A Beginner's Guide for Accounts Receivable

If you're just getting started with Cut+Dry or want a refresher on the basics, this guide is for you. Learn about the must-know features and follow the 5-step onboarding to get the most out of Cut+Dry. 

Getting started: understand Cut+Dry

At its core, Cut+Dry simplifies how you manage customer payments and receivables. It gives your customers a streamlined payment experience while keeping you in control of collections and relationships. With Cut+Dry, your customers can view invoices, make payments, and manage their accounts anytime, from any device—while you track payment activity, monitor aging, and accelerate collections. Here's how Cut+Dry helps you work smarter:

• Save Time: No more manual invoice distribution or payment tracking. Everything is centralized and automated.
• Stay Informed: Get real-time visibility into payment status, aging reports, and customer payment behavior.
• Improve Collections: Utilize automated reminders and payment portals to reduce Days Sales Outstanding (DSO).
• Streamline Communication: Direct invoice delivery and payment notifications keep everyone aligned.
• Maintain Control: Even though the process is digital, you stay at the center of the customer's financial relationship.

Whether you’re working from your laptop or phone, Cut+Dry gives you the tools to manage your book of business with more confidence and less friction.

Using Cut+Dry for accounts receivable

Get up and running in Cut+Dry in 5 easy steps. You can move through them all at once or take it one step at a time - whatever works best for you!

Create your account & get familiar with the platform

Everything begins with setting up your account. You’ll get access to the Distributor Portal, where you can manage customer accounts, payment settings, and receivables in one streamlined interface. 

• You'll receive an invite from your account admin. Click on Accept Invitation to get access to the Distributor Portal.
• Adjust your profile settings and notification preferences. 

Additional resources:

• Change your profile settings
• Mobile app for iOS
• Mobile app for Android  

View your customer list and profiles

Your customer list is the heart of Cut+Dry—it’s where you’ll spend most of your time monitoring customer status and payments. When you need to check payment history, review invoices, or assess pay settings, this is where you'll go.

• Start exploring your Customer List. The customer list is automatically synced with your company’s ERP, so you’ll see all the accounts you're responsible for. Use filters to quickly find specific customers by name, status, or tags—spending time here helps you navigate faster and work smarter.
• Then, explore a Customer Profile. This profile is your hub for managing each customer’s activity and needs. Whether you’re reviewing payment history, checking invoices, or sending payment reminders, it all happens here.

Additional resources:

• Check a customer's status
• Review customer-specific settings

Adjust pay settings

Payment settings are one of the most critical tools in Cut+Dry for AR management—they control how customers can pay and what terms apply to their accounts. These settings integrate with data from your ERP, showing existing credit terms and payment methods. From there, you can customize payment options to optimize collections.

Payment settings are fully customizable to fit each customer's financial profile and your company's credit policies. 

• Get familiar with the customer-specific pay settings.
• Open a customer invoice tab.
• Review payment terms, credit card fees, and whether Pay is enabled for them.
• Configure payment methods and set up auto pay
• Review and update capture funds and pay notification settings.
• Update your global pay settings
• Add or change a payout account
• Add pay contacts
• Manage billing notifications 

Additional resources:

• Add a payment method
• Enable auto pay
• Enable capture funds and payment reminders
• Manage global pay settings

Understand the Pay dashboard

One of the best ways to get comfortable with Cut+Dry's AR features is by exploring the pay dashboard. You can monitor all payment activity, invoices, collection metrics, and payouts in there. The dashboard provides you with full visibility into what has been paid, what is overdue, and where accounts stand in the collection process.

• Spend time navigating the pay dashboard to understand how payment data flows through the system and how to generate the reports you need for effective AR management.

Additional resources:

• Pay FAQ
• Pay integration FAQ

Send an invoice

Now that you've explored the basics, it's time to put it into action—send your first invoice through Cut+Dry. This is where everything comes together: the customer's bookkeeper will receive the invoice digitally, be able to process payment online, and you'll see the entire payment workflow in motion.

• Choose one of your active customers and send an invoice directly from their customer profile to their designated bookkeeper or AP contact.
• Once they receive it, you can walk them through the payment process and how to set up their Cut+Dry accounts.

Additional resources:

• Add a user to Cut+Dry

Getting help

Search the Help Center

Our Help Center is packed with how-to guides, videos, and answers to common questions. It's the fastest way to find help any time, day or night. You can also access the Operator Help Center if you want to help troubleshoot something with your customer, or just understand more about the customer-facing platform. 

Talk to your Cut+Dry Admin

Each distributor has a Cut+Dry point person who can guide you through setup, answer questions, and help troubleshoot any issues specific to your team. 

Contact Cut+Dry Support

If you need more help, you can contact our support team here. We'll get back to you as quickly as possible.