PLANEX365 ACCOUNTS RECEIVABLE
Keep customer billing, incoming payment records and collections follow-ups together, with a clear view of the outstanding balance.
Billing teams, collections teams and finance managers.
HOW THE WORK MOVES
Each team can see the next action and the record it depends on.
Start from the relevant order, shipment or billing need.
Review the bill and share the supported customer document.
Allocate received amounts through the receipt workflow.
Review aging, collections and customer statements.
TOOLS FOR YOUR TEAM
Open a topic for the details and any setup or availability conditions.
Module access depends on your plan, organisation and permissions. Optional services may require separate setup or subscriptions. Review setup and scope.
Prepare invoices with the original sale in view.
Create invoices from supported sales orders or shipments.
Use supported copy, proforma conversion, consolidation and batch-from-shipment actions.
Approve or cancel invoices and review their status and outstanding balance.
Keep the received amount connected to the right invoices.
Review open invoices when preparing a receipt.
Post supported receipt allocations and download receipt PDFs.
Use permitted void actions to correct an eligible receipt record.
Keep corrections attached to the invoice context.
Create invoice-linked credit notes and follow issue or cancellation actions.
Record supported invoice disputes.
Use permitted write-off actions with the applicable controls.
Review who owes what before the next conversation.
Review customer aging, outstanding balances, collection information and credit status.
Open a customer ledger or statement with the relevant access.
Review statement links and manage their rotation or revocation.
Use configured schedules and reviewable billing actions.
Maintain recurring invoice profiles and supported pause, resume or generate actions.
Prepare milestone billing plans and bill eligible milestones.
Preview configured payment reminders or late fees before the supported run actions.
Use the organisation sender, branding and configured payment services.
Share invoice PDFs or supported public invoice links and manage link access.
Send invoice and statement emails through the configured sender.
Use supported UPI details or configured Razorpay hosted links. Provider account setup is required; a payment link is not a posted receipt or confirmed settlement.
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BEFORE YOUR TEAM STARTS
An invoice, a payment link, a customer receipt and bank settlement are different records or events. Confirm the relevant provider and reconciliation process before treating a balance as settled.
Current workflow Implemented capabilities, subject to module and record access.
Setup required Organisation configuration or a connected service is needed.
COMMON QUESTIONS
Yes. The customer-invoice workflow supports the reviewed order and shipment sources, including eligible consolidated or batch actions.
Supported public invoice and statement links provide the intended customer view. The organisation can rotate or revoke those links.
Reminder and recurring-billing behaviour depends on the configured rules, enabled scheduling and sender readiness. Review the applicable setup with the billing team.
MAKE THE WORKFLOW FIT YOUR BUSINESS
Bring a real example of the work you want to organise. We can review the relevant modules, setup and handoffs together.
EXPLORE THE CONNECTED ERP
Follow the handoff into the next business area.