Receivables management

Know What You're Owed. Know What Needs Attention.

Bring paid, due, overdue and outstanding payment visibility into Salesforce so finance teams can understand what's been collected, what's still expected and where attention is needed.

See Receivables in Action Explore the Payment Command Center

Part of the Salesforce-native Bonza Payments suite

Receivables workspace Salesforce-native ILLUSTRATIVE DATA — NOT REAL CUSTOMERS

TOTAL RECEIVABLESIllustrativeOpen across customers

DUEIllustrativeExpected, not yet late

OVERDUEIllustrativePast the expected date

COLLECTEDIllustrativeThis period

UPCOMINGIllustrativeExpected next

Illustrative receivables records
Customer	Amount	Paid	Outstanding	Due date	Status	Context	Action
Acme Customer	$5,000	$3,500	$1,500	15 Oct	Due	Invoice · card •••• 4242	View
Northwind Traders	$8,920	$0	$8,920	14 Sep	Overdue	Invoice · bank transfer	View
Harbor Academy	$3,150	$3,150	$0	02 Oct	Paid	Recurring · UPI	View
Crestline Realty	$1,200	$0	$1,200	28 Oct	Upcoming	Recurring · card •••• 4821	View
Lumen Health Partners	$5,600	$2,800	$2,800	21 Oct	Due	Invoice · card •••• 3007	View

Acme CustomerDue 15 OctDue

Amount: $5,000
Paid: $3,500
Outstanding: $1,500

View payment activity

Northwind TradersDue 14 SepOverdue

Amount: $8,920
Paid: $0
Outstanding: $8,920

View payment activity

Harbor AcademyPaid 02 OctPaid

Amount: $3,150
Paid: $3,150
Outstanding: $0

View payment activity

The operational gap

Knowing What You Billed Isn't the Same as Knowing What You'll Collect.

Accounts receivable represents money customers owe a business for amounts that are due or expected to be paid. Bonza Payments helps finance teams manage receivables visibility within Salesforce by connecting customer payment activity, outstanding amounts and payment status. It is payment management — not an accounting, ledger or collections system.

A team can know exactly what was invoiced and still be unable to answer the questions that decide the day:

What has been paid?
What remains outstanding?
What is due now?
What has become overdue?
What is expected next?
Which customer does each obligation belong to?
What payment activity has already happened?
Are credits or refunds affecting the relationship?
Are upcoming recurring payments expected?
Are payment methods approaching expiry?

Without connected visibility, the answers live in different places:

SalesforceInvoicesPayment gatewaysRecurring payment schedulesSpreadsheetsManual status checks

RECEIVABLES IS NOT A LIST OF UNPAID INVOICES. IT IS THE OPERATIONAL VIEW OF:

01What is owed

02What has been collected

03What is still open

04What needs attention, and what is expected next

Two views of the same money

From Payment Fragments to One Receivables View.

DISCONNECTED VIEW

Six islands, one question.

CRMCustomer information

Invoice systemAmounts billed

GatewayPayments processed

SpreadsheetOutstanding amounts

Recurring scheduleUpcoming collections

Manual processDue / overdue checking

Each island holds part of the answer. None of them holds the position.

BONZA RECEIVABLES

One position, per customer.

Customer

Amounts owed

PaidDueOverdueUpcoming

Payment activity

Outstanding position

Attention / next action

Bonza does not replace every external financial system. It makes the payment information you already have operationally useful inside Salesforce.

What Bonza Receivables answers

Turn Outstanding Payments Into an Operational View.

Paid What has been paid?

Visibility into completed payment activity, attached to the customer rather than sitting as a loose transaction.

WHY IT MATTERSFinance can separate collected amounts from amounts still outstanding without treating every payment record as an isolated event.

Due What is due?

Payment obligations that are currently expected, surfaced before the date passes.

WHY IT MATTERSTeams need to see expected collections while they are still routine, not once they are problems.

Overdue What is overdue?

Obligations that have moved beyond their expected due date, visible in the same view as everything else.

WHY IT MATTERSOverdue amounts should be visible rather than buried inside individual records or a separate system. Follow-up stays your team's decision.

Outstanding What is still outstanding?

The remaining payment obligation for a customer, read as a position rather than a pile of records.

WHY IT MATTERSWhat is left is the number finance works from.

Upcoming What is coming next?

Relevant upcoming payment information — recurring payments, expected collections, forecasting and payment-method expiry, where supported.

WHY IT MATTERSReceivables management is more valuable when finance sees today's position and relevant future activity together.

The relationship, conceptually

Total owed−Payments collected−Applicable credits=Outstanding position

An explanatory concept only — not accounting logic, reconciliation or an aging calculation.

The receivables lifecycle

Follow Every Amount From Expected to Collected.

Receivables are not static. The same amount moves between states over time — and the exception path is the one finance cares about.

