Accounts Receivable Menu

Purpose

The Accounts Receivable page shows receivable transactions, totals summary, and helps you add payments, view transaction details, and print/share receipts.

Main sections

1. Header

   • Title: Accounts Receivable Report.
   • Subtitle: number of records shown.
   • Filter icon (sliders): open customer & user filter modal.

2. Ringkasan Total

   • Grand Total: total amount of all transactions.
   • Paid: total paid.
   • Balance: outstanding receivables.

3. Daftar Piutang

   • Shows:
     • Customer name.
     • Reference number.
     • Transaction date.
     • Created by user.
     • Payment status (Paid/Partial/Due).
     • Warehouse.
   • Three amount chips:
     • Total: open transaction details.
     • Paid: open Add Payment modal.
     • Balance: open receipt preview.

Filtering

Tap the filter icon in the header to open the filter modal. Available filters:

• Customer: search name/company (minimum 3 characters).
• Created by: search username or ID (minimum 3 characters).

Note:

• “Reset” clears filters.
• “Apply” applies filters and reloads data.

Transaction details (modal)

Shown when tapping the “Total” chip. Shows:

• Ref, date, customer, biller.
• Total, paid, balance.
• Product list (qty, price, subtotal).
• Payment history (if any).

Add payment (modal)

Shown when tapping the “Paid” chip. Modal contains:

• Summary (grand total, paid, balance).
• Payment form:
  • Amount.
  • Method: cash/bri/bni/bca/mandiri.
  • Note (optional).
• Save payment button.

Note:

• The app will check that the register is open before adding a payment.
• After success, data refreshes and the receipt becomes available.

Receipt preview (modal)

Shown when tapping the “Balance” chip, or after a successful payment. Buttons:

• Print: print the receipt.
• Share: share the receipt.
• Close: back to the list.

Quick usage flow

1. Use filters to narrow results (optional).
2. Tap “Total” to view details.
3. Tap “Paid” to add a payment.
4. Tap “Balance” to preview, print, or share the receipt.

Tips

• Pull down to refresh.
• If you see “Register is not open”, open the register in POS first.