Review Accounts Receivable
See unpaid customer balances and follow up using authoritative invoice and payment records.
Before you start
Accounts Receivable has full workflow access on every plan.
Open Accounts Receivable
Dashboard → Sales → Receivables
Start from Dashboard, open Sales, and select Receivables. On mobile, open the workspace menu first when the named menu is not visible.
Open Receivables
Open Receivables. Review the information shown before continuing to the next step.
Review total outstanding and overdue balances
Review total outstanding and overdue balances. Review the information shown before continuing to the next step.
Filter or inspect customer balances
Filter or inspect customer balances. Review the information shown before continuing to the next step.
Open the related invoice
Open the related invoice. Review the information shown before continuing to the next step.
Verify payments and credit notes
Verify payments and credit notes. Review the information shown before continuing to the next step.
Follow up with the customer when required
Follow up with the customer when required. Review the information shown before continuing to the next step.
Record received payments against the correct invoice
Record received payments against the correct invoice. Review the information shown before continuing to the next step.