Accounts Receivable Automation: Manage Sales Quotes & Invoices

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Accounts receivable automation for end-to-end control

Create professional sales quotes and invoices for your customers with ApprovalMax’s latest feature update.

By Dee Jones

3 min read •

March 19, 2024

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Since 2018, ApprovalMax has been working with businesses globally to streamline their approvals and accounts payable processes. To help your business get paid faster, we’ve released a series of new features to help you manage your accounts receivable process; from sales quotes, through to sales invoices 🥳

Getting started with Sales Quotes in ApprovalMax

To help you remove the time, hassle and stress from your invoicing process, Xero users can now use ApprovalMax to create, approve, and send sales quotes to customers. Customers can accept your quote, without needing to access ApprovalMax. This means your sales team will have more visibility over which sales quotes have been accepted and which ones need to be followed up on.

Here’s a step-by-step breakdown of a typical workflow in ApprovalMax for Sales Quotes 👇

Create quotes

Prepare quotes faster with quote templates. Benefit from overall consistency while speeding up the quote creation process.

Approve quotes

Ensure quote accuracy with internal approval. Handy for approving discounts, resource, delivery dates, job details and more.

Send quotes

Easily share quotes with your customers. No need to email the quote – ApprovalMax sends it automatically once it’s fully approved.

Accept quotes

See when a customer accepts your quote. Allow your Sales team to track the status of your quotes and follow up on them.

Once this workflow is complete, you can create a similar workflow to move the sales quote over to a sales invoice.

Sales Invoices in ApprovalMax

To help you save time and keep things moving, our accounts receivable invoicing process workflow has been built with layers of smart automation.

Here’s a step-by-step breakdown of a typical workflow in ApprovalMax for Sales Invoices 👇

Create invoices

Quickly turn your quote into a sales invoice. Benefit from design and detail consistency while speeding up the invoice creation process.

Approve invoices

Approve details before sending to customers. Good for approving the total amount and whether goods or services have been fulfilled.

Send invoices

Easily share invoices with customers. The invoice is sent to the customer straight away once it is fully approved.

By eliminating the endless back-and-forth that can occur during the invoicing stage, you’ll improve the accuracy of your cash flow position each month.

Dee Jones believes the most powerful words are 'Let me tell you a story.' Her passion for storytelling helps her create meaningful, customer-focused experiences while removing friction, so customers never feel the complexities of the org chart.

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