Accounts receivable

Accounts receivable gives you visibility into what customers owe, how long balances have been outstanding, and the tools to collect. It ties together invoicing and collecting into a single view of your open balances.

AR dashboard

The main accounts receivable page shows all customers with outstanding balances. Each customer row displays the total amount owed broken down by aging buckets, giving you a quick picture of where collections stand across your entire customer base.

Aging buckets

Outstanding invoices are grouped into aging buckets based on how many days have passed since the invoice date:

Aging is calculated from the invoice date, not the due date.

Customer-specific AR

Drill into a single customer to see their individual unpaid invoices with an aging breakdown. The customer view also shows open credits (unallocated transaction amounts) and totals, giving you a complete picture of that customer's receivable position.

Effective date

The AR dashboard supports an effective date picker that lets you view aging as of a specific historical date. This is useful for month-end reporting or investigating what balances looked like at a particular point in time.

Emailing statements

Send a Statement of Account email to customers containing an Excel attachment with all unpaid invoices and their aging breakdown. You can specify multiple recipient email addresses when sending a statement, making it easy to notify both the customer's AP team and your internal contacts.

Exporting data

Accounts receivable data can be exported in two formats:

• Aging report (Excel): a summary by customer showing balances in each aging bucket
• Invoice data (CSV): raw invoice-level data for further analysis or import into other systems

Credit hold

When a customer's balance becomes a concern, you can place them on credit hold to prevent further orders or shipments until the situation is resolved. There are two hold types:

• Hold All: blocks both order issuance and shipment
• Hold Shipment: blocks shipment only, allowing orders to still be entered

Credit hold is set manually on the customer record and takes effect immediately on all in-progress orders.

Learn about account statuses

Collection tools summary

Augno provides several tools to help manage and collect outstanding balances:

• Email statements to customers with aging breakdowns
• Email individual invoices as PDF attachments
• Mark invoices as paid through settlements
• Settle payments, credits, adjustments, and rebates to invoices
• Put customers on credit hold to block orders or shipments
• Export aging data for reporting and analysis
• Track open credits for future allocation

Next: Collecting