The Blixo Blog explores how to modernize the entire order‑to‑cash process with real AR automation and subscription management that make getting paid feel simple, human, and stress‑free. We cover everything from automating invoicing and recurring billing to managing subscriptions, streamlining collections, improving customer communication, and removing the manual work from cash application and reconciliation. You’ll learn how to eliminate clunky AR workflows, reduce payment delays, and replace outdated billing systems with something that actually works. Whether you run a service business, a SaaS company, or any B2B operation, the blog helps you build a cleaner, faster, more predictable accounts receivable workflow from invoice to cash.
The Short Version When a finalized invoice charges more than a customer actually owed, issue a credit note for the difference. Don't edit or delete the original. Changing a finalized invoice can break the audit trail you'll need for tax compliance. D...
In short Credit notes adjust invoices without erasing audit trails. They protect revenue recognition, tax filings, and accounts receivable entries. Credit notes reducing open invoices to zero mark them "paid" with no payment, creating phantom cash re...
What You Need to Know Manual data entry eats hours you could be spending on sales calls or product work. When you automate AR, inconsistencies in customer records, invoice formatting, and payment metadata surface immediately. They stop being occasion...
In short: High-automation AR teams can cut DSO and release working capital sooner. Automated CSV imports remove manual reconciliation work—validation, field mapping, and error flagging—across your invoice population. That makes CSV import automation...
The Short Version A controlled CSV sync into Dynamics 365 beats keying payments by hand, as long as someone owns reconciliation after the file posts. Here are the key points: - Reconciling bank statements against the AR ledger after each import is re...
The Short Version 1. Firms with automated receivables average about 40 days sales outstanding (DSO). Firms without automation average 47. That gap is roughly a week of cash. 2. In PYMNTS survey data, 87% of firms with automated AR reported faster ove...
In short: - Payments and remittance details usually arrive separately. Cash comes by ACH, check, or SEPA debit. The explanation comes by email, EDI, or an AP portal. - Short-pays, rounding differences, unapplied cash, and payments that need someone t...
The Short Version In short: ERP dunning sends reminders, but it doesn't listen. Here are the facts the rest of this piece builds on. - ERP dunning is outbound-only. It fires on aging rules and misses PO-number requests, open support tickets, and paym...
Quick Answers - CSV payment imports accept only cash, printed check, and record transfer. Volume limits are 1,000 invoices per payment and 5,000 lines per file. - Sage Intacct has no bulk reversal for imported payments. Deleting a bad batch requires ...