Chart type and customer filter also apply to Due by Month →
Due by Month
Top Customers by Open A/R
Open invoices only
A/R Entry Check
Data quality flags
Clover Invoice Payments
Search any open A/R customer or invoice, then continue through Clover's secure checkout.
Ready
Search for a customer to view invoices.
Open this view to load Customer Portal payment activity.
…
Opening Clover…
Complete the payment in the secure Clover window.
Customer Financing Center
Initial principal credit allocation
Allocate principal and tax across the original invoices. The credit transfers both balances; tax is billed on installment 1 only and never accrues interest. Saving this review does not post credits to P21.
Monthly Financing Invoices
Review each financing agreement alongside its invoices. Nothing is sent to P21 until an invoice is approved below.
Notes Receivable rollforward
Verified principal moved from equipment invoices, less principal billed in installments. Customer payments settle the installment invoices in trade A/R.
Create Financing Invoice
Choose a through date, then preview the charge.
Customer Scorecard
Collection behavior derived from open A/R and receipts in the loaded window.
Grade Distribution
By customer count
Slowest Payers
Avg days to collect
Collection Forecast
Projects expected collections from open A/R using each customer's pay history.
How the estimated collection rate is calculated
Expected Collections
Cumulative Collections
Running total over horizon
Expected by Period
Expected by Customer — click a row to see invoice-level detail and where each estimate comes from
Overdue Balances by Sales Rep
Open A/R Register
Click headers to sort. Filters apply to the current tab.