> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sintropix.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Accounts Receivable: Monitor What Customers Owe You
> Track every outstanding customer invoice across all entities and currencies, match incoming payments automatically, and monitor AR aging — all in one view.
Knowing exactly what customers owe you — and how long they have owed it — is essential for managing cash flow across a multi-entity operation. Sintropix gives your finance team a single AR view that spans every subsidiary, currency, and customer, with automatic payment matching that closes invoices the moment funds arrive in your bank account.
## AR Overview
The **Accounts Receivable** view lists every outstanding customer invoice across all your entities. Each row shows:
| Field | Description |
| ---------------- | ------------------------------------------------------------------ |
| **Customer** | The customer name as it appears on the invoice or in your CRM |
| **Invoice Date** | The date the invoice was issued |
| **Due Date** | The contractual payment due date |
| **Amount** | The invoice amount in transaction currency |
| **Currency** | The transaction currency (CLP, MXN, COP, BRL, PEN, ARS, USD, etc.) |
| **Status** | Current collection status (see below) |
Invoice statuses in the AR view:
| Status | Meaning |
| --------------- | ----------------------------------------------------- |
| **Outstanding** | Issued, not yet due, no payment received |
| **Partial** | A partial payment has been matched; a balance remains |
| **Paid** | Full payment matched and the invoice is closed |
| **Overdue** | Past the due date with no full payment received |
## Invoice Creation
You can create customer invoices in Sintropix in two ways:
Navigate to **AR → Invoices** in the left sidebar and click **New Invoice**.
Enter the customer name, invoice date, due date, line items, quantities, unit prices, tax treatment, and currency. Sintropix calculates the total and tax breakdown automatically.
Preview the invoice, then click **Issue**. The invoice posts to the general ledger (debit AR, credit Revenue) and appears in the AR view with **Outstanding** status.
Go to **Settings → Integrations** and connect your CRM if you haven't already. Map the deal fields (amount, close date, billing contact) to Sintropix invoice fields.
In **AR → Invoices**, click **New from CRM**. Sintropix shows your closed-won deals that don't yet have a corresponding invoice. Select the deal.
The customer name, amount, currency, and line items are pre-filled from the CRM deal. Adjust the due date and any other fields, then click **Issue**.
## Automatic Payment Matching
When a payment arrives in your connected bank account, Sintropix matches it to the open invoice automatically — no manual reconciliation step required.
The matching engine compares the incoming payment amount against open AR invoices for the same customer and currency. When a match is found:
1. The invoice status updates to **Paid** (or **Partial** if the payment is less than the invoice total).
2. The journal entry posts automatically — debit Cash, credit Accounts Receivable.
3. The payment appears in the reconciliation log with the match confidence score and the matched invoice reference.
If the payment amount doesn't exactly match an open invoice — for example, because the customer deducted a fee — Sintropix flags it for manual review rather than forcing an incorrect match.
Automatic matching works best when your bank feeds are connected and up to date. Connect your bank accounts under **Settings → Integrations → Banks** to enable same-day matching. Supported banks include Santander, BCI, Banco de Chile, BICE, Itaú, BBVA, Mercado Pago, Global66, and Mercury.
## AR Aging Report
The **AR Aging Report** shows your total outstanding receivables grouped by how long they have been unpaid:
| Bucket | What it shows |
| ---------------- | ---------------------------------------------------------------- |
| **0 – 30 days** | Invoices not yet past due or up to 30 days overdue |
| **31 – 60 days** | Invoices 31 to 60 days past their due date |
| **61 – 90 days** | Invoices 61 to 90 days overdue — candidates for a follow-up call |
| **90+ days** | Significantly past-due invoices at higher collection risk |
The aging report shows total outstanding **by customer and by bucket**, so you can identify which customers are consistently late and take action before balances become uncollectable. Filter by entity to see each subsidiary's AR aging separately.
Export the AR aging report to Excel at the end of each week and share it with your collections contact or CSM team. The 61–90 and 90+ buckets are the right starting point for outreach — earlier than most teams start.
## Revenue Recognition Link
For customers on multi-month or annual contracts, Sintropix tracks the connection between the invoice and the underlying revenue recognition schedule automatically.
When you issue an invoice for a $120,000 annual contract at the start of the year, the full $120,000 hits AR as Outstanding. But only $10,000 is recognized as revenue in the current month — the remaining $110,000 is deferred. Sintropix holds that deferred portion in the Deferred Revenue liability account and releases it to Revenue each month according to the recognition schedule, without any manual journal entries.
This means your AR balance and your Deferred Revenue balance always reconcile back to the same set of contracts, and your recognized revenue in the P\&L reflects only the portion that has been earned in the period.
See how Sintropix builds recognition schedules from contracts and posts monthly accrual entries automatically.
Learn how incoming payments are matched to open invoices through the automatic reconciliation engine.