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Accounts Receivable Resources

Complete your toolkit with these free resources on AR and cash flow management

7 steps to business success ebook thumbnail

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
front cover and inside pages of managing cash flow in B2B ebook by ezyCollect

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.
Cover of CFO Guide to AR Automation eBook

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

Template Write email invoice reminders that get you paid. Start with this free template, customise details and send. It’s that easy. Includes:
  • 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

download here

Collection Call Scripts to Simply Get Paid Faster

PDF

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”

download here

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

download here

 

 

 

 

6 Hacks for Wholesalers to Get Paid Faster

PDF

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

download here

ezyCollect overdue

Overdue Invoice Template for COVID-19

PDF

Communicate with care and compassion and keep collecting during COVID-19.

 

Tips:

  • Invite a conversation
  • Focus on people
  • Include a call to action

download here

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

download here