accounts-receivable-automation

Automate B2B accounts receivable by generating invoices, tracking payments, and sending scheduled dunning reminders for net-30/60/90 terms. This converts manual follow-up into a repeatable process, reducing days sales outstanding and preventing invoices from falling through the cracks.

You can enforce per-customer credit limits at checkout and automatically lift credit holds when overdue balances clear. This credit management capability prevents high-risk accounts from placing new wholesale orders until outstanding payments are successfully reconciled.

This accounts receivable automation provides practical guidance for Shopify Plus B2B, WooCommerce, BigCommerce, and custom headless platforms. It supports syncing invoicing and payment data with accounting systems like QuickBooks or Xero to maintain accurate financial records.

Generate an aging report by computing and grouping outstanding invoices into current, 1–30, 31–60, 61–90, and 90+ day buckets. This provides clear cash flow visibility and helps identify enterprise accounts requiring immediate collection escalation.

The best way to configure a multi-step dunning schedule is setting escalation intervals at 1, 7, 14, 30, and 60 days. This automatically sends reminders, applies credit holds, and escalates high-risk accounts to collections managers systematically.

Reconcile partial B2B payments by recording transactions atomically and updating invoice status with floating-point tolerance. This ensures payment tracking matches processor deposits from Stripe or Invoiced, avoiding reconciliation mismatches in your accounting sync.