AR & Collections Console
Check the fields, fix anything off, set the company, then add them to the ledger. Nothing is saved until you click Add.
Reset a teammate's password or add a new member. New passwords are shown once — copy and share them securely. (Only you, as admin, can use this.)
Accounts handed to a collection agency. They stay in the outstanding balance and the aging report — badged, and split out of working AR — but every automated email, text and worklist entry is suppressed while the agency has them. Written-off accounts leave AR entirely and remain here as history.
Manage customer info and payment terms. Terms drive when an invoice becomes past due: Cash / Due on receipt = due the day it's invoiced; Net 15/30/45/60 = due that many days after the invoice date. A customer left at Not set keeps the ERP's own due date (no change) until you choose their terms. Terms apply to Rental invoices (Waste invoices carry only aging buckets, so terms are recorded but don't change their dates).
Upload the full customer export — it's reconciled automatically: existing customers have their contact info refreshed (your saved Terms and Notes are always kept), and new customers are added. Nothing is deleted.
