Automate your Invoice Collections Process with the Advanced AR Management Module
Last updated on Sep 19, 2026
The Advanced AR Management module automates much of your collections process and reports on your collections efforts, so you can bring down days sales outstanding (DSO) without chasing every Invoice by hand. This ten-part video series walks through the module end to end, from message templates and Cadences through to the reports that track how collections are trending.
Important: The Advanced AR Management module is a paid add-on. To learn more or get access, contact Maxio support.
Video one: Intro to the Advanced AR Management module
Video two: Message templates
To read more about message templates, see Create Reusable Invoice Email Messages.
Video three: Creating cadences
To read more about creating Cadences, see Create Cadence Templates.
Video four: Assign cadences
To read more about assigning Cadences, see Assign Cadence Templates.
Video five: Managing cadences
To read more about managing Cadences, see Use Cadences to Manage Collection Emails.
Video six: A/R dashboard and open invoices
To read more about the A/R dashboard and open Invoices, see the following help articles:
Video seven: Statements and collection notes
To read more about Customer statements and collection notes, see the following help articles:
Video eight: DSO report
To read more about the DSO report, see Configure the DSO Report for Cash Flow Insights.
Video nine: A/R aging report
To read more about the A/R aging report, see Configure the A/R Aging Report.
Video ten: A/R aging health trend report
To read more about the A/R aging health trend report, see Track A/R Aging Health Over Time.
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Maxio uses feedback on this series to decide which series to produce next. To tell Maxio what worked and what to cover, fill out the Advanced AR Management feedback survey.
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