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The Accounts Receivable setup checklist shows what you need to do before invoicing customers and collecting cash. Use the progress counter at the top to track completion.

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Open receivables setup

1

Go to the checklist

  1. Open Settings from Data & Admin in the sidebar.
  2. Click Accounts Receivable, or open Accounts Receivable in the sidebar and click the setup gear icon.
adorabl opens Configure Accounts Receivable with four sections.

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Read the checklist

Click a row with an arrow to open the linked screen.

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Sections and what to configure

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Customers and credit

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Configure customer groups

Open Customer Groups from the top of Customers & credit. Create a group code and name, then set the defaults customers in that group inherit:
  • Payment terms and payment method
  • Shipping terms and receipt rules
  • Accounts receivable, sales, discount, cash, cash discount, and prepayment accounts
You can keep a group active for new assignments or deactivate it without removing existing customer history. Customer-level overrides take precedence over group defaults.

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Invoicing

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Posting and controls

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Collections and payments

1

Books foundation

Complete Finance setup, System accounts, and Fiscal calendar.
2

Customers and terms

Configure customer groups, add customers, and confirm terms codes before your first invoice.
3

Dunning and payments

Configure collections cadence and confirm how you record incoming payments.

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Example: Trail Ridge Outfitters

Before sending their first wholesale invoice to Aspen Sports Co., Trail Ridge confirms:
  • Terms code NET30 on the customer record
  • Default revenue account 4000 · Product Sales for wholesale customers
  • Dunning steps at 3, 14, and 30 days past due
  • Invoice prefix INV- with the next number at 1001 (see Next numbers)

Dunning rules

Configure overdue invoice reminders.

Invoices

Create and send customer invoices.