Accounts receivable
Each invoice stays visible from issue to settlement, with filters by client, work order, contract, due date and payment method. Overdue invoices are grouped by aging band, which helps prioritize collection.
Illustrative system screen. Demo data that does not represent client results.
What you'll find in this area
Settle one or in bulk.
Mark invoices as paid with date and payment method, one at a time or several at once.
Invoices grouped by delay.
Overdue invoices appear by aging band, so the team can start with the oldest and largest.
Merging invoices from the same client.
Invoices from the same client can be merged into one charge when it makes sense to bill together. The merge can be undone.
Client credit.
Unused balance from finished campaigns becomes client credit and can be applied to reduce invoices.
Cancellation with a reason.
Cancelling an invoice requires a reason and stays in the history. A cancelled invoice cannot be settled.
Invoice history.
Changes, settlements and cancellations are logged with user and date.
Delinquency status.
A client can be flagged with partial delinquency, for information only, or with a full block, which suspends report signing and emails until the situation is resolved.
Export to spreadsheet.
The receivables list can be exported to Excel with the filters applied.
Before clearing the next sampling run
With the filters by client and contract, the team sees what is open before approving a new service.
The client on one screen.
Customer 360 brings together the client's paid, open and overdue invoices, along with the sales history.
Receipt forecast.
Invoices coming due feed the cash flow projection, with the expected dates of receipt.
Frequently asked questions
Can I see overdue invoices without building a spreadsheet?
Yes. Overdue invoices appear by aging band, with filters by client, contract, work order and due date.
Can I bill several invoices from the same client at once?
Yes. Invoices can be merged into one charge and split again if needed.
I cancelled an invoice by mistake. Is it recorded?
Yes. Cancellation requires a reason and stays in the invoice history, with user and date.
What happens to a delinquent client?
It depends on the level set. Partial delinquency is for information only. A full block suspends report signing and emails. The flag can be set manually or automatically by days overdue, depending on the setup.
See finance with your laboratory's routine
In the demo, we show a completed work order reaching billing, accounts receivable and the management view. We also check which tax routines and integrations apply to your case.