Accounts Receivable | Financial Management
Customer Statements
Statements and portal access that reduce the reason to call.
What it does
Inside Customer Statements.
Routine balance queries are answered without a person on either side.
01
Scheduled statement runs by customer, entity and language
02
Self-service portal for open items, copies and remittance upload
03
Query submission that opens a tracked case
04
Statement reconciliation against the receivables subledger
Where it sits
Part of Accounts Receivable.
Credit Management Limits, exposure and terms evaluated before the commitment. Collections A worked queue ranked by cash at risk, with contact history attached. Disputes and Deductions Contested invoices become cases with owners and deadlines. Cash Application Receipts matched to invoices on the day they arrive. Credit and Debit Notes Corrections raised as documents, applied to the invoice they correct. Sales Agreements What a customer committed to, and how much of it they have actually drawn. Customer Rebates Rebates accrued as the customer buys, not discovered at settlement. Customer 360 Quotes, SOs, invoices, receipts, credit limits, contacts and documents on one customer record. Quotes & Sales Orders Approval workflows, version history, line-level discounts, one-click conversion to invoice. Recurring Invoices Subscription-friendly recurring billing. Auto-IRN, auto-WhatsApp send, follow-ups if unpaid. Credit Note Management Sales returns, post-supply discounts, ITC reversal-aware credit notes with IRN. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency. Sales Tax on Invoices The taxability position and the sourced state applied per line when the invoice is raised, with the exemption certificate checked before an exempt sale goes out.
Run Customer Statements against your books.
A working session on your structure and a month of your documents.