Invoice management
Create and manage invoices against the customer record, so every amount owed has a clear due date and status.
Explore Invoices →Invoices & receivables
Invoices Tell You What Was Billed. Receivables Tell You What Still Matters.
Manage invoices and outstanding balances where your teams already manage the customer. An individual invoice becomes more useful once finance can read it inside the customer's broader outstanding position.
Part of the Salesforce-native Bonza Payments suitePlain definition
What Is the Difference Between Invoices and Receivables?
Invoices answer “what did we bill?” — a specific obligation and the payment activity against it. Receivables answer “what are we still waiting to collect?” — the outstanding position across customers. They are connected stages of the same lifecycle.
Invoice payment management connects the amount a customer owes with the payments collected against that obligation. Outstanding invoice amounts form part of the customer's receivables position, so an individual invoice can be read inside the wider picture of what that customer still owes.
Bonza Payments connects customer payment activity, outstanding amounts and payment status inside Salesforce. It is payment management — not an accounting, ledger or collections system.
BONZA IS NOTA general ledgerA tax engineAn ERPA revenue-recognition systemA full accounting platform
Receivables in Bonza are about the visibility of the customer payment position, not about how that position is represented in an organisation’s accounting process.
What it covers
Invoices, Outstanding Balances and Payment Status, Read Together.
Outstanding balances
Payments collected against an invoice stay associated with that invoice and with the customer, so the amount owed, the payment activity and the outstanding balance can be read together.
Explore Receivables →Paid, due and overdue tracking
Paid means the payment was received, due means it is expected, overdue means the expected date has passed and it needs attention.
Explore Payment Status →Receivables by customer
Receivables can be read per customer, so a customer's paid, due, overdue and upcoming amounts are visible together rather than scattered across records.
Explore Accounts Receivable →Every payment model included
One-time, invoice-driven and recurring payment activity all feed the same receivables picture, so the view is not limited to a single payment model.
Explore Recurring Payments →Refunds and credits in context
Refunds and customer credits stay connected to the same customer relationship, so post-payment changes remain visible next to the outstanding position. How a credit is applied depends on your configuration.
Explore Credits & Refunds →FAQ
Invoices & Receivables in Salesforce, Answered.
What is invoice payment management?
Invoice payment management connects the amount a customer owes with the payments collected against that obligation. It covers knowing what is owed, collecting payment, tracking status, understanding what remains outstanding and deciding what needs attention next.
What is accounts receivable management?
Accounts receivable represents money customers owe a business for amounts that are due or expected to be paid. Managing it means keeping track of what has been collected, what is still outstanding, what is due, what has become overdue and what needs attention next.
How does Bonza Payments connect invoices and payments?
Payments collected against an invoice stay associated with that invoice and with the customer, so the amount owed, the payment activity and the outstanding balance can be read together.
How do invoice payments connect with receivables?
Outstanding invoice amounts form part of the customer's receivables position, so an individual invoice can be read inside the wider picture of what that customer still owes.
Can I see outstanding payments by customer?
Yes. Receivables can be read per customer, so a customer's paid, due, overdue and upcoming amounts are visible together rather than scattered across records.
Can Bonza show upcoming expected payments?
Yes. Upcoming expected collections — including recurring activity — can be seen alongside today's outstanding position, with payment forecasting for the forward view. Expected activity is not guaranteed collection.
What is the difference between invoice management and receivables management?
An invoice is a single obligation: what was billed, when it is due and what has been paid against it. Receivables is the position across obligations: what a customer, or the business, still has outstanding. Bonza connects the two, and is not an accounting or general-ledger system.
Know What's Invoiced. Know What's Paid. Know What Needs Attention.
See how Bonza Payments connects invoice-driven collections, payment status and receivables with your Salesforce customer data.