Summary

Changes in Accounts Receivable (AR) directly impact a company’s cash flow by reflecting the timing difference between earning Revenue and collecting cash from customers. AR is a component of Net Working Capital (NWC).

Impact of Changes:

  • Increase in AR:
    • Meaning: The company sold goods/services (recognized revenue) but collected less cash than the revenue recognized during the period. Customers owe the company more money.
    • Cash Flow Effect: Represents a use of cash. The company’s cash balance is lower than it would be if collections matched revenue.
    • Cash Flow Statement Treatment: An increase in AR is subtracted from Net Income in the Cash from Operations (CFO) section.
  • Decrease in AR:
    • Meaning: The company collected more cash than the revenue recognized during the period (likely collecting cash from previous periods’ sales).
    • Cash Flow Effect: Represents a source of cash.
    • Cash Flow Statement Treatment: A decrease in AR is added back to Net Income in the Cash from Operations (CFO) section.

See also: Accounts Receivable, Net Working Capital (NWC), Cash Flow Statement, Revenue