Processes
AR & Collections
Collections usually runs on tribal knowledge and a spreadsheet of who-owes-what, which falls apart the moment volume grows past what one person can track. We implement Zuora Collect, Tesorio, or Growfin — whichever fits your stack and your team — to give AR a systematic view of aging, cash application, and collection priority, integrated with your billing and ERP data so the collections queue reflects reality.
Who It's For
- Finance teams managing collections in spreadsheets
- Companies with unapplied cash they can't systematically clear
- Businesses scaling invoice volume past manual AR tracking
- Category
- Processes
- Pipeline scope
- Quote → Revenue
- Engagement
- Fixed or T&M
- Typical start
- ~1 week
Pipeline Position
Where this sits in quote-to-revenue
Revenue problems are rarely contained to one stage. This is the part of the pipeline this practice owns outright — and the part it hands off cleanly.
01QuoteCPQ, pricing, approvalsIn scope
02OrderContracts, amendmentsIn scope
03BillingInvoicing, proration, usageIn scope
04PaymentsCollection, dunningIn scope
05RevenueASC 606 recognitionIn scope
5/5 stages covered directly · adjacent stages handled by related practice areas below
Scope
What's included
Every engagement is scoped to your platform and roadmap — this is the work that typically sits inside it.
- Zuora Collect, Tesorio, or Growfin implementation and billing/ERP integration
- Dunning, retry, and payment-recovery configuration
- Cash application and unapplied-payment reconciliation
- Collections prioritization and workflow configuration
- AR aging visibility for finance leadership
- Dispute and credit memo handoff from collections back to billing
Goes Well With
Related services
Most quote-to-revenue problems span more than one system. These are the practice areas this work usually touches.
Where It Applies
Related industries
How this service changes shape depending on the business running it.
Accepting Q3 engagements
One revenue answer your auditor will accept.
Talk to a revenue orchestration specialist, or bring on a developer today.
- First reply
- < 24h
- Engagements
- Fixed or T&M
- Coverage
- Order → Revenue