Accounts receivable
Receivables that live in the same system as the ledger.
Send invoices, record payments, issue credit notes, and keep AR tied directly to the accounting records underneath. No separate billing system that leaves accounting to sort out the aftermath later.
Invoice and payment workflow
Create invoices from inside the accounting system, apply payments against them, and keep receivables balanced without hand-maintained schedules off to the side.
Credit notes and returns
When money comes back out, VisiBooks tracks the reversal path explicitly so AR and cash stay coherent. You do not have to improvise around exceptions.
Ledger-linked receivables
Receivable balances, payments, and cash movements all feed the same books. Reconciliation and close are based on the real invoice lifecycle, not a sync from another billing tool.
Operational collections visibility
Surface overdue AR, payment gaps, and pending bank transactions in the command center so collections and accounting are looking at the same truth.
| Invoice | Contact | Status | Balance | Accounting |
|---|---|---|---|---|
| INV-00030 | Wheel Cap King | Overdue | $4,741.00 | AR open |
| INV-00015 | The Badge Company | Posted | $0.00 | Paid and closed |
| CN-00004 | Acme Property | Credit note | -$250.00 | AR reduced |
AR should be part of accounting, not an external sync.
If invoices and payments drive the ledger, they should live in the same system that closes the books.