Receivables workspace
Receivables combines AR aging, invoice status, payment promises, reminders, collection notes, and customer context.
- Separate work that needs an operator from work automation can prepare.
- Tie collection timing to runway and cash forecast.
- Keep every reminder and follow-up visible on the customer record.
Weekly review
Review overdue invoices, invoices due this week, failed payments, and customers with changed risk. The goal is to decide what changes the cash plan and who owns the next action.
Automation boundary
Automation can prepare reminders, retries, and review templates. Human review should remain visible for sensitive accounts, disputed invoices, or decisions that affect the customer relationship.