These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Accounts Receivable System
- Features
- Customer billing
Customer billing
Customer billing gives the AR team a consistent starting point for each invoice. Customers hold the receivables relationship: billing contacts, account ownership, payment terms, statement cadence and credit context. A CRM account can supply the identity while AR maintains its own billing fields. Keep the source identifier so imports and manual entry do not create separate balances for the same customer.
OverviewRecurring Schedules Due This Week×
Accounts Receivable System · Customer billing
New
Recurring Schedules Due This Week
Recurring invoice schedules
| Schedule number | Customer | Frequency | Start date | End date | Next run date | |
|---|---|---|---|---|---|---|
| RIS-92882 | Blue Vale Equipment Co. | Weekly | 28 Oct | 01 Nov | 23 Oct | |
| RIS-27419 | Blue Vale Equipment Co. | Monthly | 29 Oct | 04 Nov | 23 Oct | |
| RIS-56207 | Ternfield Energy Services | Quarterly | 15 Oct | 18 Oct | 22 Oct | |
| RIS-26325 | Mossline Property Group | Annual | 01 Nov | 10 Nov | 23 Oct | |
| RIS-97965 | Juniper Crest Foods | Weekly | 01 Nov | 07 Nov | 23 Oct |
6 of 6 records
Blue Vale Equipment Co.Recurring invoice schedules · RIS-92882
WeeklyStart date28 Oct
End date01 Nov
Next run date23 Oct
TemplateTax-exempt customer invoice
What you can do
Set the terms before billing
Billing terms define the agreed due-date basis and any configured late-fee policy. Invoice templates carry the document presentation and remit-to information for the relevant entity or division. The AR Manager reviews the defaults with the Controller before the team uses them. A change to today’s default should not silently rewrite a document already sent. Retain the terms and tax basis governing each invoice so the customer and finance team can explain its amount and due date.
Make recurring billing predictable
Recurring invoice schedules connect a customer, frequency, start and end dates, next run date and frozen template lines. The scheduled occurrence generates a draft for the AR Clerk to review; it is not proof that a service was delivered or that the customer accepted an amount. Give each occurrence a stable identity so a retry cannot create another invoice. Honor pauses, end dates and active credit holds. Changing future template lines preserves invoices produced from previous versions.
Keep the customer view in scope
A Sales Rep needs the balances of their own accounts without unrestricted customer or accounting access. A Customer receives only their permitted invoice and payment context. AR staff maintain billing details through their assigned roles, while bank and payment fields keep their own restrictions. Configure those boundaries before inviting a customer or connecting CRM. Reconcile customer identity, open balances and pending schedules together during migration, then test a repeated import and an account-owner change before expanding the population.
What your team sees
- Recurring Schedules Due This Week. Open the related records within your assigned scope.
- My Customers’ Aging (Sales). Open the related records within your assigned scope.
What it keeps track of
Data model- Customers
- The AR-grain customer record. May shadow a CRM Account; this row carries the credit, billing, and dunning fields finance owns.
- Billing terms
- Catalog of payment terms. Net 15, Net 30, Net 60, Net 90, EOM, Prepay, Due on Receipt, plus optional late-fee rule.
- Invoice templates
- Branded invoice render formats. Picks the logo, tax footnote language, and remit-to. One template per legal entity / division.
- Recurring invoice schedules
- Subscription / retainer billing config. The recurring-invoice generation workflow walks these daily and materializes Invoices. Each occurrence is uniquely keyed by schedule and scheduled date; honor end date and credit holds, and preserve previous generated invoices when changing future terms.
- Credit holds
- Customer-level credit hold. While Active, no new Invoices may be sent and no recurring invoice schedules generate for the Customer.
Who uses it
Permissions- AR Manager
- Maintains customer billing defaults.
- Controller / CFO
- Reviews policy changes.
- AR Clerk
- Prepares schedules and drafts.
- Sales Rep
- Sees assigned customers.
- Customer
- Sees only their own permitted records.
Set up Accounts Receivable System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.