Receivables & Payables
/finance finance.manage
This is the money-in / money-out side of Finance: what customers owe you, what you owe suppliers, the cash you record against them, and the queue of what to chase. Each tab is its own detailed page below.
How to open it: top navigation → Finance → the Receivables, Payables, Payments, Cheques or Follow-ups tab.
The tabs
📈
Receivables
What customers owe — aging buckets, columns, add receivable / new invoice.
📉
Payables
What you owe suppliers — aging buckets, add payable, supplier bill / credit note.
💶
Payments
Record money received and paid, and how it allocates to documents.
🧾
Cheques
Track post-dated and received cheques through their lifecycle.
🔔
Follow-ups
The action queue — quotes/documents that need chasing.