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Prerequisites
  • Customers are set up under Selling > Customer
  • Income accounts exist under Accounts > Chart of Accounts
What it does:Enables you to create and send customer invoices, record incoming payments against those invoices, and view aging reports for outstanding receivables.Why it matters:
  • Accelerates collections and improves liquidity
  • Provides visibility into overdue invoices
  • Reduces credit risk and supports better credit control Step 1: Create and Send a Sales Invoice
  1. Navigate to Sales ▶️ Sales Invoice ▶️ New
  2. Select Customer and Posting Date
  3. Add item lines or service descriptions, quantities, rates, and tax rules
  4. Review Invoice Total and Due Date
  5. Click Save and then Submit
  6. Use Print or Email to send the PDF to your customer
> 💡 Tip: Customize your email template under Selling ▶️ Email Settings for branded communications.

​
💰 Step 2: Record Customer Payments

  1. Go to Accounts ▶️ Payment Entry ▶️ New
  2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
  3. Link open Sales Invoices in the References section
  4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
  5. Click Save, then Submit
> 🔄 Tip: For bulk receipts, use Tools ▶️ Payment Run to apply one payment across multiple invoices.

​
📊 Step 3: Monitor Outstanding Invoices

  1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
  2. Filter by Company, From Date / To Date, or Customer
  3. Click Refresh to view:
    • Invoice dates and due dates
    • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)
> 🕒 Tip: Schedule this report as a dashboard widget for daily visibility of overdue balances.Step 1: Create and Send a Sales Invoice
  1. Navigate to Sales ▶️ Sales Invoice ▶️ New
  2. Select Customer and Posting Date
  3. Add item lines or service descriptions, quantities, rates, and tax rules
  4. Review Invoice Total and Due Date
  5. Click Save and then Submit
  6. Use Print or Email to send the PDF to your customer
> 💡 Tip: Customize your email template under Selling ▶️ Email Settings for branded communications.

​
💰 Step 2: Record Customer Payments

  1. Go to Accounts ▶️ Payment Entry ▶️ New
  2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
  3. Link open Sales Invoices in the References section
  4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
  5. Click Save, then Submit
> 🔄 Tip: For bulk receipts, use Tools ▶️ Payment Run to apply one payment across multiple invoices.

​
📊 Step 3: Monitor Outstanding Invoices

  1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
  2. Filter by Company, From Date / To Date, or Customer
  3. Click Refresh to view:
    • Invoice dates and due dates
    • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)
> 🕒 Tip: Schedule this report as a dashboard widget for daily visibility of overdue balances.Step 1: Create and Send a Sales Invoice
  1. Navigate to Sales ▶️ Sales Invoice ▶️ New
  2. Select Customer and Posting Date
  3. Add item lines or service descriptions, quantities, rates, and tax rules
  4. Review Invoice Total and Due Date
  5. Click Save and then Submit
  6. Use Print or Email to send the PDF to your customer
> 💡 Tip: Customize your email template under Selling ▶️ Email Settings for branded communications.

​
💰 Step 2: Record Customer Payments

  1. Go to Accounts ▶️ Payment Entry ▶️ New
  2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
  3. Link open Sales Invoices in the References section
  4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
  5. Click Save, then Submit
> 🔄 Tip: For bulk receipts, use Tools ▶️ Payment Run to apply one payment across multiple invoices.

​
📊 Step 3: Monitor Outstanding Invoices

  1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
  2. Filter by Company, From Date / To Date, or Customer
  3. Click Refresh to view:
    • Invoice dates and due dates
    • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)
> 🕒 Tip: Schedule this report as a dashboard widget for daily visibility of overdue balances.Step 1: Create and Send a Sales Invoice
  1. Navigate to Sales ▶️ Sales Invoice ▶️ New
  2. Select Customer and Posting Date
  3. Add item lines or service descriptions, quantities, rates, and tax rules
  4. Review Invoice Total and Due Date
  5. Click Save and then Submit
  6. Use Print or Email to send the PDF to your customer
> 💡 Tip: Customize your email template under Selling ▶️ Email Settings for branded communications.

