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How to Create Receivables

How to Create Receivables

Follow these steps to create and manage receivables in Ally.

Updated over 3 months ago


STEP 1 - Access

Go to Finance > Receivables.


STEP 2 - Add a New Receivable

  1. In the upper-right corner, click "New Receivable".

  2. Fill in the required information in the menu that appears, such as:

    • Reference: Indicate to whom the receivable refers.

    • Description: Add details about the payment.

    • Payment Method: Choose the method for the receivable.


STEP 3 - Save

  1. After entering the information, click "Save".

  2. The receivable will now appear in the Receivables list, ready for management.

Management Options:

  • Track and manage the payment status of the receivable.

  • Edit details if adjustments are needed.


If you still have questions, please contact support or reach out via WhatsApp.STEP 1 - Access

Go to Finance > Receivables.


STEP 2 - Add a New Receivable

  1. In the upper-right corner, click "New Receivable".

  2. Fill in the required information in the menu that appears, such as:

    • Reference: Indicate to whom the receivable refers.

    • Description: Add details about the payment.

    • Payment Method: Choose the method for the receivable.


STEP 3 - Save

  1. After entering the information, click "Save".

  2. The receivable will now appear in the Receivables list, ready for management.

Management Options:

  • Track and manage the payment status of the receivable.

  • Edit details if adjustments are needed.


If you still have questions, please contact support or reach out via WhatsApp.

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