Accounts Receivable & Collections
Getting paid on time is a process, not a hope. Yukti tracks every open invoice, ages it automatically, and follows up before it goes cold.
How Yukti Handles This
Aging buckets and follow-ups escalate automatically
- Every customer invoice carries payment terms tied to the aging report
- Buckets open invoices into current, 30, 60, and 90-plus day categories automatically
- Follow-ups escalate on their own: a reminder shortly after due date
- A firmer notice at 30 days past due, an internal alert past your threshold
Customer context sits on one record, not scattered
- Customer statements, credit limits, and payment history live on one customer record
- That record also holds the sales order and the support ticket
- A collections call starts with full context, not a hunt across systems
The aging report recalculates the moment status changes
- Buckets every open invoice into current, 1-30, 31-60, 61-90, and 90-plus days
- Recalculates the moment an invoice status changes, not on a schedule
- A report pulled Tuesday afternoon reflects receivables as of that afternoon, not last close
DSO trend and bucket distribution flag risk early
- Two companies can share an identical DSO number with very different risk
- Yukti reports both the DSO trend and the bucket-by-bucket distribution
- Credit limits enforce at the point of sale, flagging risky customers before an order confirms
Where This Connects to the Rest of Your Books
Receivables trace back to Sales and CRM
- Every invoice traces back to a sales order or delivery in one click
- Answers what was shipped and when, during a collections conversation
- CRM gives collections the full customer relationship, not just an invoice number and balance
Bank reconciliation keeps the aging list honest
- An invoice stays open until a matched bank payment actually closes it
- Without that link, a customer who paid weeks ago could still show as past-due
Where the AI agent helps
The agent scores each open invoice by how likely it is to pay late, based on that specific customer's payment history rather than a generic days-past-due rule.
Times follow-up emails for when that customer has historically responded
Drafts the follow-up copy itself for staff to review and send
Prioritizes the collections queue by real payment risk, not just age
See What This Could Save Your Team
Accounts receivable collections
You could save ~50.0 hours/month
Common Questions
How does Yukti calculate DSO, and can we see it by customer segment or just as one company-wide number?
DSO calculates from total accounts receivable divided by average daily credit sales over the period you choose, and Yukti reports it both as a portfolio-level trend and broken down by customer, segment, or sales channel, since a single blended DSO number can mask a subset of customers whose payment behavior is actually deteriorating.
What triggers a collections follow-up, and can we customize the schedule?
You define the schedule: a reminder shortly after the due date, a firmer notice at a threshold like 30 days past due, and an internal alert to the account owner once an invoice crosses a limit you set. None of it is hardcoded, so a business with net-15 terms and one with net-60 terms can run entirely different escalation timing.
Does a customer's credit limit actually block a new order, or is it just a warning?
Both are configurable. A customer approaching or exceeding their credit limit can be flagged for a sales rep to review and override, or the order can be blocked from confirming entirely until the balance is addressed, depending on how much control you want to put in a rep's hands versus finance's.
How do we know an invoice is actually paid, not just marked as sent or overdue?
An invoice only moves out of the aging report when a matching bank payment clears through reconciliation, tying the invoice to an actual deposit rather than to a status someone updated manually. That connection to bank reconciliation is what keeps collections working from a genuinely current list instead of chasing customers who already paid.
Can the person doing collections see more than just the invoice, like support tickets or CRM notes?
Yes. Customer statements, credit limits, payment history, sales orders, and support interactions live on the same customer record, so a collections call starts with context on the relationship, not just a balance and a due date.
See Accounts Receivable & Collections in Yukti
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