Accounts receivable
Track payment collection, payment status and customer follow-up.
BIG PICTURE
Daily collection progress
Payments collected against balances due today
0%
0%100%
Receivables by status
Coordinate Finance and Sales follow-up
AR aging
Outstanding receivables grouped by age
Today's collection actions
Accounts that need attention first
Customer accounts
Search invoices, balances and collection status
| Customer | Invoice | Due date | Amount | Received | Outstanding | Status | Owner | Review |
|---|
Statement of Account
Customer statement
Select a customer to review invoices and payments
| Invoice | Due date | Invoice amount | Debit note | Credit note | Total | Paid | Balance | Status |
|---|
Payment details
| Receipt | Date | Invoice | Amount | Balance due | Reference | AutoCount |
|---|
Collection worklist
Prioritised tasks for Finance and Sales
FINANCE MANAGER ONLY
Role access control
Choose the pages, dashboard sections and permitted actions available to each operational role.