View Customer Balances

What this is for:
Customer balances show how much each customer owes you.
This helps you track outstanding invoices and follow up on unpaid amounts.

Open Customers

1. From the left-hand menu, click Customers.

If Customers is not visible:

1. Click Customize
2. Tick Customers
3. Click Update

View customer balances

1. In the Customers list, review the Balance column
2. Each balance shows the outstanding amount for that customer

View individual customer details

1. Click on a customer name
2. Review:
   • Total outstanding balance
   • List of invoices and payments linked to the customer

Sort and search customers

• Use the Search box to find a customer by name
• Click column headings to sort customers by balance or name

Notes

• A zero balance means the customer does not owe anything.
• Balances update automatically when receipts are recorded.
• Part-paid invoices will still appear until fully paid.