> ## Documentation Index
> Fetch the complete documentation index at: https://alguna.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance & Billing Ops

> Invoicing, AR, revenue recognition, and payment collection

Finance and Billing Operations teams need accurate invoicing, efficient collections, clean revenue recognition, and seamless accounting integration. This guide covers the workflows that matter most.

***

## What Finance & Billing Ops Care About

| Priority                | Why It Matters                    |
| ----------------------- | --------------------------------- |
| **Accurate invoicing**  | Reduce disputes and credit notes  |
| **Fast collections**    | Improve DSO and cash flow         |
| **Revenue recognition** | ASC 606 / IFRS 15 compliance      |
| **Accounting sync**     | Eliminate manual journal entries  |
| **Audit trail**         | Complete documentation for audits |

***

## Key Workflows

### 1. Invoice Management

Navigate to **Invoices**

| Task                  | How                                |
| --------------------- | ---------------------------------- |
| View all invoices     | Filter by status, date, customer   |
| Review draft invoices | Edit before sending                |
| Send invoices         | Email or download PDF              |
| Record payment        | Mark as paid when payment received |
| Issue credit note     | Adjust for billing errors          |

### 2. Payment Collection

Navigate to **Invoices** → filter by **Unpaid**

| Status             | Action                                  |
| ------------------ | --------------------------------------- |
| **Due soon**       | Review for accuracy before due date     |
| **Overdue**        | Check if dunning emails sent            |
| **Failed payment** | Review payment method, contact customer |
| **In dispute**     | Work with customer to resolve           |

### 3. Accounts Receivable Aging

Navigate to **Dashboard** → **Finance**

| Bucket     | Meaning          | Action             |
| ---------- | ---------------- | ------------------ |
| Current    | Not yet due      | Monitor            |
| 1-30 days  | Recently overdue | Send reminder      |
| 31-60 days | Needs attention  | Personal outreach  |
| 61-90 days | At risk          | Escalate           |
| 90+ days   | Collections      | Consider write-off |

***

## Dunning & Collections

Alguna automates payment recovery:

### Dunning Sequence

Configure at **Settings** → **Dunning**

| Day    | Action                             |
| ------ | ---------------------------------- |
| Day 0  | Invoice due, payment attempted     |
| Day 1  | Failed payment, retry + email      |
| Day 3  | Second retry + reminder email      |
| Day 7  | Third retry + urgent email         |
| Day 14 | Final notice, subscription at risk |

### Failed Payment Handling

| Scenario           | Alguna Action                  |
| ------------------ | ------------------------------ |
| Card declined      | Retry with exponential backoff |
| Card expired       | Email customer to update       |
| Insufficient funds | Retry in 3-5 days              |
| Multiple failures  | Flag for manual review         |

***

## Revenue Recognition

Navigate to **Revenue** → **Recognition**

### Recognition Methods

| Method                | When to Use                   |
| --------------------- | ----------------------------- |
| **Ratably over term** | Subscriptions (most common)   |
| **Point in time**     | One-time services, setup fees |
| **As delivered**      | Usage-based, consumption      |
| **Milestone-based**   | Implementation projects       |

### Monthly Close Process

1. Review **Deferred Revenue** balance
2. Verify **Recognized Revenue** matches expectations
3. Check for any **Unbilled Revenue** (usage not yet invoiced)
4. Export journal entries to accounting system
5. Reconcile with GL

***

## Accounting Integration

### QuickBooks Online

Navigate to **Integrations** → **QuickBooks**

Sync includes:

* Invoices → QuickBooks invoices
* Payments → QuickBooks payments
* Customers → QuickBooks customers
* Products → QuickBooks items

### Xero

Navigate to **Integrations** → **Xero**

Sync includes:

* Invoices with line items
* Payments and credits
* Contact records
* Account mapping

### NetSuite

Navigate to **Integrations** → **NetSuite**

Enterprise sync with:

* Multi-subsidiary support
* Custom field mapping
* Revenue recognition schedules
* Advanced approval workflows

***

## Key Reports

| Report                     | Location              | Use Case                   |
| -------------------------- | --------------------- | -------------------------- |
| **AR Aging**               | Dashboard → Finance   | Collections prioritization |
| **Revenue by month**       | Dashboard → Finance   | Monthly trends             |
| **Deferred revenue**       | Revenue → Recognition | Balance sheet liability    |
| **Invoice summary**        | Invoices → Export     | Period close               |
| **Payment reconciliation** | Payments → Export     | Bank reconciliation        |

***

## Month-End Checklist

<Steps>
  <Step title="Review unbilled usage">
    Ensure all usage is captured before generating invoices.
  </Step>

  <Step title="Generate and send invoices">
    Run invoice batch for all due subscriptions.
  </Step>

  <Step title="Review and approve invoices">
    Check for anomalies before sending.
  </Step>

  <Step title="Process payments">
    Collect auto-pay, record manual payments.
  </Step>

  <Step title="Run revenue recognition">
    Calculate recognized revenue for the period.
  </Step>

  <Step title="Sync to accounting">
    Export journal entries or auto-sync.
  </Step>

  <Step title="Reconcile">
    Match Alguna reports to GL accounts.
  </Step>
</Steps>

***

## Key Features

<CardGroup cols={2}>
  <Card title="Invoicing" icon="file-invoice" href="/invoices/invoicing-config">
    Configure invoice generation and delivery.
  </Card>

  <Card title="Revenue Recognition" icon="chart-bar" href="/revenue/recognition">
    ASC 606 compliant recognition.
  </Card>

  <Card title="Accounting Sync" icon="rotate" href="/integrations/accounting/quickbooks">
    Connect QuickBooks, Xero, or NetSuite.
  </Card>

  <Card title="Exports" icon="download" href="/exports/data-exports">
    Export data for reporting and audit.
  </Card>
</CardGroup>

***

## API Reference

<CardGroup cols={2}>
  <Card title="Invoices API" icon="file-invoice" href="/api-reference/invoices/list">
    List and retrieve invoices.
  </Card>

  <Card title="Invoice PDF" icon="file-pdf" href="/api-reference/invoices/generatePDFs">
    Generate invoice PDFs.
  </Card>

  <Card title="Credit Notes API" icon="receipt" href="/api-reference/credit-notes/create">
    Create credit notes for adjustments.
  </Card>

  <Card title="Webhooks" icon="webhook" href="/api-reference/webhooks">
    Track invoice and payment events.
  </Card>
</CardGroup>

***

## Related Quick Starts

<CardGroup cols={3}>
  <Card title="Sales & RevOps" icon="chart-line" href="/quickstarts/sales-revops">
    Quoting and deal management.
  </Card>

  <Card title="Fintech & Payments" icon="credit-card" href="/quickstarts/fintech">
    Transaction-based billing.
  </Card>

  <Card title="Developers" icon="code" href="/quickstarts/developers">
    API integration for custom workflows.
  </Card>
</CardGroup>

<Card title="← Back to Quick Starts" icon="arrow-left" href="/quickstarts/overview">
  See all quick start guides
</Card>