Accounts Receivable on Neo-Ledger Documentation

Customers

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Customers #

Your customer records are the foundation of everything in Accounts Receivable — invoices, transactions, payments, and reminders all pull their defaults from here. Keeping customers complete and accurate means less manual entry on every document you create.

Navigate to AR → Customers to view, add, and edit your customers.

Customer list #

The list shows all your customers. Click any customer’s name or number to open their record for editing.

Sales Invoice

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Sales Invoice #

Sales invoices let you bill customers for services, track payments, and generate professional PDFs — all in one place. Navigate to AR → Sales Invoice to create or open an invoice.

Before you begin #

To create a sales invoice you need:

At least one customer set up in the system (AR → Customers)
At least one AR record account configured in your chart of accounts (an account with the AR link — see Record account below)
At least one payment account configured (an account with the AR_paid link — see Payment account below)
At least one service in the catalogue, or you can enter descriptions manually

Header section #

Customer #

Select the customer from the dropdown. Type to search by name or number. When a customer is selected, their address, credit limit, and remaining credit are shown below the field.

AR Transaction

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AR Transaction #

Use an AR Transaction when you need to post a customer accounting entry directly to your general ledger accounts — to record an adjustment, correct a posting, or process a document that arrived from outside Neo-Ledger. If you want to keep service-based records of your sales, use a Sales Invoice instead, which is built around the service catalogue.

Navigate to AR → Transaction to create or open an AR transaction.

Recurring Invoices

Mon, 01 Jan 0001 00:00:00 +0000

Recurring Invoices #

Neo-Ledger can automatically create invoices on a repeating schedule — daily, weekly, or monthly — so you don’t have to recreate the same invoice by hand each period. You set up the invoice once, define the schedule, and Neo-Ledger takes care of the rest.

Navigate to AR → Recurring Invoices to see all your configured schedules.

Your recurring invoice schedules #

The list shows all active and inactive recurring schedules. For each one you can see:

Batch Email Invoices

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Batch Email Invoices #

Instead of opening each invoice individually to send it, Neo-Ledger lets you email or print any number of invoices in one go. You can also track which invoices have already been sent and mark them accordingly.

Navigate to AR → Batch → Batch Email Invoices.

Finding the invoices you want to send #

Search for invoices using any combination of filters:

Filter	Description
Customers	Narrow to a specific customer.
Customer Number	Narrow by customer number.
Invoice Number	Find a specific invoice.
Description	Search by invoice description.
Transaction Date From / To	Filter by date range.

You can also filter by send status:

Consolidate Invoices

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Consolidate Invoices #

If a customer has several open invoices, you can merge them into a single invoice — making it easier for the customer to pay and simpler for you to track. Navigate to AR → Batch → Consolidate Invoices.

How it works #

When you open the page, Neo-Ledger automatically loads all open (unpaid) AR invoices and groups them by currency, AR account, and customer. Each customer group shows how many invoices they have outstanding and the combined total.

Reminders

Mon, 01 Jan 0001 00:00:00 +0000

Reminders #

Neo-Ledger can send payment reminders to customers with outstanding invoices. There are three escalating reminder levels — a gentle first notice, a firmer follow-up, and a final reminder — each with its own email template and PDF layout. You control which level each invoice is at and can email or print reminders for many invoices at once.

Navigate to AR → Batch → Reminder.

Finding invoices that need reminders #

Use the search filters to pull up the invoices you want to work with: