Get Paid Faster with Smart Invoicing
Turn outstanding invoices into collected cash with intelligent automation. Workisy handles invoice generation, delivery, payment reminders, online collections, and cash application — so your finance team spends less time chasing payments and more time on strategic work.
$246,500
Total Receivables
0%
Collection Rate
28
Avg Days Outstanding
Aging Buckets
Outstanding Invoices
3 of 47
TechCorp Solutions
AR-1247 · 12 days
Global Retail Inc.
AR-1239 · 45 days
Pinnacle Health
AR-1228 · 78 days
Features
Powerful Capabilities, Built for Scale
Every tool you need to run a world-class operation, from day one to enterprise scale.
Automated Invoicing
Generate professional invoices from sales orders, time sheets, or milestones with a single click. Recurring invoices are created and sent on schedule, complete with tax calculations and your brand identity.
Smart Payment Reminders
Configurable dunning sequences send friendly reminders before due dates, polite nudges on the day, and escalating follow-ups for overdue invoices. Tone, timing, and channels are fully customizable.
Online Payment Links
Every invoice includes a secure payment link. Customers pay via credit card, ACH, or bank transfer without leaving the invoice. Funds are reconciled automatically against the open receivable.
Aging & Collections Dashboard
Real-time aging reports categorize outstanding receivables by 0-30, 31-60, 61-90, and 90+ day buckets. Drill down by customer, sales rep, or region to prioritize collection efforts where they matter most.
Cash Application Engine
Incoming payments are automatically matched to open invoices using reference numbers, amounts, and AI-powered fuzzy matching. Partial payments, overpayments, and on-account credits are handled seamlessly.
Credit Management
Set credit limits per customer, monitor utilization in real time, and receive alerts when a customer approaches their cap. Credit holds on new orders are enforced automatically until balances are cleared.
Multi-Currency Billing
Invoice customers in their preferred currency with automatic exchange-rate application. Realized and unrealized foreign-exchange gains and losses are posted to the GL at payment and period end.
Revenue Forecasting
Predict cash inflows by combining invoice due dates with historical payment patterns per customer. The forecast updates daily, giving your treasury team a reliable view of expected collections.
How It Works
Up and Running in Three Simple Steps
Invoice & Deliver
Create invoices manually, from sales orders, or on a recurring schedule. Workisy delivers them via email with a secure payment link, or through e-invoicing networks like Peppol — all tracked with delivery receipts.
Remind & Collect
Automated dunning sequences handle follow-ups so your team doesn't have to. Customers see outstanding balances in a self-service portal and can pay, dispute, or request payment plans directly.
Match & Reconcile
Incoming payments are auto-matched to invoices. The aging dashboard updates in real time, and cash-flow forecasts adjust automatically — giving finance full visibility without manual spreadsheet work.
Results That Speak for Themselves
Measurable Impact on Your Business
Faster Collections
Reduction in Overdue Invoices
Auto-Matched Payments
FAQ
Frequently Asked Questions
Ready to See It in Action?
Book a personalized demo and discover how Workisy can transform your operations in weeks, not months.