Accounts Receivable

Cash flow is the lifeblood of any business. The Accounts Receivable (AR) reports ensure you are never caught off guard by unpaid invoices or looming debts from your B2B or credit-based customers.

AR Aging Report

The Aging Report is the most critical tool for debt collection. It breaks down outstanding customer balances into specific aging buckets (e.g., Current, 30 days, 60 days, 90 days, 120+ days overdue).

Customer Statements

You can generate a comprehensive statement for any specific customer, detailing every invoice, payment, and credit note, resulting in a clear running balance.

AR Summary

The AR Summary provides a high-level view of your total receivables, the total number of customers currently carrying a balance, and your average collection period.

Real-World Use Cases

Debt Collection Prioritization: The accounts team pulling the AR Aging report every Monday and calling only the clients listed in the "90+ Days Overdue" column.
Dispute Resolution: Generating and emailing a PDF Customer Statement to a client who claims they have already paid an invoice, clearly showing their historical payments and current balance.
Credit Limit Reviews: Reviewing the AR Summary to determine if overall outstanding debts are growing too large, prompting a freeze on new credit lines for the upcoming month.

Ensure you get paid on time with comprehensive Accounts Receivable reporting.

Accounts Receivable

Cash flow is the lifeblood of any business. The Accounts Receivable (AR) reports ensure you are never caught off guard by unpaid invoices or looming debts from your B2B or credit-based customers.

AR Aging Report

The Aging Report is the most critical tool for debt collection. It breaks down outstanding customer balances into specific aging buckets (e.g., Current, 30 days, 60 days, 90 days, 120+ days overdue).

Customer Statements

You can generate a comprehensive statement for any specific customer, detailing every invoice, payment, and credit note, resulting in a clear running balance.

AR Summary

The AR Summary provides a high-level view of your total receivables, the total number of customers currently carrying a balance, and your average collection period.

Real-World Use Cases

Debt Collection Prioritization: The accounts team pulling the AR Aging report every Monday and calling only the clients listed in the "90+ Days Overdue" column.

Dispute Resolution: Generating and emailing a PDF Customer Statement to a client who claims they have already paid an invoice, clearly showing their historical payments and current balance.

Credit Limit Reviews: Reviewing the AR Summary to determine if overall outstanding debts are growing too large, prompting a freeze on new credit lines for the upcoming month.

Ensure you get paid on time with comprehensive Accounts Receivable reporting.