag high-risk accounts; assign tasks by priority; and plan smarter with insights.

ServiceRocket

The consistency of how the business is running, knowing nothing is falling through the cracks...as a CEO that's priceless. I know that we have a world-class workflow and receivables operation because we have Quadient AR.

— Rob Castaneda

CEO

Featured resources

The AR collections playbook

Discover 3 proven workflows that speed up payment collections and maximize recovery rates.

Download the playbook

Choose Your Words Carefully: How To Write An Effective Dunning Letter

How to write effective dunning letters

Upgrade your debt collection process with proven techniques and messaging frameworks.

Read the article

The AR email toolkit

Our Ultimate AR template kit contains 20+ customer-friendly emails to personalize outreach across all customer segments, helping you build positive customer relationships and reduce collection agency dependence.

Download the toolkit

Frequently asked questions

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With Quadient AR, Cpl improved cash collections by 3.8%, enhancing financial health, customer satisfaction, and the effectiveness of their collection strategy.