Accounts Receivable #
The Accounts Receivable module manages everything related to money owed to your company by customers.
Pages in this section #
| Page | Description |
|---|---|
| Customers | Add and manage customer records including address, VAT rates, payment terms, and email messages |
| Sales Invoice | Create and manage sales invoices, including printing, emailing, QR bills, and templates |
| AR Transaction | Post customer accounting entries directly to GL accounts; also created automatically from Document Inbox uploads |
| Recurring Invoices | Set up invoices that are created automatically on a daily, weekly, or monthly schedule |
| Batch Email Invoices | Search, email, print, and track sent status across multiple invoices at once |
| Consolidate Invoices | Merge multiple open invoices for the same customer into a single invoice |
| Reminders | Manage and send payment reminders for overdue invoices |