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- Accounts Receivable System
- Who it's for
- Services and retainers
Services and retainers
Keep agreed terms, recurring drafts and customer adjustments connected. 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
Recurring terms
A schedule freezes the line basis for each occurrence and produces a draft for review. Changes to future fees preserve the invoices already issued, and paused or ended schedules must not keep generating new obligations.
Service disputes
Keep the disputed service period, amount and customer evidence attached to the invoice. Pause the affected dunning route while the AR Manager investigates and retain the approved credit separately from actual cash.
Billing measures
Recurring run-rate measures scheduled billing rather than earned revenue. Reconcile the invoice population and cutoff before using it in a finance review; the connected ledger owns revenue recognition.
Recurring invoice schedules, Disputes, credit memos.
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.