Display Open Receivables on Sales Order Page

Overview

GoldFinch can display a customer's open Accounts Receivable (AR) directly on the Sales Order page. This allows customer service representatives and sales staff to review outstanding balances without leaving the order entry screen.

Common uses include:

• Reviewing a customer's current AR balance before accepting a new order.
• Determining whether a Sales Order should be placed on credit hold.
• Discussing overdue invoices with the customer during order entry.
• Viewing outstanding invoices without navigating to another page.

Enable Open AR Display

To enable this feature:

1. Open the GoldFinch Setup app.
2. Navigate to Company Setup.
3. Select the Display AR Detail on Sales Order checkbox.

Once enabled, an Open Accounts Receivable section will appear on the Sales Order edit page.

Open Accounts Receivable Information

As Sales Invoices and Customer Receipts are posted and payments are applied, the Open Accounts Receivable section is updated automatically.

The section displays:

• Original Invoice Amount
• Remaining Open Balance
• Total Open Accounts Receivable
• Total Overdue Balance

This provides real-time visibility into the customer's outstanding receivables while entering a Sales Order, helping users make informed credit and fulfillment decisions.