Receivables & Reports

Open Invoices → Receivables. You need the manage invoices permission.

Tab	What it shows
Aging	What is owed today, by client or by deal, in buckets: not due, 1–30, 31–60, 61–90 and 90+ days past due
Deals	Contract value against invoiced, received, outstanding and not yet invoiced
Lead to cash	Leads created in a period, how many became deals, and what those deals contracted, invoiced and collected
Tax and accounts	Registers for filing and the accounting export (below)
Exchange	Gain or loss on foreign-currency payments you recorded a realisation for
Archive	Export every invoice, credit note and voucher as PDFs, with CSVs of documents and payments

Tax registers (India)

GST sales register (GSTR-1): B2B, B2C large and small, exports, credit notes, advances and the HSN/SAC summary for a period.
TDS receivable: tax withheld by clients that you have no certificate for yet.
Export proceeds outstanding: export invoices unpaid after the realisation period, and foreign payments without a FIRC.

Accounting export

Download the period’s sales, credit notes, receipts and write-offs as a journal CSV, or as Tally Prime XML to import into Tally. Ledger names come from Settings → Invoicing → Preferences.

Run reminders now

Run reminders now does today’s overdue check, reminders, automatic drafts and readiness nudges straight away instead of waiting for the nightly run.