One-time invoices Recurring or subscription Progress or milestone Usage-based Deposits or prepayments Retainage

Paper mail PDF by email Customer portal EDI E-invoicing or XML

Credit limits and holds Multiple bill-to and ship-to addresses Parent and child accounts Customer-specific terms Tax-exempt certificates

Check ACH Wire Credit card Lockbox Cash Online portal

Dunning letters or emails Automated reminders Collector task lists Promise-to-pay tracking Dispute management Third-party collections

Late fees or finance charges Write-offs and bad debt reserve Credit memos and refunds Customer statements Unapplied cash tracking

Sales tax VAT Multi-currency invoicing Revenue recognition (ASC 606) SOX None

AR aging Days sales outstanding Cash forecast Collector performance Sales by customer Credit exposure