Navigating Accounts Receivable

Accounting can use the Accounts Receivable section in the Accounting tab in the Side Navigation Bar to manage AR tasks and activities

Applies to:

  • Accounting
  • Administrators
Last Updated: January 2021

This article explains how Accounting can manage AR tasks and activities through the Accounts Receivables section in the Accounting tab in the Side Navigation Bar

Administrators and Division Administrators can access the Accounting tab from the side navigation bar, which allows them to view Accounts Receivable activity within BindHQ.

There are five sections in this article


Navigating Accounts Receivable

  1. From the side navigation bar, select the Accounting tab and ensure the General section is selected.
  2. Select the Accounts Receivable subsection.


Viewing Invoices

  1. Navigate to Accounts Receivable and click Browse and view invoices.
  2. The Invoices page opens and displays all open invoices.


    The invoice list is interactive, and Users can click the Reference, Customer, Policy, or Insured hyperlinks to navigate to those pages.
  • Reference opens the Invoice Detail page, where Users can view the invoice summary and line item details (including premiums, taxes, and fees).
    • Users can also toggle between the Line Items, Applies, GL Impact, and Audit tabs.
    • In the top right corner, Users can click the Actions drop-down to make a payment or record a receipt, or they can click Invoice to generate a PDF of the invoice.

  • Customer opens the customer’s profile page.

  • Policy opens the policy details.

  • Insured opens the Insured Details page in an editable format, which lets Users make any changes needed to the insured’s information.

  • Users can also select the Accounting tab to view all invoices associated with the insured. In the top right corner, Users can click the More drop-down to View Receipts, View Payments, or View Deposits.

  • To filter the invoice list, click Add Filters in the top right and apply any available filters needed. Users can filter by division, payee, date (transaction date or effective date and corresponding date range), open invoices, or overdue invoices.

  • After applying filters, Users can click Download CSV in the top right corner to download the filtered list as a spreadsheet.


Viewing Credits

  1. Navigate to Accounts Receivable and click Browse and view credits.
  2. The Credit-Memos page opens and displays all credits.


    The credit list is interactive, and Users can click the Reference, Customer, Policy, or Insured hyperlinks to navigate to those pages.
  • Reference opens the Credit Detail page, where Users can view the credit summary and line item details (including premiums, taxes, and fees). Users can also toggle between the Line Items, Applies, GL Impact, and Audit tabs.

  • Customer opens the customer’s profile page.
  • Policy opens the policy details.
  • Insured opens the Insured Details page in an editable format, which lets Users make any changes needed to the insured’s information. Users can also select the Accounting tab to view all invoices associated with the insured. In the top right corner, Users can click the More drop-down to View Receipts, View Payments, or View Deposits.

To filter the credit list, click Add Filters in the top right and apply any available filters needed. Users can filter by division, payee, open credits, or date range.


Recording a Receipt

See our Recording a Receipt article to learn how to record a receipt.


Viewing Receipts

  1. Navigate to Accounts Receivable and click Browse and view receipts.
  2. The Receipts page opens and displays all receipts.
    The credit list is interactive, and users can click the Reference or Customer hyperlinks to navigate to those pages.
  • Reference opens the View Receipt page, where Users can view the receipt summary and transactions associated with the receipt.
    • Users can also toggle between the Applies, Payments, GL Impact, and Audit tabs.
    • In the top right, Users can click the More Actions drop-down to select Make Payment, Edit Receipt, New Receipt, or Download CSV, or Users can click Void Receipt to void the receipt.
  • Customer opens the customer’s profile page.
  • To filter the receipt list, click Add Filter along the top of the page and apply any available filters needed. Users can filter by division, customer, void status (voided, not voided, or all), status (open, applied, or all), or date range.

  • After applying filters, users can click the Download drop-down along the top of the page and select Summary CSV or Detail CSV to download the receipt list as a spreadsheet.
  • In the top right corner, Users can click Record Receipt to record a new receipt. To view the other ways Users can record receipts, view this article.