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Accounts Receivable

Accounts Receivable Overview

Accounts Receivable (AR) in Light covers the customer-to-cash workflow: creating customers, drafting and sending sales invoices, tracking payments, and

Setting Up Customers

This article covers how to create and manage customers in Light. Customers are the parties you bill via sales invoices.

Contracts

Contracts in Light represent multi-period agreements with customers. They group line items and drive invoicing over the contract period.

Products and Pricing

The Products module lets you define the goods or services you sell to customers.

Invoice Generation

Sales invoices (AR documents) are created from the Sales invoices page. This article covers creating, editing, and posting them.

Invoice Templates

Document templates configure the layout and email defaults for sales invoices and other accounting documents. Templates are managed under Settings.

Sending Invoices

Light supports sending invoices by email and via e-invoicing in supported countries. Invoices can be sent individually or in bulk.

Tracking Payments and Outstanding Balances

Light tracks the status of every sales invoice and exposes payment information at the invoice level and at the customer level.

Customer Credits

Customer credits are credit documents that reduce a customer's balance. You can apply the full credit amount or allocate a partial amount to one or more

Revenue Schedules and Deferred Revenue

Light spreads revenue across multiple periods using **release templates** (also called amortization templates).

Multi-Entity AR

Light's AR works across multiple legal entities. Each sales invoice and contract is associated with one entity, and the AR list and reports can be

AR Aging

Light tracks AR aging at the customer level, with a widget that breaks open balances into standard aging buckets, and offers an organization-wide **Aged