AR
All plansBranded invoices with PDF generation. Recurring invoicing. AR aging. ASC 326 allowance for doubtful accounts. Statement runs. A tokenized customer portal for self-serve statement access.
Invoicing
Invoices carry your branding, PDF output, and email send. Recurring invoicing posts on the schedule you set via SmartGL. Customer portal access via tokenized URL lets customers view and download statements without a login.
Collections
AR aging reports cover current, 1-30, 31-60, 61-90, and over 90 buckets. Collections runs automated dunning sequences, lets you bulk-send statement emails, and tracks per-customer collection status. ASC 326 allowance for doubtful accounts uses the aging-bucket method.
Recognition
When an invoice line belongs to a revenue arrangement, the recognition schedule on Growth and Enterprise governs when revenue posts. See /features/revenue-recognition. Multi-invoice payment allocation handles early-pay discounts and write-offs.
Want a closer look?
Walk through the workflow with our team. We'll show how it fits your books and answer questions on plan fit, migration, and rollout.
Questions
The customer portal supports self-serve statement access via tokenized URL. Payment execution depends on your connected payment integrations.
Yes. See /features/estimates-and-quotes. Estimates can be sent for customer acceptance and converted to invoices or revenue arrangements.
Related
Revenue
ASC 606 arrangements with performance obligations, as-invoiced or ratable recognition, deferred revenue schedules, and recurring revenue intelligence on Enterprise.
Read moreRevenue
Enterprise ARR/MRR analytics. Movements, retention, and reconciliation back to arrangements and recurring invoice templates by record ID.
Read morePre-sale
Estimates, quotes, and proposals with acceptance workflow, progress invoicing, and conversion to invoice or revenue arrangement.
Read moreStart a free account in minutes, see the plan that fits, or book a guided demo with our team.