Help Center / Accounts Receivable

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.

Tracking Payment Status from the Invoices List

The Sales invoices list shows the state of each invoice. Open invoices that have received payments transition automatically based on the matched amount:

State UI Label Meaning
OPEN Open Posted; no payments received yet
PAYMENT_PENDING Payment pending An online payment (e.g., a Stripe charge) has been initiated; the invoice stays in this state until the payment is bank reconciled
PARTIALLY_PAID Partially paid One or more payments received; balance remaining
PAID Paid Fully paid
ARCHIVED Void Voided

Use the filters above the table to narrow the list to a specific state or customer.

Recording Payments via Bank Reconciliation

Payments received from customers are recorded in Light through bank reconciliation: the bank transaction is matched to the open invoice. As matches post, the invoice's payment state updates automatically.

See Bank reconciliation for the matching workflow.

Customer Payment History

To see all payments received from a specific customer:

  1. Open the customer from Customers
  2. Go to the Payment history tab

Each payment row opens a payment details drawer showing:

  • Payment type — Bank payment or Customer credit
  • Amount and currency
  • Date
  • Linked invoices

Customer Aging Widget

Each customer's overview shows an aging widget with these buckets:

Bucket Range
Current Not yet due (current/future)
1–30 days 1 to 30 days past due
31–60 days 31 to 60 days past due
61–90 days 61 to 90 days past due
90+ days More than 90 days past due

Click a bucket to drill into the underlying invoices.

Activity Log

Each invoice has an activity log on its detail page showing posting, sending, payment, and other events.

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