​
💰 Step 2: Record Customer Payments

  1. Go to Accounts ▶️ Payment Entry ▶️ New
  2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
  3. Link open Sales Invoices in the References section
  4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
  5. Click Save, then Submit
> 🔄 Tip: For bulk receipts, use Tools ▶️ Payment Run to apply one payment across multiple invoices.

​
📊 Step 3: Monitor Outstanding Invoices

  1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
  2. Filter by Company, From Date / To Date, or Customer
  3. Click Refresh to view:
    • Invoice dates and due dates
    • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)
> 🕒 Tip: Schedule this report as a dashboard widget for daily visibility of overdue balances.Step 1: Create and Send a Sales Invoice
  1. Navigate to Sales ▶️ Sales Invoice ▶️ New
  2. Select Customer and Posting Date
  3. Add item lines or service descriptions, quantities, rates, and tax rules
  4. Review Invoice Total and Due Date
  5. Click Save and then Submit
  6. Use Print or Email to send the PDF to your customer
> 💡 Tip: Customize your email template under Selling ▶️ Email Settings for branded communications.

​
💰 Step 2: Record Customer Payments

  1. Go to Accounts ▶️ Payment Entry ▶️ New
  2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
  3. Link open Sales Invoices in the References section
  4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
  5. Click Save, then Submit
> 🔄 Tip: For bulk receipts, use Tools ▶️ Payment Run to apply one payment across multiple invoices.

​
📊 Step 3: Monitor Outstanding Invoices

  1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
  2. Filter by Company, From Date / To Date, or Customer
  3. Click Refresh to view:
    • Invoice dates and due dates
    • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)
> 🕒 Tip: Schedule this report as a dashboard widget for daily visibility of overdue balances.Step 1: Create and Send a Sales Invoice
  1. Navigate to Sales ▶️ Sales Invoice ▶️ New
  2. Select Customer and Posting Date
  3. Add item lines or service descriptions, quantities, rates, and tax rules
  4. Review Invoice Total and Due Date
  5. Click Save and then Submit
  6. Use Print or Email to send the PDF to your customer
> 💡 Tip: Customize your email template under Selling ▶️ Email Settings for branded communications.

​
💰 Step 2: Record Customer Payments

  1. Go to Accounts ▶️ Payment Entry ▶️ New
  2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
  3. Link open Sales Invoices in the References section
  4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
  5. Click Save, then Submit
> 🔄 Tip: For bulk receipts, use Tools ▶️ Payment Run to apply one payment across multiple invoices.

​
📊 Step 3: Monitor Outstanding Invoices

  1. Open Accounts ▶️ Reports ▶️ Accounts Receivable Aging
  2. Filter by Company, From Date / To Date, or Customer
  3. Click Refresh to view:
    • Invoice dates and due dates
    • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)
> 🕒 Tip: Schedule this report as a dashboard widget for daily visibility of overdue balances.

​
1.0 Create and Send a Sales Invoice

  1. Navigate to Sales > Sales Invoice > New
  2. Select Customer and Posting Date
  3. Add item lines or service descriptions, quantities, rates, and tax rules
  4. Review Invoice Total and Due Date
  5. Click Save and then Submit
  6. Use Print or Email to send the PDF to your customer
Customize your email template under Selling > Email Settings for branded communications.

​
2.0 Record Customer Payments

  1. Go to Accounts > Payment Entry > New
  2. Set Payment Type = Receive, Party Type = Customer, and choose the Customer
  3. Link open Sales Invoices in the References section
  4. Confirm Received Amount, Mode of Payment, and Paid To (bank/cash account)
  5. Click Save, then Submit
For bulk receipts, use Tools > Payment Run to apply one payment across multiple invoices.

​
3.0 Monitor Outstanding Invoices

  1. Open Accounts > Reports > Accounts Receivable Aging
  2. Filter by Company, From Date / To Date, or Customer
  3. Click Refresh to view:
    • Invoice dates and due dates
    • Outstanding amounts grouped by aging buckets (0–30, 31–60 days, etc.)