Accounts receivable

Accounts receivable automation templates

12 ready-made workflows for Accounts receivable. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Versapay, Slack and Google Sheets.

Accounts receivable
All categories
Automated Versapay Short Payment Investigation Queue
WebRun scans Versapay for payments received below the invoiced amount, logs each short payment in a Google Sheet investigation queue, and alerts your AR team in Slack to follow up.
VersapayGoogle SheetsSlack
Automated Versapay Promise-to-Pay Follow-Up
WebRun checks Versapay each morning for customers who promised to pay by a specific date but have not, drafts a firm follow-up for each, and flags them for your AR team to review.
VersapayGmailAirtable
Automated Versapay Overdue Invoice Worklist
WebRun opens Versapay, pulls every overdue invoice, ranks them by balance and aging bucket, and delivers a ready-to-work prioritised list to your AR team in Google Sheets.
VersapayGoogle SheetsSlack
Automated Versapay Monthly AR Aging Report
At month-end, WebRun opens Versapay, builds the full AR aging report by customer and bucket, writes it to Google Sheets, and delivers a Slack summary to finance leadership so the close pack is ready.
VersapayGoogle SheetsSlack
Automated Versapay High-Risk Account Watchlist
WebRun monitors your defined high-risk accounts in Versapay, tracks payment behaviour changes week over week, and delivers a watchlist digest to your credit team in Slack every Monday.
VersapaySlackAirtable
Automated Versapay Collections Reminder Drafts
WebRun opens Versapay, finds every overdue account needing a dunning touch, drafts a personalised collections reminder for each, and queues them for your AR team to review before sending.
VersapayGmailSlack
Automated Versapay DSO Trend Digest
Every Monday, WebRun opens Versapay, calculates your current DSO and compares it to prior weeks, and sends your finance team a concise trend digest in Slack.
VersapaySlackGoogle Sheets
Automated Versapay Disputed Invoice Tracking
WebRun monitors Versapay for open invoice disputes, tracks each one's age and owner, and posts a daily digest to your AR team in Slack so no dispute stalls without a next action.
VersapaySlackAirtable
Automated Versapay Credit Hold Recommendations
WebRun reviews Versapay daily for accounts that meet your credit hold criteria, lists each recommendation in a Google Sheet, and alerts your credit team in Slack so they can approve the hold before the next order processes.
VersapayGoogle SheetsSlack
Automated Versapay Collections Priority Report
Every Monday, WebRun opens Versapay, scores every overdue account by balance, aging, payment history, and dispute status, and delivers a ranked collections priority report to your team in Google Sheets.
VersapayGoogle SheetsSlack
Automated Versapay Cash Application Exception Tracking
WebRun scans Versapay for payments that could not be auto-matched to open invoices, logs every exception to a Google Sheet, and pings your AR team in Slack so nothing sits unresolved.
VersapayGoogle SheetsSlack
Automated Versapay Autopay Enrollment Campaign
WebRun identifies customers in Versapay who would benefit from autopay enrollment, drafts a tailored invitation email for each, and queues them for your AR team to review and send.
VersapayGmailSlack

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