Receivables Overview

Last reviewed: June 9, 2026

On this page

The Receivables work center is used to review customer invoices, record customer payments, and monitor open receivables.

What this screen is for

Use Receivables when finance users need to work from the customer AR side of PAX. This work center collects the same invoice and payment tools used in Sales, plus receivables reports that finance users use for collections and account review.

Receivables is not where users create Sales Orders, ship inventory, receive purchase orders, enter vendor invoices, or close accounting periods.

Screen path

Dashboard > Finance > Receivables

Receivables options

Option	What it opens	Use it for
`Invoices`	`Invoicing` screen	Review invoices, invoice lines, print invoice documents, email invoices, print packing lists, and open invoice detail.
`Customer Payments`	`Payments` mode of the invoicing work area	Log invoice payments and payments without invoices.
`AR Aging Report`	`Accounts Receivable Aging Report`	Review receivable balances by customer and age bucket.
`Overdue Invoices`	`Overdue Invoices Report`	Review overdue customer invoices for collections follow-up.

Main workflows

Review invoice status and detail from Invoicing Overview.
Record customer payments from Payments Overview.
Log a customer payment from How to Log Payment.
Log a customer payment without an invoice from How to Log Payment Without Invoice.
Review open receivables by aging bucket from AR Aging Report Overview.
Review past-due invoices from Overdue Invoices Report Overview.

The Invoices and Customer Payments options reuse the Sales invoice and payment screens. Finance users should still follow the same invoice and payment behavior described in Invoicing Overview and Payments Overview.

Invoice review

Use Invoices to find customer invoices by invoice number, order number, customer PO, customer code, or customer name. From the invoice list, users can expand invoice rows, review invoice lines, open invoice detail, print documents, email invoices, and print packing lists when shipment data exists.

Invoice review does not change records. Saving invoice detail changes can affect invoice fields, shipment fields, invoice line values, and accounting adjustments when the invoice detail workflow allows it.

Customer payments

Use Customer Payments when customer money has been received and needs to be recorded in PAX.

This screen supports:

Logging a payment against an open or partially paid invoice.
Applying available customer credit to an invoice.
Logging a payment without an invoice so it becomes customer credit.
Recording payment method, payment date, reference, and eligible fee details.

Do not enter a duplicate payment to correct a mistake. If a customer payment was posted to the wrong invoice, customer, date, method, amount, discount, fee, or reference, stop and use the approved correction process so invoice status, customer credit, and accounting history stay aligned.

Receivables reports

Use AR Aging Report to review open receivables by customer and age bucket. Use Overdue Invoices when the collections question is specifically about invoices past their due date.

These reports are review tools. Running, refreshing, copying, printing, or exporting them does not update invoices, payments, customers, customer credit, or accounting entries.

What happens behind the scenes

Opening the Receivables work center does not change records.

Action area	System effect
Invoice search and review	Loads invoice, order, customer, due-date, line, shipment, and payment-related data for display.
Invoice document actions	Generates PDFs, packing lists, or invoice email output from current PAX data.
Invoice detail saves	Can update approved invoice fields and accounting-related invoice adjustments, depending on status and permissions.
Customer payment posting	Creates payment records, updates invoice payment status, and handles customer credit or prepayment behavior when applicable.
Payment without invoice	Creates unlinked customer credit for later application.
AR Aging and Overdue reports	Read open invoice, payment, discount, return, due-date, and customer credit data.

Troubleshooting

I cannot find an invoice

Likely cause: The default invoice list only shows recent invoices, or the search term does not match the invoice.

Safe fix: Search by exact invoice number, order number, customer PO, customer code, or part of the customer name.

Contact support if: The invoice exists in PAX but cannot be found by exact invoice number.

A payment button is unavailable

Likely cause: The invoice may already be Paid, may be voided, or your role may not allow payment posting.

Safe fix: Confirm the invoice status and your role before trying again. Do not record a payment without an invoice just to work around a blocked invoice payment.

Contact support if: The invoice should be payable but PAX still blocks payment entry.

Receivables totals do not match another report

Likely cause: Receivables screens use different purposes and date bases. AR aging focuses on open balances and aging buckets, while invoice and cash receipt reports answer different questions.

Safe fix: Confirm whether you are comparing invoice date, due date, payment date, open balance, or customer statement activity.

Contact support if: The same customer, date basis, and source records still produce inconsistent totals.