Receivables Manager

The Receivables Manager provides a comprehensive accounts receivable dashboard for managing customer credit and collections. It combines a filterable customer list (left) with a real-time dashboard panel (right) showing contact details, credit controls, risk badges, aging charts, payment trends, and collection notes. Access from Sales › Receivables Manager or from the Navigation Sidebar.

Filter Controls

Use these controls to narrow the customer list by status, location, name, and date range.

Field	Description
Status	Filter customers by receivables status: Outstanding Balance Only, Overdue Invoices Only, High Risk Only, or All Active Customers.
Store	Limit results to a specific store location.
Customer Search	Free-text search to quickly find customers by name or number.
Date Range	Quick date range presets for filtering transaction history.
From	Start date for the transaction analysis period.
To	End date for the transaction analysis period.

Status

Filter customers by receivables status: Outstanding Balance Only, Overdue Invoices Only, High Risk Only, or All Active Customers.

Store

Limit results to a specific store location.

Customer Search

Free-text search to quickly find customers by name or number.

Date Range

Quick date range presets for filtering transaction history.

From

Start date for the transaction analysis period.

To

End date for the transaction analysis period.

Customer List

Displays matching customers with Number, Name, and current Balance columns. Select a customer to load their dashboard data on the right panel.

Customer & Account Details

Contact information panel for the selected customer.

Customer Name

The customer's display name shown in bold.

Contact

Primary contact person for the customer.

Phone

Primary phone number on file.

Email

Email address for correspondence and statements.

Terms

Payment terms assigned to this customer (e.g., Net 30, 2/10 Net 30).

Quick Credit Controls

Credit Hold

Toggle to immediately place or remove a credit hold on this customer. When active, the customer cannot be invoiced until the hold is removed. Changes are saved immediately.

Credit Limit

Set or adjust the customer's maximum credit balance. Changes are saved immediately when modified.

Account Risk Badges

Visual status indicators that provide an at-a-glance risk assessment for the selected customer. Each badge shows a red/amber warning state or a green healthy state.

Credit Hold Badge

Shows CREDIT HOLD ACTIVE (red) when hold is on, or Good Standing (green) when clear.

Credit Limit Badge

Shows CREDIT LIMIT EXCEEDED (red) when balance exceeds limit, or Credit Limit Normal (green).

Overdue Badge

Shows SEVERELY OVERDUE (red) when 90+ day balance exists, or No Long-overdue Balance (green).

Payment Speed Badge

Shows SLOW PAYER with average days vs terms (amber/red), or Prompt Payer with average days (green).

Returns Badge

Shows HIGH RETURNS with ratio (amber/red) if return ratio is excessive, or Normal Returns (green).

Aging & Trends

Aging & Trend Charts

Visual dashboard showing two charts side by side. Left: Aging Balance Distribution bar chart (Current, 30d, 60d, 90d, 120d+ with colour-coded severity). Right: Sales & Payments Trend showing monthly sales (green bars), payments/returns (blue bars), and running balance (purple line).