Receivables
Send invoices and keep collections visible
Issue invoices from customer and item data, track paid and unpaid balances, and keep receivables connected to the ledger.
Customers receive consistent invoices.
Finance can see what is still pending.
Payments reduce receivables without manual spreadsheet tracking.
Workflow
How teams usually use it
These pages focus on the capabilities inside the accounting app itself, not internal operations or onboarding constraints.
Create invoice from estimate or start a new invoice.
Review tax, terms, and notes before approval.
Record payment and monitor outstanding balances.
Designed for day-to-day collections
Invoices are tied to customer records and payments, so your receivables workflow is more than a document list.
Track invoice status and collection movement.
Record payments from the sales module.
Use consistent print styling across estimates and invoices.
Tax details stay meaningful
When an organization is not GST-enabled, CashyNest avoids displaying misleading zero-tax details on customer-facing documents.
GST sections appear only when relevant.
Item tax mapping supports GST-enabled organizations.
Totals remain clear for customers.
Keep learning
Read the operational guide for invoices.
The docs app includes setup sequence, controls, mistakes to avoid, and practical workflow guidance for this area.