The accounts receivable checklist for month-end
AR discrepancies usually trace back to missing invoices or unrecorded credit notes. Close both gaps with one request.
Documents (5)
- 1
Sales invoices
All invoices issued, including those sent outside the invoicing tool.
- 2
Customer statements
Statements for customers with open balances.
- 3
Credit notes and refunds
Documentation for credits issued in the period.
- 4
Aging report
Accounts receivable aging from the client's system.
- 5
Collection notes
Payment plans, disputes and write-off decisions.
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