What you will learn
How invoices, customer balances, payment links, receipts, and collections affect cash visibility.
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Finance guide
Sales and receivables
How invoices, customer balances, payment links, receipts, and collections affect cash visibility.
Try this first
Create one invoice, send or record payment, then review the customer balance and receivables view.
Where it shows up
Finance invoices, customers, payment tracking, receivables, and cash reporting.
Practice checklist
Practice the workflow.
Open the Finance product and find the related workspace or menu area.
Complete the first example with one customer, employee, campaign, job, plan, or client.
Check the result in the matching report, dashboard, export, or support view.
Next step