Acumatica accounts receivable automation: AR automation tools with Acumatica connectors for collections, dunning letters and SMS reminders

Acumatica gives you a real dunning process out of the box. Turn on the dunning feature, set levels on the Accounts Receivable Preferences form with the number of days past due that triggers each one, and the Prepare Dunning Letters screen gathers every customer who qualifies. You release the letters, print them or email them through the dunning letter mailing, and optionally charge overdue fees. Credit verification on the customer class puts an account on hold once it passes its limit or its days-past-due threshold, and Acumatica Payments can put a pay link on the invoice.

The gap is what happens after the letter. A level two letter that gets ignored is followed by a level three letter on the next run. Acumatica has no native text message channel for customer reminders, does not place calls, and does not read the reply that says the invoice went to the wrong AP inbox. Different wording per level usually means editing the dunning letter report in Report Designer, and someone on your team still has to run the Prepare and Release steps, read every answer, and remember the customer who promised to pay on the 15th.

AccountsReceivable.ai is the AR automation that picks up after the dunning letter. It connects to Acumatica, reads open invoices, customers and applied payments, and works each overdue invoice on a schedule you set: an email before the due date, a text when it goes late, a firmer text around 15 days, then a live AI phone call as it keeps aging. It checks Acumatica before every send, logs promises to pay and disputes against the invoice, and posts applied cash back to the ledger. You can also start today from an Acumatica export: run the AR aged past due report or an open invoices Generic Inquiry, export it to Excel or CSV, and upload it to see the aging and the exact reminder each customer would get before you connect anything.