Overview
The AR Collections Customer List displays customers that are in scope for AR Collections automation for the selected ERP, mailbox, and entity.
Use this list to:
Review open AR and aging by customer
See classification and enrollment status
Identify customers with active disputes or long invoice age
Quickly navigate into customer‑level collections details
You can access this list from SmartCustomer → Customers when AR Collections is enabled.
Figure 1. AR Collections Customer List
AR Collections Customer List Fields
The columns in the Customers view are:
Field | Description |
|---|---|
Customer Name | Name of the customer as received from the ERP. Click to open the customer’s detailed AR view. |
Customer ID | Unique identifier for the customer in the ERP (for example, customer account number). |
Enrolled | Indicates whether Notification Automation (AR Collections dunning) is enabled for this customer. |
Classification | AR Collections classification assigned to the customer (for example, Key Account, Regular Account). |
Hierarchy | Customer hierarchy information (for example, parent/child or group). Shows [None] when not defined. |
Active Disputes | Number of open/active disputes associated with this customer. |
Total Balance | Total open AR balance for the customer. |
Under Open Balance, the list shows how the customer’s open AR is aged:
Field | Description |
|---|---|
Current Balance | Portion of open AR that is not yet due. |
1–30 Days | Amount currently 1–30 days past due. |
31–60 Days | Amount 31–60 days past due. |
61–90 Days | Amount 61–90 days past due. |
90+ Days | Amount more than 90 days past due. |
Unapplied Payment | Payments received but not yet applied to specific invoices. |
Unapplied Credit | Credit memos or adjustments not yet applied to invoices. |
Additional account‑level fields:
Field | Description |
|---|---|
Next Scheduled Payment Date | Date of the next expected/scheduled payment, if available. |
Next Scheduled Payment Amount | Amount of the next scheduled payment, if provided. |
Oldest Invoice Age | Age (in days) of the oldest open invoice for this customer. |
Relaxed Matching Domains | Email domains that are allowed for relaxed matching (for example, |
Tags | Any tags applied to the customer (for example, internal labels or categories). |
Filters and Context
Above the table, you can:
See a count of customers (for example, Customers (205)).
Use Clear All Filters to reset any applied filters.
Use the search box and icon tools (filter, column settings, etc.) to refine the list.
Use the Entity dropdown on the right to switch between legal entities or business units (for example, World of Widgets, Inc.).
At the bottom, you can control pagination:
Rows per page (for example, 20)
Page navigation (for example, Page 1 of 11)
How AR Collections Fields Are Used
Enrolled and Classification together determine:
Whether the customer is managed by AR Collections automation, and
Which dunning schedules and templates apply (based on the classification configured in the Classification and Notification steps).
Active Disputes, Oldest Invoice Age, and aging buckets under Open Balance help you:
Identify high‑risk or long‑overdue customers.
Prioritize follow‑up actions.
Unapplied Payment and Unapplied Credit highlight situations where cash or credits exist but are not yet applied, which may impact dunning behavior and customer communication.