Platform
Getting paid is an accounting problem too
Send it, track it, collect it, and have it already recorded. Varetiq turns receivables from a spreadsheet chase into a short, ranked list of who to contact and what to say.
- Estimate to invoice to payment
- Aging with days-to-pay
- Recurring billing
Invoices/ Open receivablesAverage days to pay: 34. Two customers account for 61% of open balance.
- Average days to pay
- 34 days
- Concentration
- 61%
- Aging buckets
- 4
- Ledger posting
- Auto
Tracked per customer, not just overall.
Varetiq flags dependence on few payers.
Current, 1–30, 31–60, 61+.
Invoices and payments post on issue.
Documents
Estimates that become invoices without retyping
Quote the work, convert the accepted version, and keep the relationship between the two visible. Recurring arrangements bill on their own schedule and still require nothing more than a glance.
In practice
- Estimate acceptance tracked with a timestamp
- Partial and progress billing
- Recurring schedules with an approval option
- Branded documents with your own terms
Collections
A short list, in the order that matters
Rather than an aging report to interpret, Varetiq ranks who to contact by amount, days late, and payment history, and drafts the message so following up takes a minute.
In practice
- Ranked follow-up queue with dollars at risk
- Payment history and promised-date tracking
- Reminder sequences you approve before sending
- Notes visible to whoever picks it up next
Open the receivables workspace
See aging, days-to-pay, and the follow-up queue with demonstration customers.