accounts-receivable-automation
This skill automates the entire B2B accounts receivable workflow—from invoice generation through payment tracking to escalation of overdue accounts. It guides you through platform-specific setup (Shopify, WooCommerce, BigCommerce, or custom), configures net-term payment options, and establishes dunning sequences that systematically remind customers of past-due invoices. By centralizing AR management, you reduce manual follow-up work and days sales outstanding while maintaining audit-ready records.
Accounts Receivable Automation streamlines B2B invoice follow-up and dunning sequences to reduce days sales outstanding.
AI-generated summary based on this skill's SKILL.md
Decision gist · record as of 2026-03-13
Accounts Receivable Automation streamlines B2B invoice follow-up and dunning sequences to reduce days sales outstanding. This skill automates the entire B2B accounts receivable workflow—from invoice generation through payment tracking to escalation of overdue accounts. It guides you through platform-specific setup (Shopify, WooCommerce, BigCommerce, or custom), configures net-term payment options, and establishes dunning sequences that systematically remind customers of past-due invoices. By centralizing AR management, you reduce manual follow-up work and days sales outstanding while maintaining audit-ready records.
Use it when
- Yes.
- accounts-receivable-automation integrates with major ecommerce platforms including Shopify, WooCommerce, and BigCommerce.
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Frequently asked questions
AI-generated answers based on this skill's SKILL.md and metadata
How does accounts-receivable-automation reduce DSO?
accounts-receivable-automation reduces days sales outstanding by automating invoice follow-up and dunning sequences. Instead of manual reminders, the skill configures systematic payment escalation workflows that contact customers at the right intervals, accelerating collections and shortening your cash conversion cycle.
Can I set up net-terms payment options and credit limits for B2B customers?
Yes. accounts-receivable-automation guides you through configuring net-term payment options (net 30, 60, 90, and custom terms) and establishing credit limits for B2B customers. The system enforces these limits, preventing orders from accounts that exceed their credit allocation.
What platforms does accounts-receivable-automation integrate with?
accounts-receivable-automation integrates with major ecommerce platforms including Shopify, WooCommerce, and BigCommerce, as well as accounting systems. The skill provides platform-specific setup guidance so you can connect your existing infrastructure without manual data entry.
How do I track past-due invoices in real-time?
accounts-receivable-automation generates aging reports and provides real-time tracking of past-due invoices through a centralized dashboard. You can monitor invoice status, payment history, and overdue amounts at a glance, enabling faster intervention on delinquent accounts.
What is dunning sequence setup and how does it work?
Dunning sequence setup in accounts-receivable-automation configures automated payment reminders that escalate over time. The skill helps you define when and how often customers receive reminders, what channels to use (email, SMS), and when to escalate to collections—reducing manual follow-up work.
Does accounts-receivable-automation maintain audit-ready records?
Yes. accounts-receivable-automation centralizes all AR management and maintains audit-ready records of invoices, payments, reminders, and customer interactions. This creates a complete audit trail while eliminating the manual tracking that typically leads to compliance gaps.
SKILL.md
Rendered from the published skill. Quoted content, verbatim.
Accounts Receivable Automation
Overview
Accounts receivable (AR) automation converts manual invoice follow-up — sending reminders, tracking payment status, escalating overdue accounts — into a system-driven workflow. In B2B ecommerce, where customers pay on net-30, net-60, or net-90 terms rather than at checkout, AR management directly impacts cash flow and days sales outstanding (DSO).
A well-configured AR system reduces DSO by 5–15 days by ensuring follow-up is timely and persistent, eliminates invoices falling through the cracks, and
(truncated - see the full file via the links below)
File tree — 8 files
skills/payments-checkout/accounts-receivable-automation/SKILL.md
skills/payments-checkout/accounts-receivable-automation/evals/ar-database-schema-design/criteria.json
skills/payments-checkout/accounts-receivable-automation/evals/ar-database-schema-design/task.md
skills/payments-checkout/accounts-receivable-automation/evals/dunning-engine-implementation/criteria.json
skills/payments-checkout/accounts-receivable-automation/evals/dunning-engine-implementation/task.md
skills/payments-checkout/accounts-receivable-automation/evals/payment-recording-and-credit-management/criteria.json
skills/payments-checkout/accounts-receivable-automation/evals/payment-recording-and-credit-management/task.md
skills/payments-checkout/accounts-receivable-automation/tile.json
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