Accounts Receivable is best suited to organizations with a large roster of solution providers — it gives you a single monthly view of who has reported, who hasn't, and what's ready to be invoiced. When the feature is enabled, it also enforces the reporting process: invoices for solution providers cannot be generated until all deals for a period have been reported through AR.
Who can use this feature
Accounts Receivable is restricted to Admin and Finance roles. If you don't see Accounts Receivable under the Finance section of the sidebar, your user account does not have one of these roles. Ask an admin in your workspace to update your role from Settings > Membership.
The solution providers themselves do not use this page. They report their collected amounts from the Accounts Payable view on their own account — that workflow is documented in a separate help article.
Before you start
Before reporting periods will appear, three things need to be in place:
The deal must have been submitted to finance from a pipeline — typically when a referral opportunity is closed-won. Submission converts the referral into a finance deal under Finance > Deals, with one or more Deal Amount Periods that determine which AR periods it appears in.
The deal must have an active financial status. Cancelled deals don't appear in AR.
An Admin must enable Reconciliation Mode under Settings > Marketplace Settings. Without this turned on, the Accounts Receivable page will not be visible at all.
For invoicing, connecting QuickBooks and/or Stripe under Settings > Integrations is recommended but not required. If connected, Generate Invoices will push records downstream to those systems automatically.
If you open Accounts Receivable and see "No reporting periods found" for the current month, that almost always means none of your active deals have a Deal Amount Period that overlaps the selected month.
Page overview
Open Finance > Accounts Receivable in the left sidebar. The page header reads "Accounts Receivable — Review and reconcile solution provider reporting by period."
The top of the page has three controls and a summary strip:
Period — a dropdown of months (with previous/next arrows). The page defaults to the current month. When you navigate away, a Current Month button appears so you can jump back.
Status — filter by reporting status: All Statuses, Not Started, Soln Provider Reporting, Soln Provider Complete, or Reviewed by Finance.
Summary — on the top right: total Providers in the period, total Reported amount across all providers, and total Fees.
Below that, the Search by solution provider box filters the table to a specific provider.
The main table has one row per solution provider for the selected period, with the following columns:
Column | What it shows |
Solution Provider | Provider name (clickable — opens the period detail view) |
Reporting Status | The period's status badge (see status reference below) |
Invoice | Linked invoice once generated, or |
Reported Amount | Total amount the provider has reported collecting from referred seekers in this period |
Fees | Total fees calculated from the reported amount |
The reporting workflow
Each period moves through four statuses. Finance and Admin users move the period along; the solution provider participates by reporting and approving from their side.
Status | What it means | Who advances it |
Not Started | The period exists but no amounts have been reported yet | Finance or Admin opens the period |
Soln Provider Reporting | The provider is in the middle of reporting | Finance or Admin (manual) once the provider begins |
Soln Provider Complete | The provider has finished and approved their reporting on their end | Solution provider approves; Finance or Admin marks the period |
Reviewed by Finance | Finance has reconciled and approved the period; ready to invoice | Finance or Admin |
Status transitions are manual — set them from the dropdown at the top right of the period detail view. Only Admin and Finance roles can change the status.
How to review and approve a period
1. Open the period
Go to Accounts Receivable and select the month you want to review using the Period dropdown or arrows. Confirm the Status filter is set to "All Statuses" so you see every provider.
2. Open a provider's detail view
Click the provider name in the table. The detail page shows:
The header Provider name — Period (e.g., "Apple Tech — April 2026")
Two badges: the current status (e.g., "Reviewed by Finance") and the reporting cadence (e.g., "Monthly")
Three KPI cards: Reported (deals reported / total deals), Amount Collected, and Fees Owed
The status dropdown and a Generate Invoice button on the top right
A per-deal table for every deal active in the period
Each deal row shows: Finance Deal, Seeker, Solution Provider, Connector, Facilitators, Product, Status (Reported/Unreported), Amount Collected, Fee, and Notes.
