Advanced email engagement
Add a personal touch without individual effort, even at scale. Create contextual, automated reminder workflows, track email interactions, and deliver relevant reminders to customers based on who they are and how they interact with your business.
Manual reminders can impact the collector’s efficiency, and sending the same reminder emails can lead to an unpleasant customer experience. That’s why it is critical to set up an intelligent collection workflow that recovers failed payments without making customer interactions awkward.
How it helps
With Receivables, you can target customers based on risk profiles or invoice values and set up intuitive workflows to automate recurring payment reminders. You can design follow-up workflows to drive better engagement with real-time visibility into how customers interact with your emails. You can also set rules to automatically exclude customers from the engagement cycles if they have replied, paid, or promised to pay.
Interactive analytics dashboard
An interactive dashboard that offers subscription and receivables insights in a single place to help you gauge your organization’s AR health.
Makeshift excel sheet dashboards often lead to siloed data. Getting a unified, real-time view of your receivables and payment information helps you understand the health of your cash flow and the efficiency of your collection workflow.
How it helps
Gain a better sense of your company’s collection efficiency and overall revenue outstanding across multiple AR aging buckets. The unified dashboard helps you assess and monitor accounts receivables across your business units, along with subscription insights.
Chargebee Receivables and Chargebee Billing integration
Chargebee Receivables integrates with Chargebee Billing to automate the invoice-to-cash cycle and ensure the revenue from every invoice generated is collected and recovered.
While acquiring new customers is essential, ensuring you collect revenue from them is equally crucial for a business. Chargebee Receivables integrates with Billing to ensure you have end-to-end AR visibility across the revenue cycle and build a collection approach that helps you get paid faster.
How it helps
Chargebee Billing’s payment infrastructure powers the payment links within Receivables’ customer portal and follow-up emails. This way, merchants can use the same Billing payment infrastructure within Receivables without having to set up something from scratch.
Additionally, Chargebee Receivables combines insights from Chargebee billing to help you understand the monthly outstanding by different plans, plan status, and the net due by auto-collection status.
With capital getting costlier and macro becoming uncertain, companies can focus on one of the least tapped sources of capital – Accounts Receivables to improve the bottom line.
Chargebee Receivables helps your collection team prioritize customers based on their payment patterns, recover failed payments, and automate the entire collection experience while ensuring an excellent CX without the awkwardness of asking for your money back.