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Finance & ExpensesReviewed functional scope

Accounts Receivable MicroERP

Reconciled customer balances and accountable collection commitments

Who it helpsCredit controller / receivables clerk

FROM A REAL REQUEST TO A USEFUL RESULT

The working flow.

Issued invoice or customer exposure/receipt event

  1. 01

    Import receivable

  2. 02

    apply credit policy

  3. 03

    allocate receipt

  4. 04

    follow overdue balance

  5. 05

    reconcile/close disputed or paid items

The useful outcome

Reconciled customer balances and accountable collection commitments

ALL FEATURES IN THEIR OWNING PRODUCT

3 feature modules.
One product scope.

Open each module to review its purpose and actions. These features belong inside Accounts Receivable MicroERP.

01Customer Credit Limits5 scoped actions

Control exposure before new commitments are accepted.

  • Credit limits
  • Due-date terms
  • Exposure calculation
  • Order holds
  • Authorized exceptions
02Receipts & Payment Allocation5 scoped actions

Record receipts and allocate money to the correct business obligation.

  • Cash and bank receipts
  • Reference matching
  • Partial allocations
  • Unallocated receipts
  • Reversal audit
03Receivables & Collection Follow-Up5 scoped actions

Track overdue balances and accountable collection actions.

  • Ageing
  • Statements
  • Promise-to-pay
  • Disputed balances
  • Dunning history
CLEAR OWNERSHIP. CONNECTED FUNCTIONS.

How the scope fits together.

Why it is a separate MicroERP

Receivables/collections can be run over imported invoices and bank receipts; invoice generation is a separate product.

Dependencies to plan

  • Invoice reference
  • Bank/payment receipt evidence
  • Party/credit identity

Outside this scope

  • It does not own checkout or regenerate sales invoices.

Start with this scope.

Confirm your workflows, required integrations, team access, migration and acceptance checks in one implementation brief.