Accounts Receivable

Accounts Receivable tracks the money customers owe you. The screen at Accounting > Entities > Accounts Receivable is a read-only view built from the AR aging report: it lists unpaid, partly paid and overdue invoices and groups them by how long they have been outstanding.

The Tabs

Five tabs are shown: Overview, Customers, Invoices, Credit Notes and Aging Report. Only Overview, Invoices and Aging Report contain data. The Customers and Credit Notes tabs never load anything, so the Active Customers and Credit Notes figures on the Overview always read zero. Use Accounting > Entities > Customers for customer records.

Aging Buckets

Aging is measured in days past the invoice due date, not days since the invoice was issued. The underlying report uses five buckets:

• Not yet due — the due date has not passed.
• Current — 1 to 30 days past due.
• 31–60 days past due.
• 61–90 days past due.
• 91+ days past due.

Note that “Current” on this screen means already overdue by up to a month, which is stricter than the common reading of the word.

Chasing Overdue Invoices

The invoices list offers Send Reminder per row. It records the action in the audit trail and confirms on screen, but it does not send an email or an in-app notification to the customer — contact the customer yourself and treat the button as a log entry.

There is no notes field on this screen: the invoice rows are projected from the aging report with an empty notes value, so keep follow-up history in your CRM or client record instead.

Bad Debts

There is no write-off feature. A bad-debt permission exists internally, but no screen, service or journal-entry builder implements a write-off, and the seeded chart of accounts has an Allowance for Doubtful Accounts (1210) but no bad debt expense account. To write off an irrecoverable debt today, create the expense account you need and post the write-off as a manual journal entry, then void or credit the invoice so it leaves the aging report.