Acme Customer · illustrative amount $1,500 Due 15 OctStatus Upcoming Nothing collected yet against this amount.

Expected

Or step through with the states above — arrow keys work too.

Where relevant, a collected payment may later branch into a refund, or a customer credit that stays available for future payment use.

Payment states

See Payment Status Before It Becomes a Question.

PaidCollected3 records

Money has been collected.

Harbor AcademyPaid 02 Oct · recurring$3,150

Lumen Health PartnersPaid 18 Sep · invoice$2,800

Oakridge TutorsPaid 12 Sep · one-time$960

DueExpected3 records

Payment is expected.

Acme CustomerDue 15 Oct · in 6 days$1,500

Lumen Health PartnersDue 21 Oct · in 12 days$2,800

Summit Members ClubDue 28 Oct · in 19 days$1,200

OverdueNeeds attention2 records

The expected payment date has passed.

Northwind TradersWas due 14 Sep · $8,920 outstanding$8,920

Crestline RealtyWas due 09 Sep · $560 outstanding$560

Bonza surfaces overdue amounts. It does not chase customers automatically.

View all receivables

Customer view

See What Each Customer Owes — In Context.

Instead of unrelated transactions, finance can read one customer's payment relationship as a single position.

Customer accountAcme CustomerILLUSTRATIVE

Paid$4,200

Due$2,000

Overdue$1,500

Upcoming$1,000

Total payment position$8,700

Invoice APaid$4,200

Invoice BDue$2,000

Invoice COverdue$1,500

Recurring paymentUpcoming$1,000

Customer creditAvailable$500

RefundProcessed$640

Two connected stages

Invoices Show What Was Billed. Receivables Show What Still Matters.

Neither replaces the other. They are stages of the same payment lifecycle, answering different questions.

INVOICES “What did we bill?”

FOCUS: An individual invoice or payment obligation.
USEFUL FOR: Understanding a specific billed amount and the payment activity against it.

Explore Invoices →

RECEIVABLES “What are we still waiting to collect?”

FOCUS: The outstanding payment position.
USEFUL FOR: Understanding paid, due, overdue and open amounts across customers.

You are here.

Every way you get paid

One Receivables View Across Different Ways You Get Paid.

The receivables picture shouldn't be limited to one payment model.

One-time & ad hoc payments

Invoice payments

Recurring payments

ONE RECEIVABLES VIEW Everything owed, in one position

PaidDueOverdueUpcomingOutstanding

Forward view

See What's Outstanding Today — and What's Expected Next.

Payment forecasting helps teams understand expected future collections from the payment information already available in Bonza.

TODAY

The current position

DueIllustrative
OverdueIllustrative

NEXT 30 DAYS

Expected next

Expected paymentsIllustrative
Recurring collectionsIllustrative

FUTURE

Further out

Upcoming payment activityIllustrative

Expected and scheduled activity is a forward view of what is currently known — not guaranteed collection, guaranteed cash flow or accounting-grade forecasting.

Explore Payment Forecasting →

Early visibility

An Upcoming Payment Can Become a Receivables Problem Before It's Due.

If a stored payment method is approaching expiry before a future collection, it is worth knowing before the payment date arrives.

CUSTOMER A

Next payment: Upcoming
Payment method: Valid
Status: Ready

Nothing here needs a second look.

CUSTOMER B

Next payment: Upcoming
Payment method: Expires soon
Status: Attention

The expiry date falls before the next expected collection, so it's worth a review now.

This is early visibility, not a prediction. An approaching expiry does not mean the payment will fail, Bonza does not replace card details, and no automatic customer outreach is involved.

Explore Payment Intelligence →

Payment intelligence

Move From Seeing the Numbers to Knowing Where to Look.

AI here is an intelligence layer over payment information — it reads what changed and prioritizes it. Every action stays with your team.

InsightPrioritizationHuman action

No autonomous collections, credit decisions, automatic financial actions or customer outreach.

AI PAYMENT INSIGHT 12 payment methods expire within the next 30 days. Illustrative quantity. Each one sits against a future expected collection. View customers

RECEIVABLES INSIGHT Several outstanding payments have moved into overdue status. Illustrative. They remain visible in the receivables position until resolved. Review receivables

The wider operation

Your Receivables. Part of the Entire Payment Operation.

Receivables answers “what are we waiting to collect?”. The Command Center answers “what is happening across our entire payment operation?”.

Bonza PaymentsCommand Center · Receivables view ILLUSTRATIVE VALUES

Total collectedIllustrative

OutstandingIllustrative

DueIllustrative

OverdueIllustrative

Upcoming collectionsIllustrative

Across the operation

Area	What it shows	Value
Recurring payments	Scheduled collections ahead	Illustrative
Credits	Balances available for future payments	Illustrative
Refunds	Processed against earlier payments	Illustrative
Expiring payment methods	Before an expected collection	Illustrative

Receivables in context

Due and overdue amountsRead next to everything else the operation is doing.

