Accounts Receivable

• Accelerates collections and improves liquidity
• Provides visibility into overdue invoices
• Reduces credit risk and supports better credit control Step 1: Create and Send a Sales Invoice

1. Navigate to Sales ▶️ Sales Invoice ▶️ New
2. Select Customer and Posting Date
3. Add item lines or service descriptions, quantities, rates, and tax rules
4. Review Invoice Total and Due Date
5. Click Save and then Submit
6. Use Print or Email to send the PDF to your customer

​

💰 Step 2: Record Customer Payments

1. Go to Accounts ▶️ Payment Entry ▶️ New
2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
3. Link open Sales Invoices in the References section
4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
5. Click Save, then Submit

​

📊 Step 3: Monitor Outstanding Invoices

1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
2. Filter by Company, From Date / To Date, or Customer
3. Click Refresh to view:
   • Invoice dates and due dates
   • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)

1. Navigate to Sales ▶️ Sales Invoice ▶️ New
2. Select Customer and Posting Date
3. Add item lines or service descriptions, quantities, rates, and tax rules
4. Review Invoice Total and Due Date
5. Click Save and then Submit
6. Use Print or Email to send the PDF to your customer

​

💰 Step 2: Record Customer Payments

1. Go to Accounts ▶️ Payment Entry ▶️ New
2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
3. Link open Sales Invoices in the References section
4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
5. Click Save, then Submit

​

📊 Step 3: Monitor Outstanding Invoices

1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
2. Filter by Company, From Date / To Date, or Customer
3. Click Refresh to view:
   • Invoice dates and due dates
   • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)

1. Navigate to Sales ▶️ Sales Invoice ▶️ New
2. Select Customer and Posting Date
3. Add item lines or service descriptions, quantities, rates, and tax rules
4. Review Invoice Total and Due Date
5. Click Save and then Submit
6. Use Print or Email to send the PDF to your customer

​

💰 Step 2: Record Customer Payments

1. Go to Accounts ▶️ Payment Entry ▶️ New
2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
3. Link open Sales Invoices in the References section
4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
5. Click Save, then Submit

​

📊 Step 3: Monitor Outstanding Invoices

1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
2. Filter by Company, From Date / To Date, or Customer
3. Click Refresh to view:
   • Invoice dates and due dates
   • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)

1. Navigate to Sales ▶️ Sales Invoice ▶️ New
2. Select Customer and Posting Date
3. Add item lines or service descriptions, quantities, rates, and tax rules
4. Review Invoice Total and Due Date
5. Click Save and then Submit
6. Use Print or Email to send the PDF to your customer

​

💰 Step 2: Record Customer Payments

1. Go to Accounts ▶️ Payment Entry ▶️ New
2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
3. Link open Sales Invoices in the References section
4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
5. Click Save, then Submit

​

📊 Step 3: Monitor Outstanding Invoices

1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
2. Filter by Company, From Date / To Date, or Customer
3. Click Refresh to view:
   • Invoice dates and due dates
   • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)

1. Navigate to Sales ▶️ Sales Invoice ▶️ New
2. Select Customer and Posting Date
3. Add item lines or service descriptions, quantities, rates, and tax rules
4. Review Invoice Total and Due Date
5. Click Save and then Submit
6. Use Print or Email to send the PDF to your customer

​

💰 Step 2: Record Customer Payments

1. Go to Accounts ▶️ Payment Entry ▶️ New
2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
3. Link open Sales Invoices in the References section
4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
5. Click Save, then Submit

​

📊 Step 3: Monitor Outstanding Invoices

1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
2. Filter by Company, From Date / To Date, or Customer
3. Click Refresh to view:
   • Invoice dates and due dates
   • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)

1. Navigate to Sales ▶️ Sales Invoice ▶️ New
2. Select Customer and Posting Date
3. Add item lines or service descriptions, quantities, rates, and tax rules
4. Review Invoice Total and Due Date
5. Click Save and then Submit
6. Use Print or Email to send the PDF to your customer

​

💰 Step 2: Record Customer Payments

1. Go to Accounts ▶️ Payment Entry ▶️ New
2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
3. Link open Sales Invoices in the References section
4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
5. Click Save, then Submit

​

📊 Step 3: Monitor Outstanding Invoices

1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
2. Filter by Company, From Date / To Date, or Customer
3. Click Refresh to view:
   • Invoice dates and due dates
   • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)