INTENDED SEARCHES: accounts receivable, income, AR, money owed, revenue
Accounts receivable and income records help the company understand money owed, money received, and revenue activity.
These areas are connected to customers, invoices, payments, refunds, balances, and billing records.
Use this area to review financial activity, not to replace the invoice or payment workflow.
Information you may see:
- Customer.
- Invoice.
- Billing record.
- Payment amount.
- Refund amount.
- Remaining balance.
- Paid or unpaid status.
- Date.
- Method.
- Notes.
Why this matters:
Accounts receivable helps owners and office staff see who still owes money. Income records help reporting, cash tracking, and financial review. If a balance looks wrong, review the invoice, payment, refund, and customer transaction history before changing records.
Support note:
If the user cannot find the option, sees different fields, cannot save, or receives an error, contact support with the record name, page, action attempted, error message, and screenshot if possible.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article