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Collections Management for Acumatica

Get paid faster with automated collection plans, personalized email templates, and real-time visibility into overdue invoices all natively built inside Acumatica.

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Streamline AR. Improve Cash Flow. Free Up Your Team.

Crestwood’s Collections Management add-on for Acumatica helps you automate the time-consuming process of following up on overdue invoices. Built natively inside Acumatica, this tool gives your team a centralized, flexible workspace to create collection activities, manage communication, and prioritize tasks without needing to jump between systems.

With support for personalized email templates, multiple collection plans, and automatic closure of paid invoice activities, your AR team can stay focused on what matters: getting paid faster and reducing days outstanding.

Increase cash flow and reduce collection times
Improve visibility with real-time AR activity tracking
Free up team time by eliminating repetitive manual tasks
Shorten your average days-to-pay cycle
Strengthen customer relationships through consistent, professional follow-up

Real Results from Finance Teams Using Collections Management

See how organizations are reducing manual effort, improving collector productivity, and gaining visibility into customer payment activity.

Before collections manager, we would print out our AR report, go through it making check boxes next to the customers we talked to, and writing notes directly on the printout. We would end up keeping copies of the prior month report to look for old notes. We now manage that process within Acumatica on a single screen, have our system remind our customers, and keep notes where they persist over time and everyone can see them. We have grown 50% over the past few years and our AR is lower than it was before.

After using this solution for one year we have been able to approve our DSO by 11 days overall and our most challenging company had DSO of 70 days in 2019 and now is down to 51 days for year ending 2020. Needless to say the solution has been provided an outstanding ROI.

Why Choose Collections Management

Powerful Tools to Automate, Prioritize, and Accelerate Collections Management

All Natively Built in Acumatica

Key Features

Flexible collection plans: Assign different plans to customers based on payment history
Custom email templates: Use native Acumatica functionality to design and automate email outreach
Mass create activities: Generate tasks, emails, notes, and calls in bulk linked to overdue invoices
Auto-close completed items: Automatically close collection activities when invoices are paid
Role-specific assignments: Match employees to specific customer accounts or plans
Smart analytics: Monitor open vs. closed activities, customer payment behavior, and days past due
Single-screen management: View all related activities, documents, and customer communications in one place
Multi-branch email logic: Define recipients and templates by branch or customer group

Collections Management Resources

Explore webinars, guides, and expert insights on improving accounts receivable processes, reducing DSO, and maximizing the value of Collections Management for Acumatica.

ON DEMAND WEBINAR

From Job Cost to Cash: How Specialty Contractors Protect Margin in Acumatica

This blog explores how specialty contractors can improve cash flow and protect project profitability by connecting job costing, billing, collections, and reporting within Acumatica. It highlights practical strategies for gaining better visibility into project financials, reducing revenue leakage, and turning accurate job cost data into faster, more predictable cash collection.

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How Accounts Receivable Automation Software Improves Cash Flow and Eliminates Manual Reconciliation

This blog explains how accounts receivable automation software helps finance teams improve cash flow by reducing manual collections, automating payment matching, and eliminating reconciliation bottlenecks. It highlights how automated workflows, real-time visibility, and structured collections processes can reduce DSO, strengthen working capital, and accelerate month-end close activities.

On demand webinar

S’more Ideas, S’more Solutions | Demo Day with Crestwood & The ISV Society

If you missed this fall’s Acumatica Demo Day, there’s still time to catch all the insights and inspiration. The S’more Ideas, S’more Solutions rewatch is now available on-demand bringing together Crestwood Associates and nine other top ISVs to showcase powerful solutions designed to help Acumatica users work smarter and grow faster.

Ready to Take Control of Your Collections?

Let us show you how you can save time, reduce overdue balances, and improve cash flow with Collections Management for Acumatica.

Schedule a Meeting with a Collections Expert