Know exactly who owes you, how late, and what will land this month
The AR dashboard turns your open invoices into the numbers a finance team watches: DSO, aging buckets, collection rate and a cash forecast, plus a queue of the accounts that need a human.
01 / AR Dashboard
What is the AR dashboard?
Accounts receivable (AR) is the money your clients owe you on issued invoices. The AR dashboard reads every open invoice and payment in your account and reports total receivables, overdue balance, open invoice count, days sales outstanding (DSO) and collection rate over a 30, 60 or 90 day window.
Balances are grouped into aging buckets (current, 1 to 30, 31 to 60, 61 to 90 and over 90 days) and each bucket carries a collection probability, so the dashboard also shows the cash you can realistically expect. Anything the automated reminders cannot resolve lands in the escalation queue.
- DSO, collection rate and balance-weighted average days overdue.
- Five aging buckets with totals and invoice counts.
- Probability-weighted cash forecast per bucket.
- Escalation queue for disputes, failed payments and final notices.
02 / Capabilities
Receivables metrics without a spreadsheet
Every number is computed from the invoices and payments already in your account. Nothing to import, nothing to reconcile.
Days sales outstanding
DSO is total receivables divided by what you billed in the period, times the period length. Switch between 30, 60 and 90 day windows to see the trend.
Aging buckets
Current, 1 to 30, 31 to 60, 61 to 90 and 90+ days, each with the outstanding balance and the number of invoices in it.
Cash forecast
Each bucket is weighted by an expected collection rate (95% for current down to 20% past 90 days) to give a realistic forecast rather than the face value of your invoices.
Escalation queue
Disputes, repeated payment failures, low-confidence cases, final notices and chargebacks are collected in one worklist with the invoice, client, balance, days overdue and reminder history.
Autonomous dunning, supervised
The collections daemon sends reminders on its own. Where it is unsure it drafts the message and waits for you: approve and send, mark resolved, dismiss, or refer to a collections partner.
Plan-level access
The AR dashboard, autonomous dunning and the escalation queue are included on the Professional plan and above.
03 / Process
How the AR dashboard works
Invoice as usual
Every invoice you send and every payment you record feeds the receivables projection automatically.
Open Receivables
The dashboard shows total and overdue AR, DSO, collection rate, weighted days overdue and the aging table for the window you pick.
Read the forecast
The expected collection column shows what each aging bucket is likely to yield, so you can plan cash instead of hoping.
Work the escalation queue
Review the cases automation flagged, approve the suggested reminder or resolve the case, and let the daemon keep chasing the rest.
04 / FAQ
AR dashboard FAQs
What is DSO and how is it calculated here?
Days sales outstanding estimates how many days it takes to collect an invoice. Invoice My Clients calculates it as total receivables divided by the amount billed in the selected 30, 60 or 90 day period, multiplied by the number of days in that period.
Which aging buckets are used?
Current (not yet due), 1 to 30 days, 31 to 60 days, 61 to 90 days and over 90 days past due. Each shows the outstanding balance and the number of invoices.
How is the cash forecast produced?
Each aging bucket is multiplied by an expected collection rate: 95% for current, 85% for 1 to 30 days, 65% for 31 to 60, 40% for 61 to 90 and 20% beyond 90 days. The sum is the probability-weighted amount you can expect to collect.
What ends up in the escalation queue?
Cases the automated collections daemon will not handle alone: client disputes, repeated payment failures, reminders it drafted with low confidence, final notices and chargebacks. Each case shows the suggested message and the actions available.
Which plans include the AR dashboard?
The AR dashboard, autonomous dunning and the escalation queue are on the Professional plan and above. Free and Starter accounts keep the standard invoice list and overdue filters.
See your receivables the way a CFO does
DSO, aging and a cash forecast, computed from the invoices you already send.
No credit card required to start.