Settle's order-to-cash (AR) management tools provide a comprehensive solution for managing your sales, from order creation and fulfillment to payment collection. This suite of features helps you streamline your revenue cycle, gain clear visibility into sales performance, and optimize your cash flow.
Settle's order-to-cash functionality enables you to:
Track sales orders: Monitor key details for each order, including date, sales channel, payment status, fulfillment status, and order total.
Manage customer information: Add and manage customer profiles, either manually or by importing from QuickBooks.
Create AR invoices: Generate and send invoices directly to your payers for processing.
Receive payments: Accept payments from customers through various methods, including ACH transfers, wire transfers, and paper checks.
Track payments: Monitor the status of incoming payments and easily reconcile them.
Analyze margins & profitability: View COGS, gross margin, and profitability directly within each Sales Order.
Integrate sales channels & WMS: Seamlessly pull in orders, products, payments, and payouts from various sales channels and WMS systems.
