Balances that stay in step
Payments settle the invoice. Refunds subtract, and the balance follows.
The four wings
A real Atrium screen. Meridian Institute is fictional, and every record is sample data.
AERARIUM
Understand the financial outcome.
Invoices, payments and balances on the same record as the relationship, so a collections call begins with the full picture.
A day with Aerarium.
Raise the invoice
Link it to the contact, account and opportunity. The number is assigned automatically.
Record the payment
Record each payment against its invoice. The status and balance stay in step.
Follow up with context
See overdue balances by age beside the relationship, then decide on the next step.
Each payment settles the balance.
A small example of how Aerarium behaves. It uses sample values and changes nothing.
Sample recordTry it
Invoice / INV-00001Issued
Amount₹1,20,000
Paid₹0
Balance₹1,20,000
Latest receiptNone yet
Built into the wing.
Overdue, by age
See what is past its due date and for how long, so the oldest balances get attention first.
Price plans
Define what is owed and how it falls due.
Invoices and receipts
Sequential numbers, with a printable receipt for every payment.
Collections context
Read the relationship and its history before you call.
Collections forecasts
Advanced Intelligence projects what is likely to be recovered.
Finance counts for a quarter of True Business Level.
- Collection rateHow much of what is due is collected?
- Overdue shareHow much is past its due date?
- Overdue 60+ daysHow much has been overdue for longest?
Through to the other wings.
Build your institution’s shared centre.
Tell us what your institution wants to achieve.