--- title: "SalexHub for finance: get paid, part payments, overdue" description: "Record one payment across several invoices, see part payments and what is still open, and check each Monday what is past due. Nothing goes out without your yes." url: "https://salexhub.com/solutions/finance" --- # Get paid without chasing. Record a payment once and split it across every invoice it covers. See part payments and what is still open, and let a Mini check every Monday what is past due. The Agent prepares the work; you decide what is recorded and what goes out. Fabrikam pays two invoices in one bank transfer. The Agent splits the payment across both, and a person records it. ## What your finance team hands to the Agent From the accepted quote to the money in, and the paper your accountant asks for. - **Invoice an accepted quote, in full or in parts**: The invoice takes the quote's lines and total on the same letterhead and names its quote. Invoicing in parts, the quote counts what is left. You get: A numbered invoice, dated and locked once issued. You decide: Waits for your yes, unless you chose Full autonomy. An approval rule can add a named approver. [Read the page](https://salexhub.com/product/quotes-and-invoices) - **Match one payment to its invoices**: Say "Fabrikam's transfer landed", and the Agent splits the payment across the invoices it pays. You get: One payment, and each invoice marked Paid or Partially paid, with what is still open. You decide: Waits for your yes, unless you chose Full autonomy. [Read the page](https://salexhub.com/product/quotes-and-invoices) - **Chase late payments, one reminder per invoice**: Ask who is late paying, and the Agent writes one email per overdue invoice to that customer's contact, with the invoice, the amount and how late it is. You get: The reminders, editable on their cards or saved as drafts. You decide: Sending asks first, unless you let the Agent send. Needs: A connected mailbox. [Read the page](https://salexhub.com/product/agent) - **Correct an issued invoice with a credit note**: Choose the lines to credit and give a reason. The invoice itself is never edited. You get: A credit note at the invoice's own rates, a Tax Credit Note in the UAE. You decide: A person does it. [Read the page](https://salexhub.com/product/quotes-and-invoices) - **Issue a UAE tax invoice in English and Arabic**: An invoice in any currency, with the rate on each line and the tax and total in AED. You get: A Tax Invoice with an Arabic second side. You decide: Waits for your yes, unless you chose Full autonomy. Needs: A UAE legal entity with its tax registration number. [Read the page](https://salexhub.com/product/quotes-and-invoices) - **Export the quarter for your accountant**: Ask in the chat for this quarter's issued invoices as a spreadsheet. You get: An XLSX or CSV file of the rows you may read. You decide: Always waits for a person. [Read the page](https://salexhub.com/product/chat) - **Pay suppliers only for what arrived**: A supplier's bill is posted against the goods receipt: billing past what was received is refused, and so is a repeated bill number. You get: A posted supplier bill, and what is still owed on it. You decide: A person does it. [Read the page](https://salexhub.com/product/purchasing-and-stock) ## What your team works in - **Quotes & invoices**: Quotes, invoices and payments [Quotes & invoices](https://salexhub.com/product/quotes-and-invoices) - **Purchasing & stock**: Orders, receipts, stock on hand [Purchasing & stock](https://salexhub.com/product/purchasing-and-stock) - **Reports & dashboards**: Ask a question, keep the chart [Reports & dashboards](https://salexhub.com/product/reports) ## What changes this month Less time matching money to invoices, and nobody keeping a list of who is late. - **Overdue shows on its own**: An issued invoice reads Overdue the day after its due date, on the invoice and on the customer's page, with what is owed. - **One transfer, several invoices**: Record a payment once and split it across the invoices it covers, in full or in part. Each one reads Paid or Partially paid, with what is still open. - **A Mini checks every Monday**: A small agent with one job lists what is past due each Monday morning and proposes a call for what needs one. - **Notes to customers, written for you**: Ask the Agent, and it writes to a customer about what arrived and what is still open. It goes from your own mailbox, and only when you approve it. ## A week of getting paid Contoso, an invented company, starts the week with one invoice past due. Follow it to the money in. - **Monday, on schedule**: The week starts with what is late. A Mini, a small agent with one job, wakes every Monday at 08:00 and reads the invoices that are issued and unpaid. One is past its due date. It says how late it is, what happened last on the account, and proposes a call. Done: the invoice that is past due, with what is owed and how late, and a proposed call. Waiting for a person: approve the call, and it becomes a task with a due date. - **Wednesday, money arrives**: Part of an invoice, paid. After the call, the customer pays part of what it owes. Tell the Agent what arrived, and it drafts the payment against the invoice. Once it is recorded, the invoice reads Partially paid, with what is still open. Done: an invoice that shows what was paid and what is still open. Waiting for a person: record the payment. - **Friday, you ask**: The week, in one answer. Ask what came in this week and what is still open. The Agent answers from the payments and the invoices, and drafts a note to the customer that still owes, confirming what arrived and what remains. Done: what came in and what is still open, and a note to the customer, drafted. Waiting for a person: send the note, or change it first. ## You decide what is recorded and what goes out The Agent drafts payments and notes; a person records and sends them. - **Nothing happens without you**: Every payment and every email waits for your yes. Only the owner, or someone the owner allows, can let the Agent do more, and even then it can do nothing the person it works for could not. - **From your own address**: Notes to customers go out from the mailbox you connect, and each one is kept on the customer's record, so everyone sees what was said and when. - **A Mini only proposes**: A Mini reads and reports. A task or a change it wants comes to you as a card, and it never writes to a customer. ## The call, the promise and the payment, on one record Calls, notes and emails stay on the customer's record beside their invoices and what is still open, so whoever picks up the phone next knows the whole story. ## What if a customer's promise to pay came back to you on the day? On a call, Northwind promises to pay an overdue invoice by 20 November. Omar notes it on the invoice and asks to be reminded. The Agent proposes a task due that day, and he approves it; on the morning it is due, it is waiting for him. ## Questions owners ask - **Will anything be recorded or sent without me?**: No. The Agent prepares payments and emails and asks first. Only the owner, or someone the owner allows, can let it do more. - **Can a payment cover only part of an invoice?**: Yes. Record what arrived: the invoice reads Partially paid, shows what is still open, and stays past due until the rest comes in. - **How does a transfer reach the right invoices?**: Tell the Agent what arrived, or record it yourself, and the payment is split across the invoices it covers, never more than each one still owes. - **Do I need to connect my mailbox?**: To send from SalexHub, yes: notes go from your own address. Without a mailbox the Agent can still tell you who owes what and write the note for you to send yourself. - **Can customers pay online from the invoice?**: Not today. Your customer pays the way they pay you now, and you record the payment when it arrives. - **Does it work with invoices in other currencies?**: Yes. Each invoice keeps its own currency, and a payment in another currency records what it settles in the invoice's own currency. ## Go deeper - **Quotes & invoices**: Quotes, invoices, payments and credit notes, on your own letterhead. [Read the page](https://salexhub.com/product/quotes-and-invoices) - **Minis**: Small agents with one standing job, such as the Monday check on this page. [Read the page](https://salexhub.com/product/minis) - **Product tour**: One order from the first request to the money in, in six steps. [Read the page](https://salexhub.com/tour) ## Stop chasing. Start deciding Start free, bring your customers in from a spreadsheet, and issue your first invoice today. [Start free](https://app.salexhub.com/register) · [Take the tour](https://salexhub.com/tour). Free for one person, with no end date · Five chat messages without an account · Pro and Business start with a 14-day trial --- The same page for people: https://salexhub.com/solutions/finance. Index of this site for agents: https://salexhub.com/llms.txt