AR Forecast Levers
Collections Dashboard
Aging-bucket policy drives the default forecast. Per-customer and per-invoice "levers" refine timing, haircut, and status. Every change is logged with who + when.
AR driver mode
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Forecast cash-in
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Future
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- invoices · forecast -
Overdue 0-30
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- invoices · forecast -
Overdue 31-60
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- invoices · forecast -
Overdue 61-90
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- invoices · forecast -
Overdue 90+
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- invoices · forecast -
Aging Bucket Policy
Default treatment for each aging bucket. Changes apply to all invoices without an explicit override.
| Aging Bucket | Inclusion | Haircut % | Placement (days from today) | Last Updated | Actions |
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Upcoming Follow-ups
Customers or invoices scheduled for follow-up within the next 14 days.
| Follow-up Date | Scope | Customer | Invoice | Assigned | Status | Note | Actions |
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Customer Priority
Sorted by a blended balance and aging score. Click a row to drill into its invoices.
| Customer | Open Invoices | Total Open | Future | 0-30 | 31-60 | 61-90 | 90+ | Default Forecast | Lever-adjusted | Days Idle | Status | Assigned |
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Customer Detail: -
Per-invoice aging, forecast defaults, and override controls.
| Invoice | Invoice Date | Bucket | Open Balance | Default Pay Date | Default Forecast | Effective Pay Date | Effective Forecast | Override | Status |
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Recent Activity
Most recent override changes across all customers. Full audit is preserved in
ar_collection_overrides_audit.| When | Who | Operation | Scope | Customer | Invoice | Summary |
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