Tracking Customer Receivables and Outstanding Invoices

Use Kuvera Arc’s Accounts Receivable module to monitor unpaid customer invoices, track payment progress, review overdue balances, and export reports.

Accounts Receivable shows what customers owe your business. Every Sales Invoice creates a receivable balance, and Kuvera Arc updates that balance as customer payments are recorded.

Accounts Receivable does not create invoices or record customer payments directly. It tracks balances from Sales Invoices and updates when payments are recorded elsewhere in Kuvera Arc.

How Accounts Receivable works

Sales invoices

Sales Invoices create receivables.

When you issue a Sales Invoice, Kuvera Arc records the full invoice amount as an outstanding receivable. The invoice date, due date, and customer details are carried into Accounts Receivable automatically.

Customer payments

Customer payments reduce receivable balances.

When a payment is recorded against an invoice, the receivable balance decreases. Kuvera Arc updates the payment history, outstanding balance, and invoice status.

Partial payments

Partial payments keep the remaining balance open.

If a customer pays part of an invoice, the unpaid balance remains visible in Accounts Receivable until fully settled.

Completed payments

Fully paid invoices are marked as completed.

Once an invoice is paid in full, its balance becomes zero and it no longer appears as an active outstanding receivable.

Access Accounts Receivable

Accounts Receivable in the Finance sidebar

1. Open Finance

   Click Finance in the left navigation panel.

2. Select Accounts Receivable

   Click Accounts Receivable from the Finance menu.

The Accounts Receivable Listing Page opens.

Accounts Receivable listing

The listing page displays customer receivable records in a structured table. Each row represents one Sales Invoice and its current payment status.

Accounts Receivable Listing Page

Customer Name

Customer associated with the receivable record.

Invoice Number

Sales Invoice reference number. Select it to open the original invoice details.

Invoice Date

Date the Sales Invoice was issued.

Credit Amount

Credit or receivable amount associated with the customer.

Bill Amount

Total value of the Sales Invoice.

Payment Record

Amount already paid by the customer against the invoice.

Due Date

Date by which full payment is expected.

Status

Current invoice or payment status, such as unpaid, partial, or completed.

Balance Amount

Remaining amount still owed by the customer.

Selecting an Invoice Number opens the corresponding Sales Invoice Details Page.

Table totals

The bottom of the table shows totals for the records currently visible.

Credit amount

Total receivable credit across visible records.

Bill amount

Total invoice value across visible records.

Payment record

Total payments already collected.

Balance amount

Total still outstanding from customers.

Totals update dynamically when filters are applied. The data count indicator shows how many records are currently visible.

Filter receivable records

Use filters to focus on specific customers or invoice date periods.

Accounts Receivable filter panel

1. Open the filter panel

   Click Filter Data on the Accounts Receivable Listing Page.

2. Set filter conditions

   Apply a date range, customer filter, or both.

3. Apply or clear filters

   Click Apply Filter to update the listing, or Clear to remove all conditions.

Date Range

Show receivable records whose invoice dates fall within a selected period.

Customer

Show receivable records tied to a specific customer.

Combine Customer and Date Range filters to review what a specific customer owes during a selected period.

Export receivable records

Use export to download receivable data for reporting, overdue analysis, cash flow tracking, or documentation. Exporting does not modify records.

Export Accounts Receivable panel

1. Open the export panel

   From the Accounts Receivable Listing Page, click Export Data.

2. Choose an export type

   Select Full Export or Current View Export.

3. Select a file format

   Choose XLSX, PDF, or CSV.

4. Download the file

   Click Export Data to generate and save the file. Use Reset to clear selections.

Full Export

Downloads every Accounts Receivable record in the system. Active filters, search terms, and date range settings are ignored.

Current View Export

Downloads only the records currently shown on the listing page, including active customer or date range filters.

XLSX

Export receivable records for spreadsheet analysis.

PDF

Export receivable records for print-ready reports.

CSV

Export receivable records for accounting or business intelligence tools.

Use Current View Export for filtered reports. Use Full Export for a complete customer receivables report.

Common questions

Why is a paid invoice still outstanding?

Make sure the customer payment was recorded against the correct invoice. Accounts Receivable updates automatically when a payment is saved. If the balance has not changed, the payment may be linked to another invoice or may not have been saved successfully.

How do I identify overdue invoices?

Review the Due Date column. Any invoice with a past due date and remaining balance is overdue.

Can I see full payment history?

Yes. Select the Invoice Number to open the Sales Invoice Details Page, where you can review payment history and transaction details.

How are table totals calculated?

Totals are calculated from the records currently visible in the listing. Filters update the totals to match the filtered records.

What does partial status mean?

A partial status means the customer has made at least one payment but has not paid the full invoice amount. The remaining balance stays open until fully settled.

Accounts Receivable records are maintained automatically. Do not adjust receivable balances outside official Sales Invoice and customer payment workflows.

Use Accounts Receivable to monitor who owes you money, track payment progress, identify overdue invoices, and export accurate reports for financial reconciliation.