--- title: Introduction to the Manage Receivables dashboard description: Discover how Centime’s Manage Receivables solution streamlines accounts receivable processes. Learn how to segment customers, automate reminders, manage collections, and improve cash flow through an intuitive dashboard. --- [Skip to content](https://knowledgebase.centime.com/support/introduction-to-the-manage-receivables-dashboard#main-content) English - United States Show submenu for translations [![Centim App Logo-1](https://knowledgebase.centime.com/hubfs/Centim%20App%20Logo-1.svg)](https://knowledgebase.centime.com/support?hsLang=en-us) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact us](https://www.centime.com/company/contact-us) [Contact us](https://www.centime.com/company/contact-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Centime Knowledge Base](https://knowledgebase.centime.com/support?hsLang=en-us) 2. [Manage Receivables](https://knowledgebase.centime.com/support/manage-receivables?hsLang=en-us) 3. [Introduction to the Receivables Module](https://knowledgebase.centime.com/support/manage-receivables?hsLang=en-us#introduction-to-the-receivables-module) May 14, 2025 # Introduction to the Manage Receivables dashboard ## Discover how Centime’s Manage Receivables solution streamlines accounts receivable processes. Learn how to segment customers, automate reminders, manage collections, and improve cash flow through an intuitive dashboard. ### πŸ“Š Navigating the Dashboard When you click on the **Manage Receivables** module, you land directly on the **Unpaid Invoices** tab. This serves as the central hub of the solution.Β  #### πŸ“‰ Receivables Graphs ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-Feb-06-2025-03-36-24-5313-PM.png?width=670&height=143&name=image-png-Feb-06-2025-03-36-24-5313-PM.png) The dashboard features interactive visualizations that help users monitor and manage accounts receivable performance and cash flow. These include: - **AR Aging Graph** – Breaks down amounts due into 30-day intervals, helping users prioritize collections. βœ… Click any interval bucket to view invoice details. - **Cash Impact Bars** – Displays cash inflows and outflows over a specific period, giving a clear picture of cash movement. - **Cash Impact Waterfall** – Illustrates how receivables activities affect overall cash balance. For example, adjusting an expected payment date will update the projected cash inflow and balance. πŸ“Œ *Note: Permissions are required to view Cash Impact graphs.* ### πŸ—‚οΈ Manage Receivables Tabs The dashboard features **three main tabs** for managing accounts receivable activities: - Customers - Unpaid Invoices - Paid Invoices ### πŸ‘₯ Customers Tab The **Customers** tab displays a summary viewΒ of all customers (Centime does not sync customer of type Prospect or lead). The table displays a default set of data points, but users can add many more to tailor the view to their needs. You can also create **customizable views** for targeted collection initiativesβ€”for example, identifying and enrolling customers in autopay. **Key data categories include:** - **Customer** – Payment behavior, number of invoices, total outstanding, share of AR, overdue amount, % overdue, delay in days, balances (standard and S), and amounts due across different aging buckets (e.g., Due in 30+, 1-30, 31-60, etc.). - **Centime Activity** – Notes, task assignments, and paused status. - **Customer Profile** – Project name, communication contact status, workflow, payment terms, customer ID, and monthly statement preferences. - **Hierarchy Preferences** – Bill-to, parent account, partner name, entity type, and billing configuration. - **Invoice** – Invoice currency. - **Payment Details** – Autopay enrollment status, timing, and method. - **Fields** – Custom and standard fields, including Centime-created fields. πŸ”§ **Actions:** - **Edit** – Modify AR-related fields for selected customers. - **Send Email** – Send a broadcast email to multiple customers simultaneously. - **Enroll in Autopay** – Invite customers to enroll in autopay for streamlined payments. - **Set Workflow** – Add selected customers to existing workflows. - **Send Statement** – Send monthly statements to selected customers. ### 🧾 Unpaid Invoices Tab This tab shows all outstanding invoices and allows users to take action or analyze invoice-level AR metrics. #### **![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-Apr-07-2025-08-45-14-5726-PM.png?width=670&height=349&name=image-png-Apr-07-2025-08-45-14-5726-PM.png)** **Key data categories include:** - **Customer** – Customer name, outstanding balance, Outstanding balance in the customer's home currency - **Centime Collections Activity** – Notes, task assignments, priority tags, and paused status - **Customer Profile** – Project, communication contact status, workflow enrollment, payment terms, customer ID - **Hierarchy Preferences** – Bill-to entity, parent account, partner name, entity type - **Invoice** – Invoice number, PDF access, due date, days past due, expected date, status, invoice currency, invoice date - **Payment Details** – Last payment date and amount, payment status, autopay enrollment, timing, and method - **Fields** – Custom and standard fields, including Centime-created fields πŸ”§ **Actions:** - **Edit** – Edit custom fields and modify expected or promised payment dates - **Send Reminder** – Email payment reminders for selected invoices ### βœ… Paid Invoices Tab This tab lists all successfully paid invoices. ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-Apr-07-2025-08-54-45-1828-PM.png?width=670&height=340&name=image-png-Apr-07-2025-08-54-45-1828-PM.png) Key data categories include: - **Centime Activity** – Notes related to collections and internal collaboration. - **Customer Profile** – Project name, payment terms. - **Hierarchy Preferences** – Bill-to, parent account, partner name, entity type. - **Invoice** – Invoice number, access to PDF, status. - **Payment Details** – Last payment date and amount, total invoice amount, payment amount, general ledger post status, payout status. - **Fields** – Custom and standard fields, including Centime-created fields. πŸ”§ **Actions:** - **Post** – Manually post any invoices that failed to automatically sync with the General Ledger. - [Getting started with Centime](https://knowledgebase.centime.com/support/getting-started-with-centime?hsLang=en-us#main-content) - [Post-integration Setup](https://knowledgebase.centime.com/support/getting-started-with-centime?hsLang=en-us#post-integration-setup) - [Centime basics](https://knowledgebase.centime.com/support/getting-started-with-centime?hsLang=en-us#centime-basics) - [Manage Payables](https://knowledgebase.centime.com/support/manage-payables?hsLang=en-us#main-content) - [Introduction and Configuration](https://knowledgebase.centime.com/support/manage-payables?hsLang=en-us#introduction-and-configuration) - [Invoice Automation](https://knowledgebase.centime.com/support/manage-payables?hsLang=en-us#invoice-automation) - 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