What is this page about: Light's AR works across multiple legal entities, with each sales invoice and contract tied to one entity. This page explains how entity selection works on invoices and contracts, how currency defaults are resolved, how to filter AR lists by entity, and how customer aging aggregates across entities.
On this page
- How does entity selection work on invoices and contracts?
- How do I filter AR by entity?
- How does currency default across entities?
- How does customer aging work across entities?
- Frequently Asked Questions
- Related Articles
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 filtered by entity.
How does entity selection work on invoices and contracts?
Sales invoices: When creating an invoice in Light, an Entity selector is shown alongside the customer. The currency defaults from the customer's most recently created issued invoice; if the customer has no issued invoices yet, it falls back to the entity's local currency.
Contracts: The contract creation dialog also requires an Entity to be picked. Currency defaults from the company's base currency.
Customers: In Light, customers are stored at the company level rather than pre-assigned to a specific entity. The entity is chosen at document creation time, which means the same customer can be invoiced from multiple entities.
How do I filter AR by entity?
The Sales invoices list filter in Light can narrow results to a single entity. The same applies to Contracts and Customer credits.
How does currency default across entities?
Each invoice or contract carries its own currency, which can be changed when creating the document. For invoices, the default follows the customer's most recently created issued invoice, falling back to the entity's local currency. Multi-currency reporting is handled at the report level (see Reporting Overview).
How does customer aging work across entities?
The customer aging widget on a customer record in Light aggregates open balances across the entities the customer has been invoiced from.
Frequently Asked Questions
Can one sales invoice or contract belong to more than one entity in Light?
No. Each sales invoice and each contract is associated with exactly one entity.
Can the same customer be invoiced from different entities?
Yes. Customers are stored at the company level in Light, not tied to a single entity, so the same customer can be invoiced from multiple entities.
Can I filter the AR list by more than one entity at once?
No. The entity filter on Sales invoices, Contracts, and Customer credits is single-select, so it narrows results to one entity at a time.
Where does an invoice's currency come from?
From the customer's most recently created issued invoice. If the customer has no prior issued invoices, it falls back to the entity's local currency.
Where does a contract's currency come from?
From the company's base currency, rather than the customer or the entity's local currency.
Does the customer aging widget separate balances by entity?
No. It aggregates open balances across all entities the customer has been invoiced from.
Related Articles
- Accounts Receivable Overview
- Managing Entities
- Multi-Entity Consolidation
- Multi-Currency Revenue Recognition
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