What is the Receivables page?

What is the Receivables page?

The Receivables page provides a snapshot of your accounts receivable (sales invoices) imported from your accounting package.

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What can I do on the Receivables page?

  • Sort and filter invoices:

    • Sort by customer, invoice number, issue date, or outstanding amount.

    • Search by customer name.

    • Filter by risk group, reminder group, or invoice status.

  • Quick navigation:

    • Click an invoice number to view its overview.

    • Click a customer name to open their customer record.

  • Late fees:

    • If Late Fees are enabled in your Credit Control Settings, late fees and their calculations will appear in the far-right column.

 


Need more help?

If you have questions or need assistance, please contact our customer success team via the Satago Help Centre.