Receivables workspace
The AR Tracker, always current.
See every invoice, customer, due date, balance and payment state in one searchable register, backed by the systems where the work actually happens.
Invoice register
128 invoices
Search customer or invoiceAllOpenOverduePaid
| Customer | Invoice | Due date | Balance | Status |
|---|---|---|---|---|
| Northwind Traders | INV-1042 | Aug 27 | $24,500 | Sent |
| Contoso Ltd. | INV-1041 | Jul 30 | $12,800 | Overdue |
| Adventure Works | INV-1030 | Jun 12 | $31,200 | Paid |
The detail you need, from portfolio to invoice.
The register is built for repeated AR work: scan the portfolio, narrow the queue, open a record and act with its full accounting context intact.
Scan the portfolio
Monitor total invoices, outstanding and overdue balances, and monthly movement before opening the register.
- Balance-first KPI cards
- Contextual invoice counts
- Current versus previous month trends
Find the next account
Search by customer or invoice, filter by payment status and move through a paginated register without losing context.
- Status tabs
- Customer and invoice search
- Consistent pagination
Open the full record
Inspect amounts, dates, source links, line items, linked payments, notes and sync metadata on the invoice detail page.
- Payment allocation history
- Source-system provenance
- Private team notes
Put the whole receivable in one place.
Create, track and collect with the source data and team context attached.
Get started