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Overview

Accounts receivable refers to the money owed to a company by its clients for products or services that have been delivered but have yet to be paid for by the clients. Some of the document types used in accounts receivable are:
  • Invoice - a request for payment that lists the products or services the company delivered and the amount due.
  • Quote - a formal offer that details how much the products or services will cost before the client commits to a purchase.
  • Credit note - reduces the amount due on an invoice.
  • Delivery note - a document that accompanies a shipment of goods. It lists the products and quantity of the goods included in the delivery.
With Tesouro API, partners can automate the accounts receivable processes for SMEs to enable them:
  • Generate branded invoices, quotes, credit notes, and delivery notes.
  • Generate a downloadable PDF or send the documents via email.
  • Automatically send payment reminders to the SME’s customers.
  • Track the status of documents - issued, paid, or expired.

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Invoicing

Create and manage invoices for payments with Tesouro.

Invoice lifecycle

Learn about the statuses that an outgoing invoice goes through inside Tesouro.

Create and send invoices

Learn how to create an invoice to collect payment.

Recurring invoices

Learn how to create and manage recurring invoices in Tesouro.

Payment terms

Learn how to set the amount of time to pay an invoice and to include discounts for early payments.

Payment reminders

Learn how to automatically send payment reminders to customers before the invoice due dates and early discount dates.

Overdue reminders

Learn how to send automated reminders about overdue invoices to customers.

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Quotes

Create, send, and manage quotes sent to customers with Tesouro.

Quote lifecycle

Learn about the statuses that a quote goes through inside Tesouro.

Create and send quotes

Learn how to create a quote and send a formal offer.

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Other document types

Credit notes

Use credit notes to legally amend or cancel invoices.

Delivery notes

Create delivery notes to accompany invoices and document the shipment or delivery of goods to customers.

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Miscellaneous

Other relevant resources for integrating accounts receivable with Tesouro.

Products

Learn how to manage the goods, materials, and services that can be listed in invoices.

Discounts

Learn how to apply discounts to line items and the total sale.

Special deductions

Learn how to handle special discounts, incentives, and rebates.

Document history

Review the history of changes made to a specific document.