Learn how to manage customer balances and collect payments in ServX Pro.
AR Overview
Total Outstanding
All owed
Current
Not yet due
Overdue
Past due date
At Risk
90+ days
Aging Report
The aging report categorizes outstanding balances by age:
| Period | Description | Action |
|---|---|---|
| Current | Not yet due | Monitor |
| 1-30 days | Recently overdue | Send reminder |
| 31-60 days | Moderately overdue | Follow up call |
| 61-90 days | Significantly overdue | Escalate |
| 90+ days | Severely overdue | Collections |
Recording Customer Payments
- Navigate to Financial → Receive Payment
- Select the customer
- Enter payment amount and date
- Select payment method
- Choose which invoices to apply payment to
- Add reference number (check number, transaction ID)
- Click "Save" to record payment
Customer Statements
Generate statements to send to customers showing their account activity:
- View all invoices and payments
- Show running balance
- Email directly to customer
- Print or download as PDF
Tips
- Review aging report weekly
- Set up automatic payment reminders
- Apply payments to oldest invoices first