Fill in the form to download ‘Top performing email reminder’ template
Accounts Receivable Resources
Complete your toolkit with these free resources on AR and cash flow management
The 7 steps to business success
Download this simple guide developed together with Westpac’s Davidson Institute, and understand the foundations of a successful business.
In this eBook, you’ll learn:
- The relevance of planning
- The fundamental financial management skills you need to manage your business, including understanding various metrics
- Tips on improving cash flow
- How to manage growth and long term sustainability
Managing cash flow in B2B
Download this free guide to learn how to track your cash inflows and outflows, project future cash needs, and identify potantial cash gaps that could disrupt your operations.
Inside you’ll find:
- The cash flow budget
- Understanding the working capital cycle
- How to improve your cash flow using brainstorming tools such as: the stock pool, WIP pool and debtor pool.
The CFO's guide to AR automation
Help your business get paid faster with AR automation. Download this free resource to understand why optimising your accounts receivable process and payments are crucial to achievieng a healthy cash flow. You’ll also get to read a case study of how one company transformed their cash flow with AR automation.
In this Ebook, you’ll learn:
- The key challenges of manual AR processes
- The barriers to payment collection
- How Aline used AR automation to transform their cash flow.
Little book of AR
Ebook
A collection of our most visited online articles, specifically for the Australian payments landscape. Includes chapters on:- A 10-step plan to detox your debtor management problem
- How online payments actually work in B2B payments
- What to say on your collection call so you get paid faster
Little book of AR (NZ)
Ebook
A collection of our most visited online articles, specifically for the New Zealand payments landscape. Includes chapters on:- A 10-step plan to detox your debtor management problem
- How online payments actually work in B2B payments
- What to say on your collection call so you get paid faster
Top Performing Email Reminder Template
- Subject line
- Body copy
- Table of overdue invoices and payment options
- Clear call to action
Invoice templates for MYOB and Xero
Customisable Templates
(Google drive download)
Your invoice is an important business document and a great one clearly articulates your customer’s obligation to pay.
Download our invoice templates that will save you time and get you paid faster.
Works with:
- Xero
- MYOB
- Word
Collection Call Scripts to Simply Get Paid Faster
Take the stress out of making debt collection calls. Our call scripts will prepare you to confidently respond to the common payment excuses:
- “I never got your invoice”
- “Your invoice has mistakes”
- “I’ll pay soon”
Know the 3Ds of Debtor Management
Ebook
Three essential prompt payment principles that quickly improve your cash flow.
- D for Discipline
- D for Data
- D for Debtor-Friendly
6 Hacks for Wholesalers to Get Paid Faster
Wholesalers, distributors and manufacturers have a unique place in the supply chain. Learn how to protect and promote critical cash flow:
Includes chapters on:
- Accounts receivable duties you can easily automate
- The impact of prompt payments
- Case Study: How this craft brewer tamed its overdue invoice problem
Overdue Invoice Template for COVID-19
Communicate with care and compassion and keep collecting during COVID-19.
Tips:
- Invite a conversation
- Focus on people
- Include a call to action
8 Best Email and SMS Reminder Templates
PDF download
Customise these templates and add your own language and tone.
Here we:
- Consolidate all outstandings
- Create a clear call to action
- Use polite, persuasive language that facilitates a reply
