Accounts receivable intake that asks what your team needs to know
The intake asks who needs help, how many customers currently owe money, and what's driving the request, then collects an aging report before the lead ever reaches your CRM.
The exact intake your accounts receivable leads complete
This is the real 6-question guided intake for Accounts Receivable — the same flow your customers finish before you ever pick up the phone.
What a qualified accounts receivable lead should tell you
Support with tracking unpaid customer invoices, following up on overdue accounts, and reporting on money owed, so incoming payments stay current and visible.
- Best Describes Who Accounts
- Have Unpaid Customer Invoices
- How Many Customers Owe
- Main With Accounts Receivable
- Already Use Accounting Or
- Soon Help With Accounts
The questions your team needs answered
Every accounts receivable intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes who needs accounts receivable help? | Whether the lead is an individual, self-employed professional, nonprofit, or business determines the complexity and volume of receivables work involved. |
| Do you currently have unpaid customer invoices that need tracking or collection? | A yes on current unpaid invoices carries the highest weight in this catalog, marking active collections need versus someone building a process preemptively. |
| Approximately how many customers currently owe you money? | The count of customers who owe money indicates the scale of tracking and follow-up required, from a handful of accounts to a large receivables ledger. |
| What is your main need with accounts receivable? | Following up on overdue accounts is weighted well above generating reports, so this multi-select shows exactly which service line the lead is likely to need most. |
| Do you already use accounting or invoicing software to manage receivables? | Knowing whether the client already has accounting or invoicing software in place tells you if the work starts with setup or with fixing an existing system. |
| How soon do you need help with accounts receivable? | The stated timeline separates someone who wants help immediately from someone just exploring options, without inflating a slow-moving inquiry's priority. |
How Cliont scores accounts receivable leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Unpaid Customer Invoices: yes
- Setting up invoicing process
- Tracking incoming payments
- Following up on overdue accounts
- Generating receivables reports
- Other
Urgency signals
- Immediately
See the lead your team receives
Accounts Receivable Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for accounts receivable workflows
| Cliont capability | Accounts Receivable application |
|---|---|
| Weighted scoring engine | Following up on overdue accounts is weighted highest among the stated needs, so a lead chasing collections scores above one asking only for receivables reports. |
| Multi-select need capture | Clients can select more than one need at once, such as setting up invoicing and tracking incoming payments, and the intake reflects the combined scope in the lead's score. |
| CRM routing with tags | Leads segmented as business versus individual or nonprofit at intake arrive in your CRM already tagged, so you're not re-qualifying client type on the first call. |
| Document upload on the intake form | Requesting an aging report or overdue invoice list upfront means you can gauge the real size of the receivables problem before the consultation. |
Common accounts receivable lead scenarios
Business drowning in overdue accounts
More than 20 customers owe money and the stated need is following up on overdue accounts with an immediate timeline, so the intake flags this as a priority instead of a routine setup request.
New business setting up invoicing
A self-employed professional has no outstanding invoices yet but wants to set up an invoicing process, so the intake routes it as lower-effort setup work rather than active collections.
Switching off spreadsheets
A business currently has no invoicing software and needs help tracking incoming payments, which signals a different scope of work than a client asking only for receivables reports.
Nonprofit needing receivables reporting
A nonprofit already uses accounting software but wants better receivables reports, a narrower and lower-complexity request than chasing 1 to 5 slow-paying customers.
Just exploring, no invoices owed
An individual with no customers currently owing money and only exploring options gets captured and scored accordingly, so it doesn't compete with active collections leads for attention.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More bookkeeping intake templates
Accounts Receivable lead-intake FAQs
How does the intake tell a messy accounts receivable situation from a straightforward one?
The number of customers currently owing money and the stated main need, such as following up on overdue accounts versus generating reports, combine to show how much active collections work a lead actually represents.
What happens if a lead already uses invoicing software?
The intake asks directly whether the client already uses accounting or invoicing software, so you know upfront whether you're building a process from scratch or cleaning up an existing one.
Can the intake separate urgent collections requests from ongoing bookkeeping interest?
The timeline question captures whether help is needed immediately, within the month, or the client is just exploring, so you can see which leads are ready to move now.
Does this intake work for individuals as well as businesses?
The first question identifies whether the person needing help is an individual, a self-employed professional, a nonprofit, or a business, so leads arrive already segmented by client type.
What if someone submits the form but has no overdue invoices yet?
A no answer on current unpaid invoices scores lower than a yes, but the lead still comes through, useful for clients wanting a process built before they have collections problems.
How is this different from the Accounts Payable intake?
This intake focuses on money owed to the client by their customers, while the Accounts Payable subservice covers what the client owes its own vendors, so the qualifying questions and scoring don't overlap.
Turn accounts receivable visitors into qualified clients
Give every accounts receivable visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.