SmartPay Accounts Receivable

This guide will explain the Accounts Receivable page in SmartPay and how to use it.

Accounts Receivable overview

Accounts Receivable dashboard

Bulk actions

Accounts Receivable Overview – SmartPay

The Accounts Receivable (AR) module lets you:

• View all invoices for completed loads

• Search and track payments Find it under SmartPay in the left-hand navigation menu.

Tabs in Accounts Receivable

The module is split into seven tabs:

• Dashboard: Summary of completed bookings and statuses

• All: Every invoice, from ready to invoice to paid

• Ready to Invoice: Completed loads not yet invoiced

• Awaiting Payment: Invoices sent but unpaid

• Paid: Invoices that have been settled

• Customers: Organised view of invoices by customer, with CSV export

• Archive: Archived invoice details

Dashboard Features

The dashboard helps you search invoices, track payments, and spot items needing action. It includes:

• Summary: Invoices grouped by status—pending approval, awaiting payment, paid

• Requiring Attention: Items needing follow-up

• Shortcuts: Quick access tools

To change the time filter in Summary, click the cog icon in the top right to adjust the date range.

Changing the time period filter

By default the Summary tab shows invoices from the past month.

To see older invoices click the cog icon in the top right of the Summary box. This pop-up will appear.

You can change the date filter to show invoices from up to three months prior. 

Requiring Attention

This section shows you invoices that are:

• overdue
• ready to invoice

Shortcuts

The Shortcuts section provides quick access to key invoice information. For example, you can jump directly to invoices without a Load ID by clicking on the shortcut.

Bulk Actions

Bulk Actions streamline invoicing across multiple records and load posters.

How it works:

1. Select Records: Tick individual checkboxes or use Select All to choose every item on the page.

2. Choose an Action:

   • Download Documents: Grab all selected files in one click.

   • Export Data: Convert records to CSV for reporting.

   • Sync Invoices: Send invoices to your accounting software (if integrated).

   • Archive