<< Click to Display Table of Contents >> Navigation:  MLS 2026 Fully Integrated Accounting > Accounts Receivable > A/R Overview Flowchart

WORKORDER COMPLETED

       ↓

WORKORDER CLOSED?

       ↓

CHARGE AUTOMATICALLY POSTED TO A/R

       ↓

DOES AN A/R ACCOUNT EXIST?

       ├── NO → Create / Verify A/R Account

       └── YES

       ↓

REFRESH A/R TOTALS

       ↓

CLIENT MAKES A PAYMENT?

       ├── YES → Post Payment & Apply to Invoices

       └── NO

       ↓

INVOICES FULLY PAID?

       ├── YES → Mark as Cleared (Pending Closing)

       └── NO → Remains Open

       ↓

END OF BILLING CYCLE

       ↓

PRINT STATEMENTS

       ↓

PERIOD CLOSING

   • Clears completed items  

   • Updates aging  

   • Moves activity to history  

       ↓

ANY OVERDUE ACCOUNTS?

       ├── YES → Use Overdue Screen (Follow-up, Notes, HOLD)

       └── NO

       ↓

ANY UNCOLLECTIBLE BALANCES?

       ├── YES → Apply Write-Offs

       └── NO

       ↓

A/R CYCLE COMPLETE

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