Collected activityWhat has already landed this period.

Attention itemsSurfaced for review by your team.

Metrics shown depend on what your implementation records.

Explore the Payment Command Center

Gateways

One Receivables Picture Across Your Payment Setup.

Configured gateways StripeRazorpayPayUOther configured gateway Bonza Payments Receivables visibility in Salesforce

Bonza supports a multi-gateway payment strategy while payment management stays connected to Salesforce. Gateways differ in what they support, and this does not claim consolidation of settlement or accounting data from every provider.

Use cases

Receivables Visibility for the Moments Finance Teams Actually Face.

Customer has multiple open payments

NEED: Understand the broader outstanding position.
WITH BONZA: View relevant payment activity in customer context.

Payment becomes due

NEED: Know that a payment now needs operational visibility.
WITH BONZA: Due status surfaces inside the payment operation.

Payment becomes overdue

NEED: Know which payment requires attention.
WITH BONZA: Overdue visibility, with follow-up left to your team.

Recurring payment is upcoming

NEED: Understand upcoming payment activity.
WITH BONZA: Recurring visibility connects to the broader picture.

Payment method approaches expiry

NEED: Early awareness before the collection date.
WITH BONZA: Expiry visibility where supported.

Customer has credit

NEED: Understand the credit alongside future payment activity.
WITH BONZA: Credit stays connected to the payment lifecycle.

Connected suite

Receivables Are Where the Payment Lifecycle Comes Together.

THIS PAGEReceivablesOutstanding position and attention

Invoices One-Time & Ad Hoc Payments Recurring Payments Payment Management Due & Overdue Payments Credits Refunds Multiple Payment Gateways Payment Forecasting Payment Intelligence Payment Command Center The full suite

Explore the Bonza Payments Suite

Outcomes

What Connected Receivables Visibility Gives Finance.

CLEARER OUTSTANDING VISIBILITYUnderstand what remains to be collected.

BETTER DUE / OVERDUE AWARENESSSee payment obligations that require attention.

LESS STATUS SEARCHINGLess manual checking across disconnected payment information.

CONNECTED CUSTOMER CONTEXTUnderstand receivables alongside Salesforce customer information.

MORE FORWARD VISIBILITYSee relevant upcoming activity next to today's position.

BETTER PRIORITIZATIONHelp teams understand where attention may be required.

ONE PAYMENT OPERATING VIEWConnect receivables with the broader Bonza payment lifecycle.

Why Bonza

Receivables Visibility Built Around Your Salesforce Customer.

Salesforce-native

Connect payment and receivables information with Salesforce customer context.

Complete payment lifecycle

Understand receivables alongside the processes that create and resolve them.

Paid / due / overdue visibility

Clearer operational payment states for finance and AR teams.

One-time + recurring context

Different payment scenarios land in the same broader picture.

Multi-gateway flexibility

A payment operation that can work with multiple configured gateways.

Payment intelligence

Forecasting, payment insights and payment-method expiry visibility where applicable.

FAQ

Accounts Receivable in Salesforce, Answered.

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.

Can I manage receivables in Salesforce?

Yes. Bonza Payments is Salesforce-native, so paid, due, overdue and outstanding payment information sits alongside the customer record rather than in a separate system. It provides payment visibility and management, not accounting or ledger functionality.

How does Bonza Payments provide receivables visibility?

By connecting customer payment activity, outstanding amounts and payment status in one view — so an individual payment obligation can be read as part of a customer's overall position.

Can Bonza show paid, due and overdue payments?

Yes. Those three states are the core of the page: paid means collected, due means expected, overdue means the expected date has passed and the amount is still outstanding.

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.

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 recurring payments be included in receivables visibility?

Yes. 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.

Does Bonza Payments support multiple payment gateways?

Yes. Multiple gateways can be configured, with a default or preferred gateway. Bonza is the Salesforce-native management layer rather than the gateway, and gateways differ in what they support.

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.

Can Bonza identify payment methods approaching expiry?

Where supported, yes — expiry information can be surfaced against upcoming payment activity so teams get early visibility. It does not mean a payment will fail, and Bonza does not update payment methods or contact customers automatically.

How do credits and refunds affect the wider customer payment lifecycle?

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 to future payment activity depends on your configuration.

How does the Payment Command Center relate to receivables?

Receivables answers what you are waiting to collect. The Command Center puts that alongside the rest of the payment operation — collected activity, upcoming collections, credits, refunds and attention items — in one operational view.

Stop Searching for What's Outstanding.

See how Bonza Payments gives finance teams a connected Salesforce view of what's paid, what's due, what's overdue and what needs attention.

See Receivables in Action Book a Bonza Payments Demo