Product / How It Works

A clearer path from record to action.

Follow the supported sequence: customer context, billing documents, receivables review, and company-scoped work. Each step answers a different operating question.

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Keep the work connected

An overview of the working sequence, not an automatic processing guarantee.

1. Review the customer context

Customer details, balances, and recent activity provide a starting point for an account review. Before preparing a document or following up on an amount, identify the customer and the question you need to resolve. A balance alone does not explain every item behind it.

Customer records Review customer details, balances, and recent activity before deciding what needs attention.

2. Choose the billing document

Create an invoice when you need the invoice workflow, preserve signed positive or negative adjustments, and generate an invoice PDF. Prepare and issue a pro forma when you need that document first; an accepted pro forma can be converted into one draft invoice.

A pro forma is not an invoice or receivable before conversion. Review the resulting draft rather than treating the earlier document as an already-issued invoice.

3. Read the receivables view in context

Receivables Flow shows billed, collected, and open information for the current-month invoice cohort. Overdue Pressure covers all currently open receivables, so the two views do not describe the same population. Use invoice-register filters to examine the question behind a headline amount.

These views support review; they are not a cash forecast, a collection guarantee, or a credit score.

Receivables Flow Read current-month invoice activity alongside overdue context across open receivables.

4. Keep the company boundary explicit

Accounting workflows are company-scoped. Evaluate your team and company count against Core or Pro, and keep company identity visible in your own review and handoff notes. Company scope is not consolidation or intercompany automation.

Know what is outside this sequence

AI-assisted capabilities are limited availability and require user review. This sequence does not establish live bank connections, generally available third-party integrations, production migration, onboarding, or checkout.