commerce-accounts-receivable

The workflow supports write-off approvals and maintains audit trails across all accounts receivable activities. Validation rules govern credit memos and write-offs, ensuring compliant documentation for every collection action and customer adjustment.

Track accounts receivable aging by sorting customer invoices into defined buckets spanning Current, 1-30, 31-60, 61-90, and 90+ days. This identifies overdue balances requiring immediate collection activities and dunning outreach.

Manage dunning letters and collections by logging activities like emails and calls directly to customer accounts. This workflow ties outreach efforts to specific overdue invoices, maintaining a clear audit trail for receivables follow-up.

Create and apply credit memos by recording specific credit memo reasons within the receivables workflow. The system validates entries and requires write-off approvals, ensuring all customer adjustments maintain strict audit trails.

Generate customer statements and summaries across multiple accounts within a single workflow. The process aggregates receivables data, overdue invoices, and recently applied payments to produce comprehensive account statements.

The workflow supports write-off approvals and maintains audit trails across all accounts receivable activities. Validation rules govern credit memos and write-offs, ensuring compliant documentation for every collection action and adjustment.