Invoice, collect and reconcile without a spreadsheet.
Complex invoices issued automatically, collections by email or automatic payment, and every payment matched to its invoice. Your accounts receivable, always up to date.
ContractsInvoicesCollectionsReports| Invoice | Customer | Status |
|---|---|---|
| F-1042 | Nimbo AI | Paid |
| F-1043 | Faro Analytics | Partial payment |
| F-1044 | Tandem SaaS | Sent |
USD 2,000
Collections are often the most manual part of revenue: preparing invoices at month-end, chasing payments and checking bank statements to see who paid. Relvo combines invoicing, collections and reconciliation under each contract's rules to keep your accounts receivable up to date.
From manual closing to an automatic cycle. Your team's workflow, without spreadsheets.
Before
- Invoices prepared by hand at month-end, one per customer.
- Collections tracked in a debtor spreadsheet, with emails written individually.
- Bank statements checked line by line to see who paid.
With Relvo
- Each invoice goes out on time, for the exact amount.
- Collection emails go out automatically, and card payments are charged automatically.
- Relvo suggests the invoice for each payment, with supporting evidence, and your team confirms.
How it works. Three steps, one flow.
- 01
Invoice
Relvo issues the electronic invoice in Chile or Mexico for the period's amount.
- 02
Collect
Send collection emails or charge automatically through Toku, Fintoc or Stripe.
- 03
Reconcile
Relvo suggests a match for each bank transaction and updates outstanding balances when confirmed.
The entire collection cycle, in detail. From invoice to bank.
Pay invoice
- Bank transfer reconciledOctober 18
- Email reminderOctober 25
Invoiced and collected amounts, tracked separately. Know exactly how much came in.
Credit and debit notes
Before issuing, a correction means recalculating; afterward, a correction document is issued.
Payment method per customer or contract
Bank details, a payment link or a card subscription portal, without migrating everyone at once.
Collection cadence
Reminders before and after the due date, with configurable tone and frequency.
Reconciliation that learns
Relvo suggests a match for each transaction with evidence and learns from every confirmation.
Partial payments and overpayments
The remaining balance stays open on the invoice, and an overpayment becomes customer credit.
Webhooks
Each reconciliation can update your ERP, your product or your customer portal.
Measure how quickly you turn work into cash. Days to invoice and days to collect.
9 fewer days than in April.
What changed for TGP.
The largest prospecting agency in LatAm.
70%
less operational time
while its operation grew 30% in 3 months.
Days to invoice (DTI), including customer approvals and purchase orders.
“Today we work much faster, with greater confidence in the calculations and a process that can scale alongside our growth.”
Works with. The same engine, from end to end.
Frequently asked questions about accounts receivable.
In which countries does Relvo issue electronic invoices?
Chile and Mexico. Relvo issues electronic invoices from the same system that calculates charges, using the legal entity and currency specified in each contract.
Can I split an invoice across several legal entities?
Yes. A single contract can be invoiced in parts to different legal entities or cost centers, with proration and the invoice description your customer requires.
Which payment methods can I use?
Payment link, card or bank transfer through Toku, Fintoc or Stripe. You can combine automatic payments for recurring plans with email collections for contracts.
How do email collections work?
Relvo sends collection emails for you, before and after the due date, and tracks each customer's payment status.
Does Relvo reconcile partial payments?
Yes. Relvo suggests the invoice for each bank transaction, and your team confirms. For partial payments, the invoice stays open with its remaining balance and collection continues.
Which currencies can I invoice and collect in?
Any currency, with automatic conversion, including Chile's inflation-indexed UF.
Is reconciliation automatic?
Relvo suggests an invoice for each bank transaction and shows the evidence. A person confirms, and Relvo learns from those confirmations to improve its suggestions.
What happens if a customer overpays?
The excess becomes customer credit, available to apply to a future document.