3 Ways to Streamline Your Accounts Receivable Customer Onboarding

Time-consuming processes, error-prone data entry, and a lack of visibility into customer payments are all common accounts receivable challenges that automation can solve!

In "3 Ways to Streamline Your Accounts Receivable Customer Onboarding," find out how AR Automation can help you:

  • Onboard Customers with intuitive, guided web forms for new account applications, credit applications, personal guarantees of payment, and W-9s.
  • Quote Orders with form-based quote generation and automated sign-off and submission routing.
  • Process Orders by capturing key data from the orders through both scanned documents and web forms.
  • Reference Key Documents with ease and convenience using cloud-based Enterprise Content Management