Get started with the Receivables work area
Use Menu > Receivables to monitor unpaid invoices, total accounts receivable, invoice and payment activity, and customers with the largest outstanding balances. The work-area charts and lists summarize receivables data as of today and link to the invoices, customers, and reports needed for investigation and collection work.
Open Menu > Receivables. The page displays the following charts and lists based on receivables data as of today:
- Invoice aging lists all unpaid invoices in the Current, 1–30, 31–60, 61–90, and 90+ aging periods.
- Accounts receivable by aging shows total accounts receivable in the same aging periods.
- Invoices vs. customer payments compares the total invoices and customer payments created for each period.
- In progress invoices lists open and partially paid invoices.
- Top 5 customers by amount due shows the customers with the largest outstanding balances.
- Top 5 customers with overdue balances shows the customers with the largest past-due balances.
Select View report or View all, when available, to open the related report and review more detail.