Finance & expenses
Review receivables
Review amounts due from clients and use invoice details to follow up on outstanding balances.
What this does
Use Receivables to review amounts due from Finance clients and follow up using the related invoice record.
Steps
- Open Receivables and review the balances and statuses shown.
- Open the related invoice when you need to confirm its details or current status.
- Use Payments to review recorded payments against the relevant account or invoice.
Result
Use the figures and statuses displayed in the workspace; a receivable is not itself a payment record.
Related/Next guide: Create and manage invoices.
Related articles
- Create and manage invoicesReview invoices and use the available actions to create, edit, or open an invoice.
- Review paymentsReview recorded Finance payments and connect them to the relevant invoice or account.
- Manage Finance clients and vendorsCreate and maintain Finance clients and vendors; Finance clients are separate from Sales customers.