3. Review or correct an individual deal
Click Edit on a deal row to edit:
Status — Reported or Unreported
Amount Collected — the amount the provider collected from this seeker during the period
Notes — optional context
Click Save on the row, or Cancel to discard. While editing one or more rows, the bulk Save All and Cancel All buttons appear above the table.
4. Bulk-mark deals as reported
If every deal should be marked Reported with the displayed amounts, click Mark All as Reported at the top right of the table. This is faster than opening each row individually.
5. Advance the period status
Once the provider has confirmed their reporting on their end, set the period to Soln Provider Complete using the status dropdown. After you've reconciled the numbers, set it to Reviewed by Finance.
6. Generate invoices
Once a period is set to Reviewed by Finance, the Generate Invoice button activates on the provider detail view, and the bulk Generate Invoices (N) button appears on the main Accounts Receivable page (where N is the count of providers ready to invoice).
Clicking Generate Invoices creates invoice records under Finance > Invoices and syncs them through your connected QuickBooks and Stripe integrations. The Invoice column in the AR table updates with a link to each generated invoice.
How Accounts Receivable fits with the rest of Finance
Page | What it does |
Pipelines | Track referrals from a connector to a solution provider. Closed-won deals get submitted to finance, which creates the underlying records that drive AR. |
Deals | The list of all finance deals. Each deal has Deal Amount Periods that determine which AR periods it appears in. |
Fee Plans | Define how fees are calculated for connectors and facilitators on each deal. |
Accounts Receivable | Reconcile what solution providers reported collecting in each period. |
Invoices | Invoices generated from reviewed AR periods, synced to QuickBooks and Stripe. |
Reports | High-level financial reports — Income Statement (P&L) and Accounts Payable (what your org owes connectors and facilitators by deal). |
FAQ
Why don't I see any providers for this month?
The most common reasons:
None of your active deals have a Deal Amount Period that overlaps the selected month. Open Finance > Deals, click an Active deal, and check the Deal Amount Periods section near the bottom.
All matching deals are in Cancelled status.
Your role doesn't include AR access — confirm you have Admin or Finance permissions.
Can the solution provider edit amounts directly?
Yes. The solution provider reports their collected amounts from the Accounts Payable view on their own account. Once they approve on their end, you'll typically move the period to Soln Provider Complete in your AR view.
Can I edit a deal after the period is "Reviewed by Finance"?
The per-deal Edit action remains available on the period detail view. If invoices have already been generated for the period, coordinate any related corrections through your QuickBooks or Stripe records as well.
What if a deal is Unreported but I still want to close out the period?
All deals in a period must be reported before the period can be closed out. If a provider genuinely collected nothing on a deal during the period, report it as $0 — the system will accept that as a valid reported entry. There is no way to generate invoices for a period that still has unreported deals.
What's the difference between Accounts Receivable and Accounts Payable?
Accounts Receivable is what your organization expects to receive — the amounts solution providers report collecting from referred seekers, which generate the fees they owe back to you.
Accounts Payable is what your organization owes outward — fees due to connectors and facilitators on each deal. The Accounts Payable report is available under Finance > Reports.
Note: When a solution provider logs into Introzy, they see the same reporting page labeled Accounts Payable on their side — not Accounts Receivable. The data is the same; the label reflects each party's perspective.
Does the Period dropdown go infinitely back?
The period dropdown spans several years in either direction so you can review historical reporting or get ahead on future periods. Use the Current Month button to jump back to today. If you need to access reporting history beyond what's currently visible, that requires engineering support to import the historical data — contact your Introzy account team.
Troubleshooting
"No reporting periods found"
The selected month has no providers with overlapping Deal Amount Periods. Try a different month, or check that your deals are submitted to finance and active.
Generate Invoice button is disabled
Check that the period status is Reviewed by Finance. If it is, confirm that QuickBooks and Stripe are connected under Settings > Integrations.
Reported amounts look wrong
Open the deal under Finance > Deals and verify the Deal Amount Periods, Total Contract Value, and any associated Fee Plan. The AR row reflects what's been entered for the period — not the full deal value.