4020 · Bills, invoices and inventory
Invoices and receivables
Autessa Accounting records invoices and accounts receivable: an invoice records revenue when you issue it and what the customer owes, with the invoice PDF attached. Import invoices from CSV, record payments, and apply customer deposits from your bank to open invoices in Match transfers.
The problem
Revenue and cash are not the same thing
A startup that counts revenue when cash lands sees lumpy months and cannot tell who is late. Accrual invoicing records revenue in the month it is earned and keeps a running list of who owes what, so a slow-paying customer is a visible number, not a surprise.
What you get
- New invoice: customer, invoice number, issue date, due date, amount and the invoice PDF you sent.
- Issuing records Accounts Receivable and Revenue; the customer’s payment is a separate event that clears what they owe.
- Billed this month, outstanding and overdue at a glance.
- Import invoices from CSV with a preview; invoices already here are skipped by invoice number.
- Record a payment on an invoice, or apply a matching bank deposit from Match transfers.
- Customers list what each has been billed and still owes.
- Revenue billed up front for a service delivered over time can be spread with a revenue recognition schedule.
How it works
How does invoices and receivables work in Autessa Accounting?
Issue or import
Create an invoice, or import a CSV from your invoicing tool. Revenue and receivable are recorded.
Customer pays
The deposit arrives from Mercury or a statement.
Apply the deposit
Match transfers proposes deposits that look like a customer paying an open invoice; you confirm each one.
Track the rest
A/R aging shows who still owes you and how overdue they are.
Every option
Invoice fields
| Option | What it does |
|---|---|
| Invoice | Customer, invoice number, issue date, due date, amount, invoice PDF. |
| Import CSV | Invoice number, customer, issue and due dates, total; duplicates skipped by invoice number. |
| Record payment | Date received and amount. |
| Deposit matching | Proposed in Match transfers; applying reduces what the customer owes. |
| Currency | Invoices in another currency convert at your exchange rate. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Accountant and up | Issue, import and record payments on invoices and apply deposits. |
Connected
How it connects to the rest of Accounting
ACCOUNTING FEATURE
Deposit matching
Applies customer payments to open invoices.
ACCOUNTING FEATURE
Revenue recognition
Spread annual or multi-month invoices over the service period.
ACCOUNTING FEATURE
A/R aging
Who owes you, by how overdue.
AUTESSA PRODUCT
Autessa Payments
Collect payments from customers on the Autessa platform.
FAQ
Questions about invoices and receivables
How do customer invoices work in Autessa Accounting?
Accounting records the invoices you issue, with the PDF you sent, and tracks what each customer owes. Import them from your billing tool or enter them directly.
Can I import invoices?
Yes, from a CSV. Accounting previews the rows and skips any invoice number that is already here.
Why does revenue appear in a month with no cash?
Because revenue is recorded when the invoice is issued. The customer’s payment later clears the receivable.
100% customizable, code and all
Make Autessa Accounting fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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