Customers and receivables
Open Accounting > Customers to use the Receivables tab of the Invoicing page. This is an AR rollup by customer, not a separate customer-master editor.
Review receivables
The page summarizes total outstanding, total overdue, and customers with open balances. When available, the GL section shows gross AR, allowance, net AR, subledger variance, year-to-date write-offs, and recoveries.
Each customer row shows outstanding and overdue balances, open-invoice count, last payment, and oldest invoice. Use the row actions to open the customer’s invoices, send a reminder for an eligible invoice, or place or release a credit hold with a reason.
The customer name links to the Customer 360 contact record. Customer identity and broader relationship data are managed there.
Allowance controls
Authorized users can configure an aging-bucket or manual allowance policy and generate a reserve journal entry. Review rates, manual reserve, and current subledger variance before generation.