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- Accounts Receivable System
- Who it's for
- Goods and distribution
Goods and distribution
Connect customer billing to the goods and delivery evidence you already use. Accounts Receivable System brings the relevant customer balances, collection decisions and receipt evidence into the shared workspace. Configure the source ownership and access boundaries before migration.
How Accounts Receivable System is set up for you
Customer order references
Preserve the customer purchase-order number and source evidence on the invoice. Billing does not create a shipment or prove goods were accepted. Fulfillment remains with its owning operation.
Short pays
Match actual receipt cash separately from quantity, pricing or return disputes. A deduction needs its own reviewed resolution; a short payment cannot be treated as full settlement simply because the remittance names the invoice.
Credit restrictions
Active customer holds affect permitted new billing and recurring work. Review the underlying balance and retain the authorized release rather than clearing every restriction after one receipt.
Invoices, payment applications, credit holds.
Features to start with
Roles on the team
- AR Manager
- Owns the operational AR machine. Configures dunning policies, manages collections cases, releases credit holds, and approves credit memos under threshold. Escalates write-offs to the Controller.
- AR Clerk
- The operational role — the day-in / day-out AR seat. Drafts and sends Invoices, applies payments received against open Invoices, processes credit memos under threshold, sends manual dunning when a Customer-specific situation calls for it.
Set up Accounts Receivable System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.