How-to guides
Task-focused instructions for the everyday things AR teams do in Drypowder.
How-to guides assume you already know your way around the portal. Each guide answers a specific question — review and prioritize, invite a customer, post a settlement — without re-explaining the platform from scratch.
If you are new to Drypowder, work through the Tutorials first. They build the foundation that these guides skip.
Review and prioritize accounts
Use Collection Priority and filters to build a focused daily workflow.
Invite a customer
Send an invitation so a customer can register for the Payments portal.
Review a customer account
Drill into invoices, adjustments, and payment history for a single customer.
Track incoming payments
Watch payments come in, freeze or terminate exceptions, and export the list.
Reconcile settlements
Post settlement batches to the Spruce GL and mark them resolved.
Export AR data
Download CSVs of customers, invoices, payments, and settlement summaries.
Upload receivables data
Import AR data via CSV for file-based integrations.
Filter and sort the Customers Dashboard
Combine filters, sorting, and search to find the accounts you need.