Accounts Receivable shows what each customer owes you across all of their open invoices, so you can see and collect on your balances in one place.
Open Point of Sale > Accounts Receivable in the sidebar.
The top of the page has three summary cards
- Total Outstanding: the total dollar amount your customers still owe.
- Customers Owing: how many customers currently carry a balance.
- Overdue: the dollar amount that is past its due date.
Below the cards is an aging row that splits your total receivables into Current, 1-30, 31-60, 61-90, and 90+ days, so you can see how old the money owed is at a glance.
The main table lists one row per customer, not one row per invoice
- Customer: click the name to open their record and full statement.
- Open Invoices: how many unpaid invoices make up their balance.
- Oldest Due: the due date of their oldest open invoice.
- Overdue: how much of their balance is past due, shown in red.
- Balance: everything they currently owe.
- Receive: collect a payment from that customer (see below).
Click the Oldest Due, Overdue, or Balance column heading to sort, and use the search box to find a customer by name.
Each customer who has A/R activity also has an Accounts Receivable card on their own page, with their running balance, a 30 / 60 / 90 day aging breakdown, their open invoices, and their payment history, so you can hand them a clear statement of what they owe.
To collect on a balance, click Receive on a customer (or Receive Payment on their page, from their Accounts Receivable card). The Receive Payment screen applies the money across their open invoices: pay one in full, take a partial payment, or split one payment across several invoices and tender types, oldest invoices first. Any overpayment becomes store credit.
The Open items page (top right) is a read-only, line-by-line view of every open receivable, each with its own Receive link. A Recent A/R Payments section at the bottom of the Accounts Receivable page shows the latest payments applied to receivables.