Cash flow is the foundation of every successful business—but 43% of companies still struggle with delayed payments. Manual invoicing, disorganized processes, and limited visibility slow collections and put financial health at risk. The good news? Automation is changing the game.

With Tesorio’s Payment Portal, finance teams can accelerate collections, reduce DSO, and give customers a seamless, self-serve experience. From flexible payment options and secure, PCI-compliant transactions to custom branding and real-time invoice access, the portal makes it easy for customers to pay—how and when they want.

In this guide, we’ll cover five strategic steps to help you get paid faster, improve cash flow, and strengthen customer relationships.

1. Enable Secure Online Payments

A frictionless payment experience is essential for on-time collections. Customers want flexible, secure, and convenient ways to pay—and delays often stem from cumbersome or outdated payment methods.

Best Practices:

• Offer multiple payment options, including ACH, credit card, and wire transfers.
• Implement one-click payment links directly in invoices to simplify the process.
• Ensure security and compliance with encrypted payment processing.

Pro Tip: Companies offering online payment options experience 25% faster payment cycles, reducing overdue invoices and improving cash flow predictability.

2. Provide Real-Time Invoice Visibility

One of the biggest roadblocks to timely payments is lack of transparency. Customers often delay payments due to lost invoices, missing details, or difficulty tracking outstanding balances.

Best Practices:

• Use a centralized payment portal where customers can access all invoices in one place.
• Provide real-time tracking of payment history and due dates.
• Enable automated invoice reminders to keep payments top of mind.

Pro Tip: Businesses using automated invoice tracking report a 40% reduction in payment disputes, leading to faster collections and improved customer relationships.

3. Automate Payment Reminders & Follow-Ups

Chasing overdue payments is time-consuming and inefficient. Automating reminders ensures that customers stay informed and take action before payments become past due.

Best Practices:

• Schedule automated email and SMS reminders at key intervals (before due date, on due date, past due notices).
• Personalize messages with invoice details, payment links, and escalation notices.
• Use AI-driven prioritization to identify high-risk accounts needing extra attention.

Pro Tip: Companies that automate payment follow-ups recover 66% of overdue payments faster, allowing finance teams to focus on strategic tasks instead of chasing invoices.

4. Resolve Payment Disputes Proactively

Disputes and billing issues create payment bottlenecks. A self-service resolution system empowers customers to resolve issues quickly, eliminating back-and-forth delays.

Best Practices:

• Provide a dispute resolution feature within the payment portal.
• Offer instant support options, such as chatbots, FAQ sections, and finance team escalation paths.
• Keep detailed audit trails of payment activity to track customer interactions.

Pro Tip: Businesses with self-service dispute resolution systems experience a 50% faster resolution time, ensuring smoother cash flow and fewer overdue invoices.

5. Track Payment Performance & Optimize Strategies

Measuring and optimizing collections performance ensures continuous improvement in cash flow. Finance teams need real-time analytics to refine their approach and eliminate inefficiencies.

Best Practices:

• Monitor key payment metrics (e.g., DSO, payment completion rates, overdue trends).
• Leverage AI-powered insights to detect patterns and adjust collection strategies.
• Set up custom alerts for at-risk accounts to engage proactively before cash flow disruptions occur.

Pro Tip: Companies using real-time collections analytics recover cash 20% faster and improve cash flow forecasting accuracy to 90%.

Get Paid Faster with Tesorio’s Payment Portal

Eliminating friction in payments isn’t just about getting paid—it’s about creating a seamless experience for both businesses and customers. Tesorio’s Payment Portal automates collections, simplifies payments, and accelerates cash flow, giving finance teams the tools they need to succeed.

Ready to transform your collections process? Book a demo today and see how Tesorio can help you get paid faster.

▽ FAQs

What is Tesorio’s Payment Portal?

Tesorio’s Payment Portal is an automated collections solution that streamlines payments, reduces DSO, and enhances the customer payment experience by enabling secure online transactions, real-time invoice tracking, and AI-driven payment reminders.

Follow-up: How does automation improve the customer experience?
By providing self-service payment options, real-time invoice visibility, and automated reminders, businesses create a seamless, frictionless payment experience that reduces delays and improves customer satisfaction.

How does Tesorio’s Payment Portal help businesses get paid faster?

By automating invoice reminders, providing multiple payment options, and enabling real-time tracking, businesses experience faster payments and improved cash flow predictability.

Follow-up: What is the average time savings for finance teams?
Companies using AI-driven collections automation reduce overdue invoices by 40% and decrease manual follow-up efforts, allowing finance teams to focus on strategic financial operations instead of chasing payments.

What payment methods are supported by Tesorio’s Payment Portal?

Tesorio’s Payment Portal supports ACH, credit card payments, and wire transfers, ensuring customers have multiple, secure ways to pay.

Follow-up: Can customers set up recurring payments?
Yes! Tesorio enables businesses to offer recurring billing options, reducing missed payments and improving cash flow consistency.

Can customers track invoices and payment history in the portal?

Yes! Customers can view all invoices, past payments, and real-time statuses directly within the Payment Portal, reducing confusion and disputes.

Follow-up: How does this improve collections efficiency?
With self-service invoice tracking, businesses reduce payment disputes by 50%, leading to faster collections and fewer escalations.

How does automation improve payment collection efficiency?

Automation eliminates manual follow-ups by sending AI-driven reminders and notifications before invoices become overdue, reducing collection times by up to 66%.

Follow-up: Does Tesorio provide predictive insights for overdue invoices?
Yes! AI-powered analytics predict late payments based on customer behavior and trigger proactive escalation workflows to recover payments faster.

Does the Payment Portal offer dispute resolution tools?

Yes! Customers can use self-service dispute resolution features to clarify invoice discrepancies, leading to a 50% faster resolution time.

Follow-up: How does AI assist in dispute resolution?
Tesorio’s AI-driven insights detect recurring dispute patterns, allowing finance teams to address root causes and minimize future payment conflicts.

What key performance metrics does Tesorio track?

Tesorio’s analytics dashboard monitors DSO (Days Sales Outstanding), payment completion rates, overdue trends, and at-risk accounts to optimize collections strategies.

Follow-up: How does real-time reporting impact cash flow forecasting?
With real-time collections data, finance teams can predict cash inflows with 90% accuracy, reducing cash flow uncertainty and improving financial planning.

How quickly can businesses see results after implementing the Payment Portal?

Most companies see a 25-50% improvement in collections speed within the first three months of implementation.

Follow-up: What industries benefit the most from Tesorio’s Payment Portal?
Industries with high-volume invoicing, such as SaaS, manufacturing, and professional services, see the greatest impact in reducing late payments and improving cash flow management.