SelfRun CashFlow AI · Money in

Receivables

Everything customers owe you

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SelfRun CashFlow AI — real screen of the product on a laptop

7 simple stepsWith the real screen

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SelfRun CashFlow AI — Receivables: the real screen — The real screen used in this guide.

In simple words

Receivables is part of SelfRun CashFlow AI. Everything customers owe you. This guide takes you through it in 7 short steps.

Where it fits in your work — Invoice. Create an invoice, send it with a payment link and track it until it is paid.

Before you start

FAQs

Common questions.

About Receivables and SelfRun CashFlow AI.

I cannot see Receivables in the menu.

Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to SelfRun CashFlow AI.

Can I do this on my phone?

Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.

Does this cost extra?

No. Receivables comes with the SelfRun CashFlow AI product, and every product is included in every plan.

What is SelfRun AI?

SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.

Do I need to use every module?

No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.

Is there a free plan?

Yes. The Free plan is free forever and includes every product and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.

All FAQs

You need to be signed in to your company's workspace. SelfRun CashFlow AI appears in the Workspace dashboard and in the left menu when your role includes it.
What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
Receivables belongs to Money in in SelfRun CashFlow AI. Everything customers owe you.

Step by step

1
Step 1
Open SelfRun CashFlow AI
Sign in and open the SelfRun CashFlow AI product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
2
Step 2
Open “Receivables”
In the left menu, click “Receivables”. The “Collect Money” screen opens.
3
Step 3
Find what you need
Type in the search box (“Search this list…”) to find a record quickly.
4
Step 4
Narrow the list
Use these filters to see only what you want:
- Search
- Payer / Customer / Student Name *
- Amount to Collect (₹) *
- Purpose / Title
- Target Portal / Channel
5
Step 5
Read the list
Each row shows:
- Payer / Customer
- Purpose
- Portal
- Amount
- Status
- Action CTA
- Invoice No
- Source Product
- Payment Link
- Action
6
Step 6
Add a new one
Click “Generate & Send Payment Link Now” to add one. A form opens for the details.
7
Step 7
Done
Everything customers owe you.

Tips

Fields marked with * are required — Payer / Customer / Student Name, Amount to Collect (₹). The form cannot be saved until they are filled in.
Click a row to open that record and see all of its details.
If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SelfRun CashFlow AI → Open “Receivables” → Find what you need → Narrow the list → Read the list → Add a new one → Done

What it connects to

SelfRun DealFlow AI
Won clients become customers you can invoice.
SelfRun SprintOS
Milestones raise invoices; project costs feed profitability.
SelfRun TalentOS
Payroll runs and salary payments arrive from HR.
SelfRun SpendIQ
Matched vendor invoices become payables.
SelfRun Cohort AI
Student fees and receipts.

What you will see on this screen

These are the parts of the Collect Money screen, exactly as they appear in the product.

Form fields

Search this list…
Search
Payer / Customer / Student Name *
Amount to Collect (₹) *
Purpose / Title
Target Portal / Channel

Columns in the list

Payer / Customer
Purpose
Portal
Amount
Status
Action CTA
Invoice No
Source Product
Payment Link
Action

Buttons

Generate & Send Payment Link Now

Sections

Search & Filters
1-Click Collect Money Request
Active Collection Links (0)
Pending Money to Collect (0)

Why use SelfRun CashFlow AI

SelfRun CashFlow AI replaces accounting & invoicing software and runs independently with its own sign-in and database.

Books that close faster, from live transactions
Customers pay online straight from the invoice
Salary, vendor and project money posts itself — no re-entry
Reports your accountant can use as they are

Who uses SelfRun CashFlow AI

Finance managers
Approve payouts, watch cash flow and close periods.
Accountants
Post, reconcile and report from the ledger.
Collections & receivables
Send invoices and payment links and chase what is overdue.
Auditors
Read-only access to reports and the audit trail.

More in Money in

Invoices

Create, send and track invoices

Credit notes

Adjust invoices cleanly

Receipts

Record and issue receipts

Payment links

Get paid online from any invoice

Refunds

Handle refunds with a trail

Customers

Customer records with history

Previous guideSelfRun Cohort AI Next guideInvoices

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