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Managing Invoice Collections in Centime

Learn how to manage collections effectively in Centime by updating invoice dates and statuses to maintain an accurate cash forecast and aligned team communication.

🔐 Permissions Needed: Receivables Permission: Manage AR aging, invoice dates, and statuses

🎯 Why It Matters

Keeping Centime updated with collection insights helps maintain an accurate forecast and enables your team to manage collections efficiently and collaboratively. By regularly reviewing and updating invoice statuses and expected dates, you ensure both cash visibility and operational alignment.

🧾 Key Invoice Fields in the Unpaid Invoices Tab

When reviewing unpaid invoices in Centime, the following columns help assess payment expectations and take action:

  • Expected Date: The anticipated date when the invoice will be paid.

  • Status: Qualifies how the expected date was determined. Statuses include:

    • Predicted: Centime predicts the payment date based on the customer's historical behavior.

    • Late: The invoice is overdue and no estimated payment date is currently available.

    • Estimated: A team member has manually entered an expected date based on their insight.

    • Promised: A confident manual entry—someone on your team has received a strong assurance from the customer.

    • On Hold: A manual hold status indicating no follow-up or workflow emails should be sent due to a dispute or delay. This automatically puts a workflow on pause. 

    • Autopay: Indicates when the invoice is scheduled to be paid automatically.

    • Autopay Hold: The invoice was on autopay but is now manually paused from processing.

✏️ How to Edit Dates and Statuses

  1. Navigate to the Unpaid Invoices tab.

  2. Select one or more invoices.

  3. Click Edit in the bulk action bar.

  4. Update the Expected Date and Status.

  5. Click Confirm to save your changes.

📈 Why Status Updates Matter

Maintaining accurate invoice statuses:

  • Improves Forecasting: Every change updates Centime’s cash forecast, giving finance teams more reliable visibility.

  • Supports Collections: Tracks what’s been learned from customer interactions, including promises, delays, and disputes.

  • Drives Team Alignment: Ensures everyone—from finance to collections—has the most recent and accurate view of each invoice.

Proactively managing invoice expectations helps your business stay ahead of cash flow challenges and ensures your collections process is both data-driven and collaborative.