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Accounts Receivable in Veetz: A Complete Overview

Every clinic has money coming in — and it rarely all arrives on the day of the service. A consultation billed on account, a surgery paid in installments, a monthly wellness plan, a corporate contract for a kennel or shelter: each of these is money your clinic has the right to receive, on a date, from someone. When this lives in a spreadsheet or in someone's memory, payments slip through the cracks. The Accounts receivable area of Veetz brings it all together, so your clinic always knows what it is owed, by whom, and when.

This guide is your map of the module. Each task has its own detailed tutorial, linked below.

Who uses this module?

Accounts receivable is designed for clinic managers, owners, and the staff responsible for finances. If you don't see Accounts receivable in your sidebar, ask the administrator of your workspace.

Finding Accounts Receivable​

Open the left-hand sidebar and click Accounts receivable. The module opens on its main screen, where every receivable is listed, filtered, and followed.

Works with an unstable connection

Accounts receivable keeps your recent data available even when the connection drops. You can browse the list, open a receivable, and record financial actions like a receipt or a collection step; Veetz saves them on your device and sends them automatically once you are back online. Only private documents (attachments) need an active connection to upload, download, or remove.

What You Can Do Here​

Single, Installment, and Recurring: The Key Idea​

When you create a receivable, Veetz asks for a Receivable type. Choosing the right one is what keeps your financial control clean:

  • Single receivable — one amount, one due date. The simplest case.
  • Installment plan — one amount divided into several installments, each with its own due date and value. Ideal for a service paid over time.
  • Recurring rule — an amount that repeats on a schedule, like a monthly wellness plan or an ongoing contract. Veetz keeps generating the next receivables for you.

Each type is covered step by step in its own tutorial.

Accounts Receivable and the Cash Register: A Clear Boundary​

It is worth understanding how this module relates to Payments and Cash:

  • Accounts receivable answers what is owed — it owns the title, the due dates, and the outstanding balance.
  • Payments and Cash records the actual money movement — the moment cash, a card, or a Pix is received at the counter.

A receipt can be entered here, in Accounts receivable, or it can arrive automatically when a matching payment is registered in Payments and Cash. Either way, the balance and status stay owned by the receivable — the money is never counted twice.

Organizations: One Financial View per Company​

If you manage more than one company or unit, every receivable belongs to an Organization. You select the organization at the top of the screen, and the list shows only the receivables of that company — so each unit keeps its own clean financial picture. Learn more in Organizations.

Where to Start​

If you are new to the module, follow the tutorials in the order of a typical routine:

  1. Exploring Accounts Receivable — the main screen: filters, shortcuts, indicators, and the list.
  2. Creating a Single Receivable — register your first amount to receive.
  3. Creating an Installment Plan — split an amount into installments.
  4. Creating a Recurring Receivable — automate plans, contracts, and memberships.
  5. Recording a Receipt — register full and partial receipts.
  6. Following the Collection Process — stay on top of overdue accounts.
  7. Attaching Financial Documents — keep contracts and receipts together.
  8. Accounts Receivable FAQ and Best Practices — quick answers and habits that keep your cash-in predictable.

If you encounter any difficulties during this process, do not hesitate to contact our support.