Simplify Collections from Follow-Up to Payment
The AR Portal brings all unpaid invoices and collection activity into one easy-to-use dashboard. But it’s more than just a tracker. It connects directly with your Deltek Vantagepoint system.
Each follow-up email sent from the portal is automatically saved as a completed activity in your CRM. This gives your team real-time insight — whether reviewing client communication, creating Smart Summaries, or using AI tools like Deltek Dela.
Why the AR Portal Matters
Collections are part of the client experience. When they’re done well, they build trust and keep your business moving forward.
With the AR Portal, your team can:
- Send professional emails using customizable templates
- Follow up with confidence, with invoices delivered to the right person in just a few clicks
- Keep everything logged, so every action is tracked in Vantagepoint automatically
These tools reduce manual work and help your team lower your Days Sales Outstanding (DSO) — all without slowing you down.
Key Benefits
- Faster collections with automated email workflows
- Better visibility through real-time CRM syncing
- Stronger communication using smart templates and delivery tools
- Secure, scalable design built for growing teams
