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Accounts receivable

Customer accounts, invoicing, and payment collection with reconciliation.

Raytio Accounts receivable manages customer accounts, invoicing, and payment collection - who your customers are, what they owe, and how payments are received and applied. Customers extend the party model, transactions follow a header-and-line pattern, and receipt schedules reconcile incoming payments against outstanding balances.

Capabilities

Customers built on parties

Name, address and contacts stay at the party level; receivables holds financial classification, terms and transaction history.

Cascading default terms

Freight terms, payment terms and price list default at the customer level and can be overridden per site use.

Multi-site model

Customer sites link to party sites. Site uses define bill-to and ship-to purposes, and each use can override defaults.

Header and line transactions

Invoices, credit memos and debit memos follow the header-and-line pattern. Each carries sold-to and ship-to references and full line pricing.

Cash receipts with a clear lifecycle

Receipts move through unapplied, applied, unidentified, NSF, reversed and stopped states. Exchange-rate and reversal detail is recorded with each receipt.

Receipt-schedule reconciliation

Schedule entries bridge transactions and receipts, closing at zero balance. Each entry tracks original, remaining, applied, adjusted and disputed amounts.

Onboarding and access

Email invites bring users into a customer team with a permission level. Auto-generated, immutable API keys give systems programmatic access.

Notable details

Prefixed API keys

Customer keys carry an identifiable prefix so they are easy to distinguish in logs and configuration.

Permission cascade

Access to a customer flows to its sites, transactions, receipts and credentials.

Part of Operate · Read the documentation →

Verified customers, protected data, and agents you can hold to account.