Accounts Receivable Process Cycle: Step-by-Step

account receivable management

This is especially important when transactions often involve significant sums and extended payment terms. Accounts receivable refers to the outstanding invoices your company has, which represent the money owed to you by customers for goods or services that have been delivered but not yet paid for. Late payments aren’t always the buyer’s fault – the range of payment options the supplier offers can impact on-time payments too.

The accounts receivable turnover ratio is an essential KPI that measures how efficiently a company collects payments from its clients. It is calculated by dividing the net credit sales by the average accounts receivable. A higher turnover ratio indicates a more efficient collection process, while a lower ratio signifies potential issues with credit policy or customer payment behavior. By managing accounts receivable effectively, a company can maintain a stable cash flow while reducing the likelihood of bad debts. Efficient AR management calls for companies to enforce credit policies, perform periodic credit evaluations for customers, and follow up on overdue invoices promptly.

Timely Invoicing

In general accounting, Accounts Receivable is the money owed to a business for goods and services delivered but not yet paid for, i.e. purchased by customers on credit. After the sale is made and products are delivered, AR sends the invoice and processes the customer payment. They require significant manual effort that leads to errors like inaccurate data entry, delayed invoicing, miscommunications, late payments, and ineffective follow-up. Individual phone and email outreach or physically mailing paper checks and invoices can grind collection processes to a halt.

Effective communication increases trust and the flow of information in buyer-supplier relationships, whereas ineffective communication limits it. Open communication channels allow businesses to build positive customer relationships, making it easier and simpler to chase payments and settle disputes. Cash reconciliation, or effective record-keeping, is important for generating accurate financial records and ensuring all payments are resolved. Promptly recording all transactions makes it easier to track any unpaid invoices and keep all financial records up to date. The following metrics are effective indicators for assessing how well a business runs its Accounts Receivable process.

account receivable management

Streamline AR Processes with Accounts Receivable Management Software

  1. She holds a Masters Degree in Professional Accounting from the University of New South Wales.
  2. These amounts are considered due in the short term, so it’s assumed that customers will be paying soon.
  3. Accounts receivable refers to the outstanding invoices your company has, which represent the money owed to you by customers for goods or services that have been delivered but not yet paid for.
  4. A high CEI rating indicates that a business’s Accounts Receivable process is effective in collecting customer payments.

Further analysis would include assessing days sales outstanding (DSO), which measures the average number of days that it takes a company to collect payments after a sale has been made. Accounts receivable, or receivables, can be considered a line of credit extended by a company and normally have terms that require payments be made within a certain period of time. Depending on the agreement between company and client, the payment might be due in anywhere from a few days to 30 days, 60 days, 90 days, or, in some cases, up to a year.

ways to improve receivables management

It helps businesses identify overdue accounts what is prior period adjustment and assess the effectiveness of their collections process. In short, AR management is concerned with expediting the process of collecting outstanding customer payments. Done effectively, it can be just as valuable a lever as accounts payable when it comes to building a strong working capital position. An efficient Accounts Receivable process is key to ensuring good cash flow, maintaining positive customer relations, and collecting payments.

Key Performance Metrics for Effective Accounts Receivable Procedures

A low DSO means that customers are paying promptly after receiving their invoices and that your team is quickly processing the payments. By reducing underpayments and uncollectible invoices, AR teams can improve revenue protection. They can optimize working capital by reducing late billings and late payments. Labor productivity can be improved by reducing invoice errors, disputes and rejections. And, AR staff can ensure compliance and mitigate risk through better fraud detection and maintaining internal controls. Citing data from S&P Capital IQ, J.P. Morgan also found that the average company has an average sales outstanding of 49.4 days, while top performers clocked in at 26.7 days.

The collection agency will then initiate the process of collecting the owed debt. This creates more account management work for AR teams and a negative customer experience. Poor communication can manifest in several ways, such as sending invoices that lack proper documentation or go to the wrong contact. To AR teams, it can look like a check that was “lost in the mail,” unexplained short payments, or payments sent with incomplete remittance information.

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top