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In managing accounts receivable with CRM, the process begins by marking invoices as paid in the system. Users can create views to display unpaid invoices and generate reports that summarize their statuses. Charts can also be utilized to visualize various aspects of accounts receivable invoices. Direct emailing from the CRM using custom queries and creating word templates for collection letters are additional features. Within the sales hub, users can filter views to show invoices that are unpaid and drill down to mark specific invoices as paid. Once marked as paid, the invoice will be removed from the unpaid list, streamlining collection management.
