Work With Receivables

Use this page when the client has invoices, customer balances, or receivables work.

Review Receivables

Open Receivables to inspect open invoices and customer activity.

Create An Invoice

Use New invoice when an invoice needs to be created directly.

Import From QBO

Use Import from QBO when QuickBooks receivables need to be brought into Wesley.

Check Before You Leave

Receivables should reflect the right customer, invoice, due date, and payment state.