How can Zoho streamline accounts receivable (AR) and collections processes for clients?

How can Zoho streamline accounts receivable (AR) and collections processes for clients?


Info

Zoho Books and Zoho Invoice allow MSPs to manage AR with clarity and control, helping clients maintain a healthy cash flow.

Key elements:

  • Aging Reports: View receivables by due date bracket (0–30, 31–60, etc.).

  • Automated Reminders: Trigger email/SMS reminders as invoices approach due dates.

  • Online Payment Portals: Let customers pay directly using embedded payment links.

  • Advance Payments & Credit Notes: Easily manage advance collections and returns.

  • DSO Analytics: Track Days Sales Outstanding and improve collection cycles.

By automating follow-ups and offering convenience, Zoho improves client cash flow and reduces overdue accounts.