Accounts Receivable
AR and Collections
Track client invoices, open balances, planned receipts, collection notes, and PO exposure before payment provider and CRM billing integrations come online.
Collections review needed
2 overdue invoice(s) need collection follow-up.
Clients
1
database
Invoices
2
2 open
Open AR
$18,500.00
$23,500.00 invoiced
Overdue
2
1 notes
Current
$0.00
1-30
$0.00
31-60
$18,500.00
61-90
$0.00
90+
$0.00
Collection Queue
| Invoice | Client | Due | Days Past Due | Balance | Status | Planned Payment | Latest Note |
|---|---|---|---|---|---|---|---|
| AR-DEMO-2026-001 | Demo Client A | May 31, 2026 | 58 | $10,000.00 | follow up | Jun 7, 2026 | Client committed to pay remaining balance after PO refresh. |
| AR-DEMO-2026-002 | Demo Client A | Jun 14, 2026 | 44 | $8,500.00 | current | Jun 14, 2026 | No note |
Recent Invoices
Ready to send
| Invoice | Client | Invoice Date | Due | Invoice Status | Payment | Total | Balance | Client PO |
|---|---|---|---|---|---|---|---|---|
| No client invoices have been created yet. | ||||||||