AR Visibility & Invoice Tracking

Quick Receivable brings accounts, invoices, and aging balances together in one place, so your team has a clear view of what each customer owes before taking collection action.

The All Accounts List

The All Accounts list rolls up every customer into one sortable table.

• Sort by past due, credit limit, or Priority Score to find where to focus first.
• A Priority Score is shown for every account, so your team always knows where to focus.
• Credit limit and total past due are shown side by side for every customer.
• Aging balances are grouped by 30, 60, 90, and 120+ days past due.

The Account Record

Open any account to see the numbers that matter first, without digging through related lists.

• Total AR
• Total Past Due
• Credit Usage %
• Broken Promise
• Max DPD
• Collector
• Collector Sentiment Score
• Autopay

• A named Collector is assigned to the account, so ownership is always clear.
• A sticky note gives quick, shared context the whole team can see.
• Related invoices, payments, and disputes are all connected to the account.

Invoice Management & Tracking

Each invoice shows the details your AR team needs to decide what action to take next.

• Due Date
• Amount
• Status
• SAP Order No
• Purchase Order No
• Contract Status
• Disputed Amount
• Promised Amount
• Promised Date
• Days Past Due
• Plant Name

• Send an outstanding statement straight from the invoice list.
• Flag an invoice as disputed in one click.
• Apply a payment from the same screen using Payment Workbench.

Accounts Receivable Aging

See current and overdue balances by aging bucket, from current invoices to long-overdue accounts. Use days past due to quickly find the accounts and invoices that need attention.

• An account-level aging chart, from Current out to 1441+ days past due.
• Portfolio-level aging columns by 30, 60, 90, and 120+ days on the All Accounts list.
• An Aging Bucket Current report showing every account's balance by bucket, ready out of the box.