Before you start
- Sign in to the correct company.
- Confirm your role and company subscription allow this module.
- Complete required master data in connected source modules before starting a transaction.
- Use demo or authorized data while learning.
Workspace map
1. Search a customer and review AR, credit, advances, and net position
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
2. Filter invoices by payment, source, and delivery proof
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
3. Add a controlled manual invoice
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
4. Auto-allocate a payment or record an advance
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
5. Create and send account statements
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
6. Reconcile balances and sync online payments
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
7. Review, correct, reverse, and reissue supported transactions
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
Recommended operating sequence
- Search a customer and review AR, credit, advances, and net position
- Filter invoices by payment, source, and delivery proof
- Add a controlled manual invoice
- Auto-allocate a payment or record an advance
- Create and send account statements
- Reconcile balances and sync online payments
- Review, correct, reverse, and reissue supported transactions
Related procedural guides
Quotation to Cash
A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.
Open guide → WorkflowsCreate and Collect a Manual Customer Invoice
Use the receivables workspace for authorized invoices that do not originate from a sales order or dental-lab posting.
Open guide → WorkflowsB2B Portal Order to Delivery
Extend controlled ordering to approved customers, then fulfill through the same ERP stock, warehouse, dispatch, invoice, and payment chain.
Open guide → WorkflowsReceivables Follow-up & Collection
Separate relationship follow-up, field activity, promises, claims, and finance posting while keeping one customer context.
Open guide → WorkflowsMaintenance Ticket to Service Billing
Connect service intake, installed asset, scheduling, field visit, resolution, draft approval, official invoice, and collection.
Open guide → WorkflowsDental Case Intake to Invoice
A dedicated lab path from clinic request and intake through configurable production, materials, quality, delivery, revision policy, and receivables.
Open guide →Troubleshooting
- If an action is not visible, check role, permission, record status, and plan entitlement.
- If data is missing, correct the source module and refresh this workspace.
- Read the validation message before retrying; an approval or configuration step may be required.
- Do not bypass protected correction or reversal by creating a duplicate record.