Call it accounts receivable automation, invoice presentment, billing, debt collection, or whatever you want to but the fact of the matter is that getting paid is crucial for small businesses using QuickBooks and very few companies have the right tools or the know-how to streamline this process.
Thankfully there are several third party apps available that extend QuickBooks in this area.
We are partial to Anytime Collect (www.anytimecollect.com), an application we develop, sell, and support directly because it scales from very small and less sophisticated implementations to larger companies who require much more control and customization of the process including workflow definition and customized templates.
Anytime Collect handles much more than just invoice collections with integrated online bill payment (for customer self-service), automated phone calling and assisted IVR (Integrated Voice Response) with call recording and call transcription, credit management, document integration, and much more! And unlike other low-end automation tools, Anytime Collect integrates to virtually any accounting or ERP product on the planet so you can continue to use it if and when you ever outgrow QuickBooks and move to something else.
Companies and organizations that need a very simple application simply to send canned email reminders to customers and to manage small customer lists with a relatively low volume of monthly invoices may consider some of the other applications available for QuickBooks including:
|Automatic AR & Billing Platform
|Bill & Pay