Client Receivables tab
This tab allows you to overview invoiced receivables. By default, you see a list of all invoiced receivables with several filters above the table. Columns display information about clients, invoices, amounts, due dates, and payment plans.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
Views with presorted receivables (Overdue, Paid, Unpaid) are available in the View dropdown menu.
To open an invoice for a receivable, click on its line in the list. To open an invoice in edit mode, click the
icon in the last column.To download the list of receivables in a CSV file, click the Export button.
If you select one or several checkboxes in the left-hand column, two additional buttons are displayed above the list of receivables.
Click the Add Payment button in the right-hand top corner to add a payment for one or several receivables for the same client. For details, see the Add a client payment guide.
Click the Send Documents button to send the selected clients their account statements. The Client Account Statement popup window is displayed.
From the Document Template dropdown list, you can select the required template for the account statement.
To preview or download the account statement, click the
icon.To edit the e-mail sent to the client along with the account statement, click the
icon.
Right-click on a receivable to open a dropdown menu of the applicable actions.
Hover over the headers of the payment and value-related columns and click the 
icon to open the Column Sum popup window. Here you can check the value of all entities listed in this view in different currencies and in the base system currency.
