Finance
Customer invoices Sales already billed. This is money owed to you.
Where to find it: Left menu → Finance & Accounting → Accounts Receivable
Step 1
Left menu → Finance & Accounting → Accounts Receivable. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Open due items. Record receipts against those invoices in Payments. Do not write off without a reason your role allows.
Step 3
The invoice should show paid or partial. The customer statement should match.
Yes. Accounts Receivable is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
In Sales, after delivery. Finance works the AR that posting created.
