Overview
Use the toolbar at the top of the Invoices list in AR Collections to control how data is searched, filtered, displayed, exported, tagged, and whether notification automation is enabled.
The toolbar includes:
Currency Toggle (Base vs Foreign)
Notification
Search Customers
Tag Customers
Filter Customer Records
Customize Table Columns
Export Customers
Figure 1. Toolbar actions in AR Collections Invoice page
1. Currency Toggle (Base vs Foreign)
Use the Currency toggle to control how monetary values are displayed.
How to use the currency toggle:
On the Customers toolbar, find the Currency control with Base and Foreign buttons.
Click Base to show monetary fields in your organization’s base (functional) currency.
Click Foreign to show values in each customer’s or invoice’s original transaction currency.
The selection applies to all monetary fields in the list, such as Total Outstanding, Total Past Due, and related AR balances.
Figure 2. Currency Toggle – Customers Toolbar (AR Collections)
2. Notification
Use the Notification control to manage notification automation (for example, reminder or follow‑up workflows) for selected customers.
How to use Notification:
On the Customers page in AR Collections, locate the Notification dropdown on the toolbar.
Click the dropdown to view options (such as Turn On or Turn Off notifications for the selected customers or current view).
Select the desired option to enable or disable notification automation.
Figure 3. Notification Control – Customers Toolbar (AR Collections)
3. Search Customers
Use Search to quickly locate specific customers.
How to search:
Go to the Customers page in AR Collections.
In the toolbar, click in the Search field.
Type a value such as:
Customer Name
Customer Number
The list updates to show only customers that match your search term.
Clear the search text to return to the full customer list (subject to active filters).
Figure 4. Searching Customers – Customers Toolbar (AR Collections)
4. Tag Customers
The next icon (tag symbol) opens the Tag dialog.
Use tags to categorize customers for AR Collections—for example:
High Risk
Strategic
Legal Hold
Watchlist
Region‑ or segment‑specific tags
How to tag customers
Select Customers to be tagged using the checkboxes next to their names.
Click the Tag icon in the toolbar (the tag‑shaped icon).
In the Tag as dialog:
Type in the search box to filter and select existing tags.
Click Add New Tag to create a new tag if needed.
Figure 5. Tag Dialog with Search and Add Tag Options
To add a new tag, enter your desired tag name in the field provided in the New Tag dialog, then click Add & Apply to assign it to the selected Customers.
Figure 6. Add a New Tag Dialog
To manage tags (edit or remove), click Manage Tags to open the tag management window. Here you can:
Edit a tag name by clicking the pencil icon.
Delete a tag by clicking the trash bin icon.
Add new tags any time with the Add New Tag button.
Figure 7. Tag Management Dialog
After confirming, the tag(s) will appear in the customer records and may be used as a filter or reporting field.
5. Filter Customer Records
Use Filters to display only customers that meet specific criteria (for example, customers with invoices more than 30 days past due above a certain amount).
How to filter customers:
On the Customers page, click the Filter (funnel) icon on the toolbar.
In the filter panel, choose a Column (for example, Customer Name, Entity, Customer Status, Total Outstanding, Total Past Due, Oldest Invoice Age (Days), Tags).
Select an Operator (such as
contains,equals,greater than,less than or equal,in list).Enter the Value to filter by.
(Optional) Add additional filter rows to build combined conditions.
Apply the filters to update the customer list.
To reset the view, remove individual filter rows or use Clear Filters (if available).
Figure 8. Filter Panel – Customers Toolbar (AR Collections)
Table 1. Invoice List Columns and Default Filter Operators
| Column Name | Default Filter Operator |
|---|---|
| Invoice Number | contains |
| Notification Automation | in |
| Customer Name | contains |
| Entity | in |
| Invoice Status | in |
| Amount | less than, equals, greater than |
| Amount Remaining | less than, equals, greater than |
| Age (Days) | less than, equals, greater than |
| Disputed Amount | less than, equals, greater than |
| Invoice Date | (no filter set by default) |
| Due Date | (no filter set by default) |
| Scheduled Payment Amount | less than, equals, greater than |
| Scheduled Payment Date | (no filter set by default) |
| Tags | in |
6. Customize Table Columns
Use Edit Columns to choose which fields appear in the Customers table and in what order.
How to customize columns:
On the Customers page, click the Edit Columns (column) icon on the toolbar.
In the Edit Columns panel:
Select checkboxes for the columns you want to show.
Clear checkboxes for the columns you want to hide.
Apply your changes to refresh the Customers table layout.
Use Restore Default (if available) to return to the standard column configuration.
Figure 9. Edit Columns Dialog – Customers Toolbar (AR Collections)
7. Export Customers
Use Export to download customer‑level AR data for offline analysis, sharing, or archiving.
How to export customers:
On the Customers page, apply any needed filters and search criteria.
Click the Export (download) icon on the toolbar.
Confirm the export format (typically CSV).
Save the exported file from your browser.
The export normally includes the customers visible in your current (filtered) view and respects your current column configuration.