The Account Receivable module is probably the most frequently used module in Managely. It contains all the functionality necessary to run the accounts receivable part of your business. There are major features within accounts receivable, with sub-features, which are listed below. All features and sub-features are explained under separate articles.
- Invoicing
- Recurring Invoicing
- Work Order Invoicing
- Manual Invoicing
- Credit Memos
- Payment Processing
- EFT Processing
- Manual Check Processing
- Managing Unapplied Cash and Credits
- Unapplied Cash
- Unapplied EFT’s
- Unapplied Credit Memos
- Customer Statements
- Bulk Statements
- Individual Customer Statements
- Invoice Printing
Managely accounts receivable operates using the Open Item methodology - when payments are received from a customer they are applied to the customer invoices to reduce the customer accounts receivable balance.