Accounts Receivable
Streamlines billing, collection tracking, and receipt allocation with full visibility into customer outstanding. Boosts cash flow and minimizes revenue leakage.
Customer Invoice Management
Generate, track, and manage customer invoices with seamless integration to sales and delivery processes, ensuring accuracy, faster billing, and complete financial visibility.
- Automated invoice creation
- Linked sales & delivery data
- Multi-format invoice output
Sales Returns & Credit Notes
Process customer returns and generate credit notes with accuracy by linking them to original invoices, ensuring correct adjustments and updated receivable balances.
- Return-to-invoice mapping
- Automated credit note posting
- Discrepancy handling
Receipt Allocation & Adjustment
Allocate customer receipts to outstanding invoices with automated matching, partial allocation tools, and clear visibility into payment applications.
- Auto & manual matching
- Partial payment handling
- Real-time balance updates
Overdue Tracking & Dunning Letters
Stay on top of overdue payments with automated reminders, dunning cycles, and escalation rules that help improve cash flow and reduce outstanding receivables.
- Automated dunning emails
- Configurable reminder levels
- Escalation workflows
AR Aging Dashboard
Monitor receivables across aging buckets with real-time insights into customer dues, helping finance teams prioritize collections and improve cash flow.
- Dynamic aging reports
- Customer-level drilldown
- Overdue forecasting
Customer Ledger
Access a complete financial history of each customer with detailed transaction trails, enabling accurate reconciliation and stronger receivable management.
- Real-time customer balances
- Invoice-to-payment mapping
- Dispute tracking
Payment Follow-up Workflow
Automate follow-up activities with configurable workflows that notify teams, escalate delays, and ensure consistent communication with customers.
- Task-based reminders
- Escalation rules
- Follow-up history tracking
Credit Limit Management
Set and monitor customer credit limits with automated checks during billing and order processing to prevent credit risks and maintain financial stability.
- Customer credit profiles
- Real-time credit checks
- Limit breach alerts