Customer accounts
Review customer balances and receivables
Follow outstanding invoices and payment history.
On this page
Step by step
- Open a customer profile to review their documents and balance.
- Open Finance → Receivables to review outstanding amounts across customers.
- Open the relevant invoice to inspect its total, payments and due date.
- Record a payment only when it has actually been received, then recheck the balance.
Good to know
Customer balances come from recorded documents and payments. Editing a customer’s name does not change what they owe.
Available actions depend on your role, enabled modules and plan.
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