> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# AR Management
> Accounts Receivable shows what customers owe, which invoices are aging, where credits exist, and which accounts need collection follow-up or correction.
AR is connected to orders, invoices, payments, customer credits, refunds, statements,
and financial reports. Investigate the customer and source document before making
accounting corrections.
## Open AR Management
Open **Accounting**, then **AR Management**. The dashboard
summarizes total outstanding AR, overdue balances, current balances, available customer
credits, overcharge alerts, status filters, and the customer list.
## Use the Dashboard
* **Total Outstanding AR**: open balances across customers and source documents.
* **Overdue Amount**: balances past their due date.
* **Current**: balances that are still inside the current bucket.
* **Credits Outstanding**: customer credit balances that can affect collection work.
* **Overcharged alert**: orders that appear to have collected more than the current amount owed.
* **Status tabs**: filter to all, outstanding, overdue, paid, or credit-balance customers.
**Start with exceptions**
Review overcharged orders, overdue balances, unapplied credits, and large balance changes
before normal collection work. These are the items most likely to affect customer trust.
## Review the Aging Report
Click **Aging Report** to group balances into current, 1-30, 31-60, 61-90,
and 90+ day buckets. Use this view for collection review, period-end reporting, and
customer statement preparation.
**Dashboard and aging scope can differ**
The dashboard is broader and can include balances that the aging report excludes. Aging is
focused on confirmed sales orders and invoices with balance due, so it is the better view
for standard collections aging.
## Open a Customer Detail
Click a customer row to review that customer's open invoices or orders, payment history,
credit memos, statements, and available actions. From the detail view you can record
payment, issue or apply credits, write off bad debt, or generate a statement when your
permissions allow it.
## Record Customer Payment
1. Open the customer row or source invoice or order.
2. Click **Record Payment**.
3. Select the payment method, date, amount, and reference details.
4. Confirm the payment applies to the correct document.
5. Save, then review the updated balance.
Payments update the customer balance and post accounting based on the payment method and
configured clearing or bank accounts.
## Issue and Apply Credits
Use credits for overpayments, returns, customer concessions, or other approved credit
adjustments. Credits reduce what the customer owes when applied to open documents. They
should include a reason and reference so the next person can understand why the credit exists.
**Credits are accounting events**
Do not use credits as a note-taking tool. Credits can affect AR, customer balances, and
financial reporting depending on how they are issued and applied.
## Customer Statements
Statements summarize open customer activity for a selected period. Use them when a customer
needs a formal balance summary, when collections needs a clean view of open documents, or
when accounting is reconciling customer payment disputes.
## Common Blocks
* **Customer does not appear**: search all tabs and confirm the account has open AR activity.
* **Balance looks wrong**: open the customer detail and compare invoices, payments, credits, and overcharge alerts.
* **Payment will not record**: check required payment fields, permissions, payment method setup, and period controls.
* **Credit cannot apply**: confirm the credit is available, unexpired, and belongs to the same customer.
* **Aging does not match dashboard**: review the scope note and use aging for collections buckets.
## Related Articles
Create customer and vendor accounts with terms, addresses, and preferences.
Find, create, post, send, pay, correct, and void customer invoices.
Record cash, card, ACH, check, wire, external, terms, or credit payments.
Save cards and bank accounts for future customer payments.
Run balance sheet, profit and loss, cash flow, and operational reports.