Review the customer charge, send the draft and follow the outstanding balance.
AR Specialist selects the customer and organization, records the issue date and due date, and enters the revenue lines. Keep the invoice in Draft while checking the subtotal, recorded output tax and total against the commercial evidence.
AR Specialist checks the customer reference, contact details and payment terms. Resolve a disputed amount or incorrect account coding before using the send action. Agree how the customer receives the document through the chosen delivery connection.
AR Specialist invokes the invoice send action. It records the operation receipt and moves the invoice from Draft to Sent. Inspect the action result and follow the delivery procedure if the customer's copy needs attention. Retain the local action evidence alongside any external delivery confirmation.
Treasury Analyst identifies an inbound payment and links it to the correct invoice and customer. AR Specialist checks the amount received and remaining balance. A partial receipt leaves the invoice Partially Paid; a full supported settlement can move it to Paid.
AR Specialist compares the due date with the remaining amount and follows Overdue invoices. Keep the customer discussion tied to the invoice number and payment evidence so that a payment query does not conceal a genuinely unpaid balance.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.