How to track customer accounts receivable

Accounts Receivable shows everything your customers still owe, organized by how overdue each balance is. From one page you can review aging totals, set payment terms, record incoming payments, and generate statements—keeping your credit accounts under control.

1. 1

   Open Accounts Receivable

   Under Customers, open the Accounts Receivable page. The header reads Accounts Receivable. If no balances exist yet, you'll see an empty state with a Receive Payment option; otherwise the full dashboard loads.

2. 2

   Review the aging KPI cards

   Six cards across the top summarize what's owed, each showing an amount and an order count. Overdue buckets are color-coded so problem balances stand out:

   • Total — the full amount owed across all accounts
   • Not yet due — balances still within their payment term
   • 1-30 days — recently overdue
   • 31-60 days — and 61-90 days, escalating in color
   • 91+ days — the most overdue balances
3. 3

   Filter and find an account

   Use the tabs (All, 1 - 30 Days, 31 - 60 Days, 61 - 90 Days, 91+ Days) to focus on a single aging bucket. You can also Search customer, Filter by Tags, and sort any column. Click a customer's name to open their account preview.

4. 4

   Set a payment term

   In the Terms column, click the badge (it reads Add Term until a term is set) and choose an option. When you change a term, a confirmation lets you decide whether to also apply it to that customer's existing open balances.

   • Due on Receipt
   • Net 7, Net 15, Net 30
   • Net 60, Net 90, Net 120
5. 5

   Click Receive Payment

   Select one or more customers, then click Receive Payment (or use the row action). The Receive Payment screen shows the Total Amount Owed and that customer's outstanding orders.

6. 6

   Enter the payment and allocate it

   Fill in the payment details, then submit. The amount is spread across open orders automatically, or you can type an amount per order to override.

   • Amount Received — the total payment
   • Apply payment to orders from — Old to New or New to Old
   • Payment Method — pick from your store's methods
   • Payment Date — defaults to today
7. 7

   Add comments and follow-ups

   In the Comments column, click Add Comment to log a note or follow-up reminder on an account (placeholder: "Type a comment, note, or follow-up reminder…"). The latest comment shows directly in the row for quick reference.

8. 8

   Print statements and export

   Click Print Statement to open Generate Accounts Receivable Statement. Choose All customers or Specific customers, pick which Aging Summary buckets to include, optionally check Include order details, then Generate Statement. Use Export to download accounts as CSV.