Home Accounts receivable

Stronger financial controls for your entire accounts receivable process

Unlock a more convenient way to manage quotes and finalise invoices so you can get paid on time.

Customers rate us

Beautiful AR automation that just happens without the headache

Introduce the benefits of financial controls for a smooth accounts receivable
journey, from quoting to getting paid.

Review all AR documents

Check all sales quotes and invoices before they’re accepted and sent to your customers.

Approvals in a single click

Say goodbye to time-consuming, manual approval processes for quotes and invoices. Sign off in a single click via the ApprovalMax app, email, or Slack.

Why ApprovalMax + Oracle NetSuite_Seamless adoption and happy approvers

Reduce the risk of fraud

Add an extra layer of protection to help catch and even prevent fraud from taking place.

Avoid errors and duplication

Send the right invoices to the right people, based on previously approved sales quotes, all updated in real-time.

Manage everything from one place

Enjoy having a central place to create, store, and track how AR documents are progressing.

Accounts Receivable

Quote

Create, manage, and approve sales quotes internally before any work begins.

Invoice

Prepare sales invoices, get internal approval, then send to customers.

Get paid

See what’s owing so you can get paid promptly and reconcile with ease.

Build error-free sales quotes

Keep everyone on the same page with in-built financial controls and automated approval processes.

Create and approve sales quotes

Set up and send quotes for internal approval to confirm delivery dates, prices, discounts, and stock availability, all via a simple automated workflow.

Add custom rules and requirements

Set up who can quote for what, and to which customers, with tailored limits for your business. Layer approvals over the top to meet certain criteria, like dollar amounts.

Track sales quotes in real-time

Instantly see when team members approve a sales quote every step of the way and track customer acceptance upon the final approval.

Control version history

Stay on top of quote creation and approval so everyone refers to the same, live document with in-built audit trail and tracking.

Process accepted sales quotes in no time

Generate invoices only for approved sales quotes and make sure they’re a perfect match before billing.

Easily create, approve and send invoices

Use customisable email templates to build invoices off of approved sales quotes then send them to clients all from one place.

Manage invoices from outside your accounting software

Create, approve, and send invoices without having to log into your accounting system and automatically sync approved invoices into it without lifting a finger.

Send with confidence

Concerned about business email compromise and fraud? Prevent unwanted people from intercepting invoices with ApprovalMax’s multiple layers of protection.