Lead Magnet

AR Collection Readiness Checklist

Use this checklist to assess data, templates, approval, and reporting readiness before implementing AR Collection Automation.

Request AR Collection Demo Print Checklist

Invoice Data

  • Invoice number is available
  • Customer name is available
  • Customer email is available
  • Invoice amount is available
  • Due date is available
  • Payment status is available
  • Invoice attachment is available

Collection Workflow

  • H-3 reminder is defined
  • Payment request on due date is defined
  • SP1, SP2, SP3 rules are defined
  • Legal Notice 1, 2, 3 rules are defined
  • Legal escalation threshold is defined

Templates & Approval

  • Reminder email template is available
  • Warning letter template is available
  • Legal notice template is available
  • Collection PIC is clear
  • Manager/legal approver is clear
  • AI follow-up boundaries are clear

Manager Reporting

  • Aging bucket is defined
  • Daily/weekly report format is defined
  • Top risk customer logic is defined
  • Escalation list is defined
  • Audit log requirement is clear