Extend

Business owners... Did you know that when applying for an SBA loan, they'll request your AR Aging report? I have a motto as a CFO...ABC. Always be collecting. Cash doesn't always roll in the door from your customers. You need to stay on top of AR aging so that when your data is requested in due diligence, you don't have negative marks for aged invoices. #cash #cashflow #cashcollections

Calling my bookkeeper friends! Do you manage your client's receivables? We have a feature called workspace. You can easily toggle between clients to check on AR balances, aging, and also follow up on overdue invoices if that's part of your services scope. Not part of your scope? It could be a new revenue line for you. #CPA #accounting #bookkeeping

New Feature! Segment your customer base. You may not want to send the same collections email to all of your clients. Tag your clients with pre-existing tags or create your own. #cashcollections

Want to improve your cash collections process like April? #cashcollections

I love this dynamic task generator as a CFO. Set it and forget it cash collections. I don't have to constantly scan my AR aging report for delinquent accounts. #cash #cashflow #CFO #cashcollections

You can have the best invoicing software on the planet. But if you send the invoice to the wrong person and/or the wrong email, you'll never get paid. You don't want to get the question from your accounting team... ❓ Where exactly should I send this invoice ❓ This is often overlooked in the contracting process. We are excited to close the deal but we must understand the customer's payment process. And who to send the invoice to! #cash #cashcollections

It's comforting to know that your payment reminder emails are being delivered to your customers. If you don't know, how do you know that they are processing your payment? No Payment = No Cash Flow #cash #cashcollections

Did you know that Extend connects to Slack? Receive notifications for payments, disputes, team messages, and more. Improve visibility on your AR and cash management. It's like a CRM for cash collections. #cash #cashcollections

As a CFO, I am really excited to launch our new version of Extend. The right data at the right time to manage your accounts receivable. Contact us for a test drive! #cash #cashcollections #cashflowmanagement #cashflow #cfo

Accounts receivable management is one of the most overlooked functions in your accounting team. And underinvested. What good is a new contract and new invoice without collecting the cash? Easily manage current and overdue invoices at a glance. No more digging into the archaic AR aging report in your accounting software. #cash #cashcollections #cashflowmanagement #xero #qbo