Step 1: Access the Accounting Module
Once logged in, go to the left side panel and select Accounting.
Step 2: Open Accounts Receivable Summary
Click Accounts Receivable Summary to view a general overview of customer balances.
Step 3: Review Accounts Receivable Summary
The summary provides key information such as:
Total receivables
Due dates
Payment statuses
This gives you a quick snapshot of how much money your business is expected to collect.
Step 4: Open Accounts Receivable Details
Click Accounts Receivable Detail for a deeper view of individual customer transactions.
Step 5: Review Accounts Receivable Details
The detail view displays:
Invoices and references
Payment history
Credits or adjustments
Outstanding amounts
This helps you track collections accurately and maintain strong cash flow.
✅ Tip: Use both the Summary and Detail views together to keep customer payments up to date and ensure clear visibility of receivables across all accounts.