Customer balances, payment tracking, and AR aging. All inside your retail system.

Knowing who owes you shouldn't take a month-end report. CBMS tracks customer balances, applies payments to the right invoice, and keeps AR aging live, all in the same system as your orders and invoices.

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The problem

You invoiced the customer weeks ago. Whether they've paid lives in someone's spreadsheet.

Payments come in and get matched to invoices by hand. Aging only shows up at month-end. By the time you spot a balance going past due, the customer is already placing another order.

The payoff

Every payment lands on the right invoice, on its own.

Invoices flow from the order straight into AR. A payment posts against the open invoice, the customer balance updates, and the general ledger reflects it without a second entry. Aging is live, not a month-end report.

Balances current throughout the dayAR aging reflects every payment as it's applied, so you act on aging accounts without waiting for period close.
Credit decisions backed by the full accountPayment history, current balance, credit limit, and aging all sit on the same customer record.
Holds and credits from inside the customer recordManage AR holds, credits, and partial payments where the rest of the customer relationship lives.

Customer balances and AR open in HomeSource CBMS

Common Questions

What retailers ask about AR in HomeSource CBMS.

Straight answers to the questions that come up most.

When an order is invoiced in HomeSource CBMS, the balance flows directly into AR. The customer account shows the open amount and the invoice date without a separate entry in a separate accounting system.

Yes. When a partial payment is received, it is applied against the open invoice and the remaining balance updates immediately. The invoice stays open at the partial amount until the full balance is collected.

The AR aging report in HomeSource CBMS categorizes customer balances by days outstanding. It reflects the current state of all open balances throughout the day, not just at month end, so your team can act on aging accounts without waiting for a period-close report.

Yes. Your team sets credit limits on AR customer accounts and receives alerts when a customer approaches their threshold. Credit terms are stored on the account and apply when new orders are created.

See how AR works inside HomeSource CBMS.

We'll walk through how your team currently tracks customer balances and show exactly how AR in HomeSource CBMS connects that process to your invoices and financials.

Schedule a Demo