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Automate invoicing and manage collections. Manage customer accounts and improve collections by automating processes and tracking receivables with comprehensive reporting accessible anywhere, any time. Generate invoices, send statements, collect and apply payments, verify balances, track commissions, and deliver customer reports. Fully integrated with all Acumatica modules.
  • Invoice and Statement Delivery – Improve control of the creation and delivery of customer invoices and statements. Format statements for printing, HTML or PDF delivery. Keep comprehensive records for future reference and auditing.
  • Deferred Revenue Recognition – Use deferred revenue codes for individual line items at invoicing to support your revenue recognition requirements. Acumatica will recognize the current part of deferred revenue and generate the appropriate transactions.
  • Credit Card Processing – Accept PCI-compliant credit card payment with flexibility to handle manual charges, transaction voids, and refunds. View credit card transactions and issue warnings about expiring credit cards. Connect to any bank processing center with included plug-ins or build your own using our SDK.

Additional Features:

Create contract templates to apply and manage recurring monthly fees, setup fees, renewal fees, consumption based fees, overage charges, and minimum charge amounts. Specify start and end dates, renewal terms, billing schedule, and line items. Contracts are linked to case management and employee time sheets for including billable hours and customer support hours in bills.

Map groups of customers to different AR accounts in the General Ledger. Override default AR account during document entry. Acumatica tracks account assignments and applies correct offsets and amounts when payment is applied.

Issue invoices and collect payments in any currency. Acumatica maintains customer balances in the foreign currency as well as the base currency. Automatic currency translation provides real-time adjustments based on the current rate, completes currency triangulation on payment, computes realized gain or loss, and unrealized gain or loss for open items.

Automatically calculate Sales and VAT taxes and prepare for tax filing reports. Customer default tax zone can be overridden during document entry. Supports multiple tax items per document line, deduction of tax amount from the price, and tax on tax calculation.
Automatically enforce credit limits at order entry and at invoicing . Customer configuration options can block invoice processing or issue a warning, create dunning messages for past-due accounts, and temporarily increase credit limits.
Automatically apply payments to the oldest outstanding documents. Easily void incorrect payment application – all affected balances will be automatically reversed.
Automatically calculate sales commissions. Commission can be split among multiple salespeople, linked to specific line items on an invoice, paid when the invoice is issued or when the payment is received. Commissions can be calculated on a monthly, quarterly, or annual basis.
Automatically calculate and apply overdue charges. Compute overdue charges as a percentage or as a minimum charge amount.
Write off small document balances, controlled by maximum write-off limit and eligible customers list.
Specify which individuals and roles can view and modify customer account information and balances.
Acumatica Account Receivable module provides a complete audit trail of all transactions. Transaction records cannot be deleted or canceled. Errors are corrected through reversing entries that are likewise documented. The system tracks the ID of the user who entered the transaction and the user who modified the record. Notes and supporting electronic documents attached directly to the transactions.

Manage Collections

Comprehensive internal reporting enables you to get a full picture of what’s due a what’s paid.

Dynamic Reporting

Automatically deliver customized reporting + invoices.
Acumatica does deliver – The Connected Business, Rapid Integrations, Remote Collaboration, Business Resilience, and all Delivered on a Future Proof platform.