:::info ಅನುವಾದ ಟಿಪ್ಪಣಿ ಈ ಡಾಕ್ಯುಮೆಂಟ್ ಪ್ರಸ್ತುತ ಇಂಗ್ಲಿಷ್ನಲ್ಲಿ ಇದೆ. ಶೀಘ್ರದಲ್ಲೇ ಕನ್ನಡಕ್ಕೆ ಅನುವಾದಿಸಲಾಗುವುದು. :::
💰 Receivables Overview
Track all outstanding customer balances, monitor overdue invoices, and stay on top of your cash flow — all in one place.
Overview
The Receivables module gives you a consolidated view of:
- Total outstanding amounts across all customers
- Invoices that are overdue (past their due date)
- Invoices that are pending (not yet due)
- Per-customer breakdowns with status badges and amounts
Accessing Receivables
Navigate to Receivables from the main menu.
Summary Cards
At the top of the page, four summary cards provide an at-a-glance overview:
| Card | What It Shows |
|---|---|
| Total Receivables | Total outstanding amount across all customers (₹) |
| Pending (n) Invoices | Total value of pending invoices — count of pending invoices shown in the label |
| Overdue (n) Invoices | Total value of overdue invoices — count of overdue invoices shown in the label |
| Customers with Receivables | Number of customers who have any outstanding balance |
Search
Use the Search customers... field to filter customers in real time. The search matches against:
- Customer name
- Phone number
- Email address
Tabs
The customer list is presented in three tabs, each showing the count in brackets:
| Tab | Description |
|---|---|
| All Customers (n) | All customers with any outstanding balance |
| Overdue (n) | Customers who have at least one overdue invoice |
| Pending (n) | Customers who have at least one pending (not-yet-due) invoice |
Switching tabs filters the customer list — the Overdue tab shows each customer's total overdue amount, the Pending tab shows each customer's total pending amount.
Customer Rows
Each customer appears as a row showing:
| Field | Description |
|---|---|
| Customer Name | Name of the customer |
| Pending badge | Blue badge showing the number of pending invoices (e.g., 2 Pending) |
| Overdue badge | Orange badge showing the number of overdue invoices (e.g., 1 Overdue) |
| Amount | Total receivable amount for that customer |
Click a customer row to expand it and see their individual invoices.
Expanded View — Overdue Invoices
A table listing all overdue invoices for that customer:
| Column | Description |
|---|---|
| Invoice # | Invoice number |
| Date | Invoice date |
| Due Date | Original due date |
| Days Overdue | Number of days past the due date |
| Amount | Total invoice amount |
| Action | View invoice button |
Expanded View — Pending Invoices
A table listing all pending invoices for that customer:
| Column | Description |
|---|---|
| Invoice # | Invoice number |
| Date | Invoice date |
| Due Date | Upcoming due date |
| Pending Amount | Remaining unpaid amount |
| Action | View invoice button |
The Days Overdue value is colour-coded by severity — the more overdue an invoice, the more prominent the colour.
Navigating to an Invoice
Click the View icon (eye) on any invoice row to navigate directly to the full invoice detail page.