Billing operations guides: invoicing, dunning, failed payments, disputes, and the billing experience that decides whether customers renew. 31 guides in this topic.
The invoicing process is the workflow that runs from finishing the work to recording the payment. This guide walks the steps on both sides, sending invoices and processing received ones, with a flow chart, a procedures checklist, and 3 way matching explained.
Vendor invoice processing is how a business handles the invoices its suppliers send, from receipt through approval, matching, payment, and reconciliation. This guide covers the full workflow, the common bottlenecks, and the best practices that get invoices paid on time without chaos.
Subscription management software owns the contract, recurring billing owns the invoice, and the gateway just moves money. Here is the stack, the honest triggers for outgrowing a simple Stripe setup, what dunning and ASC 606 demand, real pricing shapes, and six demo tests.
The accounts receivable process explained: the seven steps from credit terms to reconciliation, the process flow, the AR cycle, common failure points, and where receivables automation actually pays off.
Days sales outstanding (DSO) explained: the formula, a worked calculation example, what a good DSO looks like, what a high DSO means, and how to reduce it without making customers jump through hoops.
Accounts payable vs accounts receivable explained: definitions, a side-by-side comparison table, debit vs credit, how AP and AR connect through cash flow, and which is better to have high.
Accounts receivable turnover ratio explained: the formula, a worked calculation, how to convert it to days, what a good ratio looks like, and the levers that actually improve it.
Accounts receivable aging report explained: an example schedule with buckets, how to create one, the aging method for estimating bad debt, and how to use it to prioritize collections.
Allowance for doubtful accounts and bad debt expense explained: what each account is, the normal balance, the journal entries, allowance vs direct write-off, and how to estimate the allowance.
The cash conversion cycle explained: the formula (DIO plus DSO minus DPO), a worked example, what a good CCC looks like, what a negative cash conversion cycle means, and how to shorten it.
Days payable outstanding explained: the DPO formula, a worked calculation, what a good DPO looks like, whether a high or low DPO is better, and how DPO works with DSO in the cash conversion cycle.
Invoice reconciliation explained: what it is, the step-by-step process, two-way versus three-way matching, the common errors it catches, and how invoice reconciliation software automates the match.