Accounts Receivable

AR extends CRM invoicing with GL posting, customer deposits, and retainage receivable. CRM is the system of record for invoices.

• AR postings
  GL postings synced from CRM invoices — post, record payments, void
• Aging report
  30/60/90/120+ AR aging (excludes retainage)
• Customer deposits
  Record, apply, refund customer deposits
• Retainage receivable
  Hold-back from GCs/owners — request and release