Workflow Guide
Customer Invoices & Billing Ledger
Module Context & Purpose
Official accounts receivable ledger. Invoices are automatically queued when deals transition to WON in CRM, allowing immediate billing issuance and payment reconciliation.
Standard Operating Procedure
- 1Click "+ Issue New Invoice" to generate a new customer billing schedule.
- 2Click "Record Payment" on pending items to settle full or partial installments.
- 3Audit overdue receivables and send dunning follow-up notices to accelerate cash collection.
- 4Recorded payments instantly reconcile with Net Operating Income and ARR metrics.
Next Action
Inspect Delivery ProjectsCustomer Invoices Ledger
Status Filter:
| Invoice # | Customer | Amount | Collected | Issue Date | Due Date | Status | Payment Method | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading invoices from database... | ||||||||