Accounts Receivable

Accounts Receivable is the money coming in: who owes you, how they’re invoiced, and what’s been paid. Every document here posts to your general ledger the moment you post it, so AR and your books can never drift apart.

All of these screens live under Accounts Receivable in the Finance sidebar.

Manage Customers

1. Open Customers and select New to add one: name, payment terms, and currency are the essentials.

2. The terms you set become the default on every invoice for this customer — change them per-invoice any time.

3. Ended up with the same company twice? Open the duplicate and use merge to fold it into the original. History follows; nothing is lost.

Capture Orders Before They’re Invoices

Use Sales Orders when there’s a gap between winning the work and billing it — an order captures the line items, quantities, and prices at the moment of commitment.

When it’s time to bill, generate the invoice from the sales order: the lines carry over, so nothing gets retyped and nothing gets forgotten.

Invoice a Customer

1. Open Invoices and create a new one: choose the customer, add items or describe the work, set quantities and prices.

2. New invoices are drafts — nothing is final yet, so edit freely. Numbering is automatic.

3. Select Send when it’s ready. The customer receives a branded PDF, and the invoice starts aging.

4. Select Post to write it to the ledger — revenue on one side, the customer’s receivable on the other, always balanced.

Tip

Posted the wrong thing? Use reverse or void — the correction posts visibly to the ledger instead of silently rewriting history. Every state change an invoice goes through is recorded: who, what, when.

Record a Payment

1. When money arrives, open Cash Receipts and create a receipt for the amount received. Numbering is automatic.

2. Apply the receipt to one or more open invoices. Partial payments are fine — the invoice tracks exactly what’s still outstanding.

3. Select Post. The invoice moves to paid (or partially paid), cash lands in the ledger, and your aging updates immediately.

Issue a Credit Memo

When you owe a customer money back — a return, a billing error, a goodwill credit — don’t touch the original invoice.

1. Open Credit Memos and create one for the customer, referencing what the credit is for.

2. Post it. The credit posts to the ledger and nets against what the customer owes.

Put Repeat Invoices on a Template

For rent, retainers, subscriptions — anything you bill on a rhythm:

1. Open Recurring Invoices and save the repeat invoice as a template: customer, lines, amounts, and cadence.

2. When a billing cycle comes around, generate the invoice from the template — one click, and it enters the normal draft → send → post flow. Generating everything that’s due works in one action, too.

Chase What’s Overdue — the Collections Worklist

Open Collections for an aging-driven queue of who owes you what, oldest first. For each customer you can see the open invoices behind the number and send a reminder email with one click — you decide who gets nudged and when. Nothing sends unless you send it.

Read Your AR Aging

AR Aging is the classic view of receivables by how-overdue — current, 30, 60, 90+ — always up to date because it reads straight from your posted documents. Drill into any bucket to see the invoices behind it.

Screens in This Area

Screen	What it’s for
Customers	Who you sell to — terms, currency, history, merge
Sales Orders	Commitments captured before billing
Invoices	The billing document: draft → send → post
Recurring Invoices	Templates for repeat billing, generated on your say-so
Credit Memos	Money you owe back, netted properly
Cash Receipts	Payments received, applied to invoices
Collections	The overdue worklist with one-click reminders
AR Aging	Receivables by age, drillable