AR analytics helps you see whether customer invoices are moving toward payment. Use it to spot overdue balances, aging patterns, and customers that need follow-up.

What this guide helps you do

• Read open, overdue, paid, and draft invoice signals.
• Decide which customers need reminders, calls, or internal review.
• Use AI to summarize receivables without changing customer-facing documents.

Before you start

• Send invoices before expecting them to appear as customer-facing receivables.
• Keep due dates and customer records current.
• Make sure manual payments and credit applications have been recorded when they happen outside the portal.

Do it manually

1. Open Money and choose Get Paid.
2. Review the AR analytics panel above the document table.
3. Check open invoices, overdue counts, aging, and recent payment movement.
4. Filter the document table to invoices when you need line-level detail.
5. Open customer records for accounts that need relationship-aware follow-up.
6. Create reminder work or send payment reminders only after reviewing the invoice.

Ask Faster AI

• Summarize AR risk for this week and list the five invoices I should review first.
• Group overdue invoices by customer and draft internal follow-up tasks without emailing customers.
• Explain why the open balance changed since yesterday using visible Money activity.

Review before saving, sending, paying, or refunding

• Verify balances against the invoice drawer before contacting a customer.
• Check whether a payment, credit note, or refund was recently recorded.
• Avoid sending reminders for invoices under dispute or already handled by a teammate.

Common issues and fixes

• If an invoice appears overdue incorrectly, check due date, timezone, and payment status.
• If a paid invoice still appears open, refresh and review payment applications.
• If analytics are empty, create or send invoices first.

Cash-flow dashboard rhythm

For how outstanding and overdue receivables fit into a five-minute weekly cash-flow read, read the cash-flow dashboard article. Reading Your Cash Flow: Payouts, Deposits, and the Money Dashboard.

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of review ar analytics with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Send an invoice
• Track invoice status
• Copy and open customer portal links

Use it in daily operations

• Before closing the task, review the related Money record, customer record, owner, due date, and any follow-up message that should happen next.
• If the workflow affects a real payment, keep the action in review until the amount, recipient, invoice, quote, or bill details are confirmed.
• Use Faster AI to summarize the payment context and prepare a checklist, but approve sends, refunds, bill payments, and customer-facing messages manually.