Receivables

Receivables is the one list of everything you're owed — every open invoice across every client, in one table, sorted by how urgent it is. Where Invoices is where documents get created and sent, Receivables is where you work the outstanding list: see what's late, and follow up in bulk.

The summary cards

Open receivables (the total and how many invoices), Overdue (the amount and how many), Due in 7 days, and Avg open balance per open invoice.

Aging mix

A bar showing how the total splits by age: not yet due, 1–30 days late, 31–60, 61–90 and over 90. The colours get warmer the later the money is.

Stage tabs

All, Overdue, Due ≤ 7d, Not due, and the aging buckets Aging 1–30, 31–60 and 60+, each with a live count. Each row shows the client, invoice number, issue and due dates (with how many days past due), its aging bucket, status, what's still open and the total.

A search box (client, entity or invoice number) and a page size (10, 25, 50 or 100) sit above the table.

Bulk actions

Select one or more rows and the action bar comes alive:

1. Export CSV

   Download the selected rows — or the whole page if nothing's selected.

2. Send reminder

   Email a payment reminder to the clients on the selected invoices — for nudging several overdue accounts at once.

3. Mark disputed

   Flag an invoice as disputed so it's clearly called out while you sort out a disagreement with the client.

4. Mark paid

   Record payment received outside Tabulox, for several invoices at once. It asks first.

5. Write off

   Close out an invoice you don't expect to collect, so it stops counting as outstanding. It asks first — it doesn't refund or cancel the invoice, it just marks it settled for reporting.

View in invoices opens the same invoices in the full Invoices table, for editing, duplicating and the rest.