Review AR analytics

Accounts receivable analytics help you understand outstanding, overdue, and collection patterns.

What this feature is for

• Accounts receivable analytics help you understand outstanding, overdue, and collection patterns.

When to use it

• You want a quick picture of unpaid customer money.
• You need to prioritize payment follow-up.

Do it manually

1. Open Money.
2. Review AR analytics.
3. Look for overdue totals, outstanding balances, and high-risk invoices.
4. Open documents before taking action.
5. Create reminders or tasks based on current status.

Ask Faster AI

Review AR analytics and tell me which invoices need attention first, why, and what follow-up I should take.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of review ar analytics.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Send payment reminders
• Track invoice status