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Accounts Receivable Widget
Accounts Receivable Widget
Nicole avatar
Written by Nicole
Updated today

The Accounts Receivable widget will show you all of the outstanding invoices due soon. You’ll see beside each one an Action menu where you can take several actions right from this screen, including emailing the invoice to your client, opening the direct link to the invoice in client access, viewing the order, viewing or printing a PDF of the invoice, as well as recording a payment.

You can find the Accounts Receivable widget on your account dashboard, if you have it visible. To customize the layout and data included on your Táve dashboard, you'll go through the Configure Dashboard button located at the top right of your screen.

NOTE: In order to view this type of financial widget, you must be an administrator user.

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