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Last updated on Aug 27, 2026
The Advanced AR Management module automates much of your collections process and reports on your collections efforts, so you can bring down days sales outstanding (DSO) without chasing every Invoice by hand. This ten-part video series walks through the module end to end, from message templates and Cadences through to the reports that track how collections are trending.
Important: The Advanced AR Management module is a paid add-on. To learn more or get access, contact Maxio support.
To read more about message templates, see Maxio Email Message Library.
To read more about creating Cadences, see Create Cadence Templates.
To read more about assigning Cadences, see Assign Cadence Templates.
To read more about managing Cadences, see Use Cadences to Manage Collection Emails.
To read more about the A/R dashboard and open Invoices, see the following help articles:
To read more about Customer statements and collection notes, see the following help articles:
To read more about the DSO report, see Configure the DSO Report for Cash Flow Insights.
To read more about the A/R aging report, see Configure the A/R Aging Report.
To read more about the A/R aging health trend report, see Track A/R Aging Health Over Time.
Maxio uses feedback on this series to decide which series to produce next. To tell Maxio what worked and what to cover, fill out the Advanced AR Management feedback survey.
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