1. Open “OPERATIONS” and select “Receivables”.
2. Click on the receivables line.
The next page displays all receivables from every client. Information can be searched and sorted by all visible characteristics. You can find a detailed list concerning the use of filters here.
Receivables fully bound to invoices are highlighted in green.
Receivables not bound to invoices (even partially) are highlighted in yellow.
The next page displays invoices already bound to receivables and the part not bound to invoices.
3. To bind a receivable to an unpaid invoice click on “Bind receivable with invoice” in the OPERATIONS column on the right.
The system offers you all sales invoices not received or received partially.
4. Select the correct invoice and confirm your choice by clicking on “Bind receivable with invoice”.