- Blog
- Accounting
How to Create an Invoice: Templates and Best Practices for 2026
Author
The Fazeshift team
AR research and product
Resources hub
Guides, benchmarks, and product updates for the people running AR.
- Report
- Accounts receivable
The Collections Benchmark: what actually gets customers to respond
- Webinar
- AI for finance
AI Masterclass for Finance Teams
Featuring
Caitlin Leksana
Co-founder & CEO, Fazeshift
- Blog
- Finance
Cash Application: Five Mistakes That Trap Working Capital
Author
The Fazeshift team
AR research and product
Featured blog articles
News, perspective, and ideas from our team and guest voices.
- Blog
- Accounting
AR Aging Reports: How to Read and Optimize Your Receivables
AR aging reports reveal which invoices are slipping toward uncollectible status — this guide shows how to read them properly, avoid common blind spots, and use automation to act before collection windows close.
- Blog
- Accounting
Remittance Advice Processing: From Receipt to Posting
From receipt to posting, remittance processing affects your entire cash cycle — discover how automation eliminates bottlenecks.
- Blog
- Accounts receivable
Dunning Management: How to Automate Payment Follow-ups
Most late invoices aren’t customers avoiding payment — learn how automated dunning recovers revenue with systematic, well-timed follow-ups.
Featured customer stories and case studies
Real results from teams running AR on Fazeshift.
How PDQ Transformed Accounts Receivable with Fazeshift
Manual cash-application work down about 75%, AR meetings from weekly to monthly, and DSO stabilized at the lowest the company has seen.
How AdVon Automated Accounts Receivable Without Replacing Their Process
800+ invoices a month tracked by hand on a Kanban-style board, now tracked automatically on the same logic — plus every outbound collections email across finance and sales. AR capacity per person more than tripled, and 20% more AR came in on time.
Featured events, podcasts & webinars
Talks and conversations on AR, finance, and what’s next.
- Webinar
- AI for finance
AI Masterclass for Finance Teams
Fix a past-due collections email and turn your aging report into a self-running cadence, built live in ChatGPT.
- Podcast
- BUILDERS
Why AR has 1 million analysts and almost no software that works (opens in a new tab)
Caitlin Leksana joins Brett Stapper on BUILDERS, from The Front Lines.
- Video
- Founders Uncensored
How Knowing When to Pivot Built a Better Company (opens in a new tab)
Caitlin Leksana joins Peter Day on Founders Uncensored, from super{set}.
Featured guides & reports
Practical, ground-level guidance for the people running AR.
- Report
- Accounts receivable
The Collections Benchmark: what actually gets customers to respond
Subject lines, personalization, timing, and message anatomy: what gets customers to reply, and what scales.
- Guide
- Finance
The fastest path to AI ROI in finance starts with AR
Why AR and cash application are usually the highest-yield first AI workflow in finance, and how to prove it inside 90 days.
Featured newsroom & press
Announcements, product news, and coverage of what we’re building.
See it run in your system
Bring a batch of your real AR — invoices, payments, whatever’s messiest — and we’ll show you exactly how the agents would read, match, and post it back against your own records.