Accounts receivable

Open it

1. Go to the left navigation panel.
2. Click Finance.
3. Open Accounts Receivable.

Filters

• Select Date Range, with a start date and an end date.
• Select Customer, from the customers in your system.

Filter by one customer before you ask them for payment. You see every invoice they owe, with due dates, so the collection call can be short and specific.

The table

Columns are the customer name, invoice number, invoice date, credit amount, bill amount, payment record, due date, status and balance amount.

Click the invoice number to open the sales invoice details page. You can review the original transaction without searching for it.

Totals

Below the table, Kuver Books shows totals for the credit amount, bill amount, payment record and balance amount. The totals are recalculated whenever you change the filters. A record count shows how many rows are visible out of the total.

Export

Export Data downloads the receivable report in the available formats. It follows the current view, so the file matches the screen. Send this file to the person who makes the collection calls.

How the figures are produced

• A sales invoice sets the amount to be received.
• Accounts receivable tracks how much is still unpaid and updates when customers pay.
• A part payment leaves the balance open. A full payment marks the invoice completed.
• Completed invoices drop out of pending receivables.
• An approved credit note reduces the balance.

Using it properly

Read the due date column as well as the balance. A large balance that is all within the payment terms is normal and healthy. A smaller balance that is mostly past its due date is a problem. Overdue amounts can turn into bad debt, which is money you never collect.

If receivables rise faster than sales, it usually means customers are taking longer to pay. It does not usually mean they are buying more. The dashboard financial metrics panel shows the same trend.

For the payment history and settlement, use Sales, then Customer Payment.