Accounting
Advanced A/R Management
Track unpaid and overdue Maxio Core invoices, follow up with automated collection cadences, and record the outcome of every collection effort.
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Understand How A/R Management Works
A/R Management Overview2 articles
How A/R Management works as a whole and how to read the A/R dashboard.
Cadences11 articles
Automate collection emails: build cadence templates, assign and activate them, and pause them with promise-to-pay dates.
Collections Management Tools3 articles
Work receivables by hand: manage open invoices, record collection notes, and send customer statements.