What’s Next for Receivables in Web View

What’s Next for Receivables in Web View

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With the read-only Preview for Receivables now complete, we're now releasing related features in web view. These will release in waves as small, usable increments. We'll deliver the following features in Q2 2024:
  • View invoice, charge, and client records.
  • Manage client info including payers, clients, contacts, statements, and EFT accounts.
  • Manage billing items, credits, and payments (applications will be supported in a future release).
  • Manage configuration settings including general, aging info, and payment terms.
  • Generate statements from existing parameters.
  • To facilitate extensibility, provide Get and List preview endpoints for recently released receivables records.