Customer record
Customer-linked invoices, collections and balances.
Receivables and payables
Operate this workflow by text or voice. Jabr executes changes after your approval.
Receivables and payables in the conversation. Request collection or payment accounting.
Request customer statements, record an invoice collection or record a supplier payment. Jabr prepares treatment using party records and documents, and executes changes after approval. Then ask about remaining, overdue and aging balances.
Pro trial. No credit card required.
You request. Jabr does the work.Illustrative AI-operated workflow
“Show overdue customer invoices and remaining supplier payments.”
Collections
Open customer invoices and aged receivables.
Payments
Supplier bills and remaining balances.
Review
Trace balances to documents and recorded payments.
Follow-up depends on complete invoices and payments linked to the correct party.
A payment arrived. Which invoice does it settle?
Linking payments to invoices makes the remaining balance easier to follow. Check evidence and the party before recording collection or payment.
What Jabr helps you do
Supplier record
Purchase bills, payments and supplier balances.
Aging
Review outstanding balances by aging bucket.
Follow-up reports
Use balances and documents when following up with a party.
From your request to execution
Request the work
Type or speak in your own words and provide the information or evidence for the activity.
Jabr prepares. You review
Jabr uses your records to prepare steps, accounts and amounts and identifies information to complete or review.
Approve changes and follow the result
After approval, Jabr executes changes. Ask about their effects on documents, balances and reports, or request the next step.
Getting started and following up
Set up parties
Review customer and supplier details and opening balances.
Link invoices and payments
Record documents and payments against the correct party.
Follow outstanding balances
Review reports before collection or payment planning.
Choose the plan for your work
The core capability starts on Starter. AI and voice start on Pro; advanced features depend on plan.
Before you start
Are partial payments visible?
Yes. Track paid and remaining amounts from recorded payments.
Does collection change sales value?
Collection settles the invoice receivable. A sales or VAT correction requires its appropriate document and treatment.
What is Jabr’s approach to this work?
Request work in your own words. Jabr reads the records, operates the appropriate tools and prepares connected steps, then executes changes after your approval. Ask about the result or request the next step in the same conversation. Application screens are also available if you prefer them.
Keep the next task in the same books
Jabr prepares and executes. You review and approve.
Request your first task. Jabr prepares and executes after approval.
Pro trial. No credit card required.