Accounts Receivable

Sometimes you generate revenue — by invoicing a customer, for example — but the customer does not pay right away. Payment may come later, even in installments. Accounts receivable tracking in Bkper lets you see exactly how much each customer owes you at any time.

Setting up customer accounts

Create an intermediate asset type account (blue in Bkper) for each customer. Revenue you earn from that customer is recorded from the income account to this receivable account, which increases the amount the customer owes you.

Recording revenue

When you invoice a customer, record the revenue from the appropriate income account to the customer’s receivable account.

Date	Amount	From Account		To Account	Description
01/01/2024	1,000.00	Sales Revenue	>>	Customer A	Invoice #2001
15/01/2024	2,000.00	Sales Revenue	>>	Customer A	Invoice #2002

This generates a total receivable balance of 3,000.00 — the amount the customer owes you. Attaching the invoice to each transaction is good practice for your records.

Recording payments received

When the customer pays you, record a transaction from the customer’s receivable account to your asset account (bank or cash).

Date	Amount	From Account		To Account	Description
01/02/2024	3,000.00	Customer A	>>	Bank Account	Payment invoices #2001 #2002

This clears the receivable balance for that customer — they no longer owe you.

Practical tips

• One account per customer — Create as many customer accounts as you need. Each one independently tracks how much that customer owes.
• Partial payments — Record partial payments and reference the invoice numbers to track exactly which invoices have been settled.
• At a glance — The balance on each customer account always shows the current amount owed, giving you a real-time view of your total receivables.