AR documents | HelpSystems

Document Management for Accounts Receivable (AR)

Streamline invoice processing and increase customer satisfaction with an accounts receivable document solution.

Find your AR solution.

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Accounts Receivable documents | HelpSystems

Automate Accounts Receivable the Right Way

Help your entire AR department adopt document management by taking the right first step.

Create Customer-Facing Documents Fast

Create professional high-quality documents, like invoices, using customer data.

Meet Customer Expectations

Keep your customers happy by answering their questions promptly, thanks to an AR document system.

Streamline Your Invoicing Processes

Accounts Receivable document processing | HelpSystems

Your AR department’s goal is simple: make customers happy and collect timely payments. However, there are many ways manual processes get in the way of customer happiness and a balanced ledger. 

  1. Invoices, purchase orders (POs) customer acknowledgements, and shipping documents are top priority in AR. Manual processes lead to frustration for employees and customers.
  2. Enterprise resource planning (ERP) systems generate documents you need to reference when creating AR documents. If routing and approval aren’t electronic, you have more steps in your process to print and route.
  3. Some documents, like proofs of delivery, need to be signed. Others, like invoices, require further action from the customer: payment. But whether you send an invoice by mail or email, it can be difficult to control the process. You’re often left wondering: has the invoice arrived? Has it been approved? When will your company receive the payment?
  4. And, most importantly, what if your customer calls with a question? If your documents are stored in filing cabinets, it will take minutes—even hours—to find the answer the customer needs.

It's time to automate your Accounts Receivable documents.

 

 “If anyone has a question about an order, they can go into Webdocs to look it up. No matter where you are, you can see the information. There’s no need to chase it down.”

Ron Caucutt
IT Operations Director
Johnson Plastics

Common AR Documents

Purchase Orders Order Acknowledgements
Advanced Ship Notices Bills of Lading
Pick or Pack Slips Proofs of Delivery
Invoices Statements
Compliance Documentation Import/Export Documentation

A Helpsystems electronic document management solution can route, store, and deliver all of these documents… and more!

Take Your First Step to AR Automation

Get your AR automation project off the ground the right way. Our experts will guide you through the process and advise you on which level of automation is right for you. Schedule your free 30-minute consultation to get started.