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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Receivables Hub at /fa/receivables is the Accounts Receivable hub, a tabbed interface that consolidates customers, invoices, customer payments, credit memos, and payment plans.

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Overview

The route /fa/receivables loads ReceivablesHubPage. It uses URL-synced tab state (?tab=) with five tabs: customers, invoices, payments, credit-memos, and payment-plans. Each tab lazily loads its corresponding page component. The hub is rendered in a grid of 5 equal tab triggers. Legacy routes (/fa/customers, /fa/invoices, /fa/customer-payments, /fa/credit-memos, /fa/payment-plans) all redirect here with the appropriate tab.

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Who it’s for

No explicit permission gate on this route.

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Before you start

No setup required. Navigate directly to the hub and select the relevant tab.

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Steps

  1. Navigate to Finance & Revenue → Accounts Receivable, or go to /fa/receivables.
  2. Select the appropriate tab:
    • Customers — View and manage customer records.
    • Invoices — View and create invoices.
    • Payments — View and create customer payments.
    • Credit Memos — View and create credit memos.
    • Payment Plans — View and manage payment plans.
  3. Use action buttons within each tab to create or manage records.

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Key concepts

URL-synced tabs — Active tab is persisted in the URL as ?tab=<value>. Legacy redirects — Routes such as /fa/customers and /fa/invoices redirect here with the appropriate tab pre-selected.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ReceivablesHubPage.tsx
  • src/cores/fa/pages/CustomersPage.tsx
  • src/cores/fa/pages/InvoicesPage.tsx