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The AR Recovery Playbook

Universal strategies for B2B accounts receivable recovery. Proven programs that work regardless of industry.

Get the Complete Playbook

Download the full 40+ page AR Recovery Playbook with step-by-step workflows, email templates, call scripts, and ROI frameworks.

Universal B2B AR challenges

Every B2B company with significant receivables faces these problems. The solutions are consistent—it's the execution that matters.

Accounts Aging Faster Than Teams Can Reach Them

Manual prioritization means high-value accounts slip through. By the time collectors get to them, invoices have aged 30+ days unnecessarily.

With Able Collect

AI-powered prioritization that surfaces the right accounts at the right time based on value, risk, and collection probability

Disputes That Drag On For Weeks

No centralized tracking. Documentation scattered across emails. The same disputes come up repeatedly with no resolution history.

With Able Collect

Centralized dispute queue with investigation workflows, document attachment, and resolution tracking

Broken Promises to Pay

Customers commit to payment dates, then miss them. Nobody follows up consistently because there's no system to track promises.

With Able Collect

Automatic promise-to-pay tracking with follow-up alerts when commitments break

Collectors Buried in Spreadsheets

80% of collector time goes to finding information, building worklists, and updating records. Only 20% is actual collection work.

With Able Collect

Unified worklist with all customer context, communication history, and next actions in one place

No Visibility Into What's Working

Which collection strategies work? Which customers need different approaches? Without data, every account gets the same generic treatment.

With Able Collect

Analytics that show what's working, identify at-risk accounts early, and help teams continuously improve

B2B AR benchmarks

How does your AR performance compare?

Average DSO

Industry Typical

45-65 days

With Able Collect

30-45 days

Collector Touch Rate

Industry Typical

25-35%

With Able Collect

60-75%

Dispute Resolution

Industry Typical

3-6 weeks

With Able Collect

1-2 weeks

Bad Debt Write-off

Industry Typical

1-2%

With Able Collect

0.3-0.7%

Best practices for B2B AR recovery

Strategies from high-performing collection teams across industries.

1

Prioritize Based on Value and Risk, Not Just Age

Aging is important, but it's not everything. A $500K invoice at 35 days from a struggling customer needs attention before a $5K invoice at 60 days from a reliable payer.

  • Weight prioritization by invoice value, not just days past due
  • Factor in customer payment history and risk signals
  • Consider collection probability—some accounts need different strategies
  • Surface accounts where a single touch could unlock significant cash
2

Follow Up Early and Consistently

The best time to collect is before the invoice ages. The second best time is immediately after it goes past due.

  • Send payment reminders before invoices go past due
  • Make first contact within 5 days of an invoice aging
  • Use multiple channels—email, phone, portal—based on customer preferences
  • Document every contact and set clear next action dates
3

Track and Close Disputes Quickly

Unresolved disputes are cash sitting on the sideline. Every day a dispute lingers is another day you're financing your customer.

  • Log disputes immediately with clear categorization
  • Assign ownership—disputes without owners don't get resolved
  • Set SLAs for resolution and escalate when they're missed
  • Track dispute patterns to address root causes upstream
4

Escalate Strategically

Not every past-due account needs executive escalation. But some do—and knowing which ones makes the difference.

  • Define clear escalation triggers based on age, value, and communication gaps
  • Have different escalation paths for different customer types
  • Escalate to the right level—sometimes operations contacts are better than AP
  • Document escalation history to avoid repeating ineffective approaches
5

Monitor Credit Risk Continuously

Payment behavior changes before customers go bad. Watch for warning signs and act early.

  • Track changes in payment patterns—slowing payments signal trouble
  • Monitor communication responsiveness—going silent is a red flag
  • Review credit exposure regularly, especially for large customers
  • Tighten terms or require deposits when risk increases

5 Proven AR Recovery Programs

Universal programs that work for any B2B company. Configure the triggers, thresholds, and escalation paths to match how your team operates.

1

Early Delinquency Intervention (30-60 Days)

The problem: Invoices slip to 90+ days simply because no one followed up early enough. By then, collection becomes exponentially harder.

The approach: Systematically identify invoices entering delinquency and initiate structured outreach before they age further.

Configure it: Set your balance thresholds, aging windows, and escalation timing.

Typical impact: $300K-$500K in annual savings from invoices that never reach 90+.
2

High-Risk Aging Recovery (90+ Days)

The problem: Large aged balances linger without structured recovery efforts. Each month they age, collection probability drops.

The approach: Surface high-risk accounts, generate recovery strategies, and coordinate escalation through appropriate channels.

Configure it: Define your risk thresholds, escalation paths, and collection agency handoff criteria.

Typical impact: $350K-$550K in annual savings from structured aged recovery.
3

Dispute Resolution Fast-Track

The problem: Disputes sit unresolved for weeks or months. Cash stays stuck while someone digs for documentation or waits for responses.

The approach: Centralized dispute queue with investigation workflows, documentation requirements, and automatic escalation.

Configure it: Set resolution targets, define dispute categories, and establish escalation triggers.

Typical impact: $150K-$250K in annual savings from faster dispute resolution.
4

Credit Risk Monitoring

The problem: Payment behavior changes before customers go bad. Without monitoring, you learn about problems after they become write-offs.

The approach: Continuous monitoring of payment behavior with early warning alerts before problems escalate.

Configure it: Define your risk thresholds, alert recipients, and automatic actions for different risk levels.

Typical impact: $200K-$350K in annual savings from prevented bad debt.
5

Collection Process Optimization

The problem: Collectors spend most of their time on administrative tasks rather than actual collection work. Inefficiency compounds across the team.

The approach: Unified worklist with automated prioritization, integrated communication, and streamlined workflows.

Configure it: Set prioritization rules, communication templates, and workflow automation triggers.

Typical impact: $100K-$200K in annual savings from productivity improvement.

$800K-$1.5M

Combined annual improvement for mid-size B2B companies

*Based on outcomes from companies with $50-150M revenue and $8-15M in open AR. Impact scales with your AR volume—larger companies with more AR outstanding see proportionally larger results.

Get the Complete AR Recovery Playbook

Everything you need to implement these 5 programs: step-by-step workflows, email templates, call scripts, internal brief templates, and ROI calculations.

40+ pages of actionable content. No fluff.

See Able Collect in action

We'll show you how Able Collect handles prioritization, disputes, and collection workflows for your business.

30-minute demo. No commitment. We'll show you Able Collect configured for your industry.