Using Finance, Receivables, and Billing

Start with Finance overview

1. Open Finance Overview to see the items demanding attention first.
2. Use overview alerts to spot overdue invoices, failed workspace billing, or receivables that need action.
3. Follow the deep link into the detailed desk instead of rebuilding filters manually.

Work customer receivables deliberately

1. Switch to Receivables when the question is what a customer owes your organization.
2. Filter by customer, invoice status, quote source, or work-order source.
3. Create manual invoices only when there is no cleaner quote or work-order starting point.
4. Record payments, voids, or write-offs from the invoice detail so finance history stays visible in one place.

Use ready-to-invoice candidates before manual drafts

1. Switch to Ready to Invoice when accepted quotes or completed work orders should become invoice drafts.
2. Filter by source or customer.
3. Open the source quote or work order from the candidate row before creating the invoice.
4. Check credit-hold and PO-required warnings.
5. Use Create Invoice from the candidate when the source is ready.
6. Treat Routine Contract Candidates as a future category until recurring contract charge storage is enabled.

Keep workspace billing separate

1. Workspace Billing is about your organization's Deucalion subscription and any enabled workspace-billing surfaces.
2. Receivables are about what customers owe you.
3. Do not use workspace billing as a workaround for customer debt tracking.

Check seats and invites before escalating billing issues

1. Review the workspace seat summary before inviting another user.
2. Treat accepted members and pending, non-expired invitations as seat demand.
3. If an invitation has expired, resend or create a fresh invite instead of assuming it still reserves usable access.
4. When the seat count looks wrong, compare active members, pending invites, and expired invites before raising a billing fault.

Stay inside the public org-admin boundary

1. Public finance guides cover receivables, invoice state, and workspace billing visibility.
2. Platform-owned credit controls and other internal finance operations are intentionally outside this guide.
3. If a workflow depends on a control you cannot see as an org admin, raise it with support instead of expecting it in the normal finance desk.

Troubleshooting

Reference surfaces

1. Use Finance for the route-level breakdown of receivables, invoice detail, and workspace billing surfaces.
2. Use Billing Candidates and Accounting Export for ready-to-invoice candidates, source identity, and export payload behavior.
3. Use Customers, Quotes, and Work Orders to trace how commercial activity becomes finance state.
4. Use the Entity Lifecycle Atlas when the question is which pages create and mutate invoices, quotes, or work orders over time.