Accounts receivable (A/R)

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A/R is the money clients owe you. In EZ360PM, A/R is driven by invoices, payments, credits, and refunds.

Core objects
  • Invoice creates A/R (what the client owes).
  • Payment reduces A/R.
  • Client credit reduces A/R (credit ledger + applications).
  • Refund can increase A/R again if you reverse a payment, and/or increase client credit depending on how the original payment was allocated.
Key rules
  • Invoices should be treated as immutable after sending/locking (policy varies by company settings).
  • Credits are tracked in a ledger and then applied to invoices.
  • Ops-grade checks validate that totals, payments, refunds, and credits remain consistent.
Where to look
Use Reports → A/R Aging for outstanding balances, and Clients for credit balances.