Customer balance sheet

Save time, reduce admin

Customer Balance Sheet

See the lifetime value of each customer on the customer’s balance sheet.

The customer’s balance sheet can be viewed by tapping the balance sheet icon on the customer page.

The balance sheet lists all the customers invoices and all the customers payments. The total at the bottom tells you whether the customer owes you money or is in credit.

The invoices are colour coded. Green = invoice paid. Red = payment outstanding.

Tap any row to open the invoice or edit the payment.

You can add credits to a customer account by tapping the ADD button. Just enter the details and tap SAVE. (Enter a negative amount to add a correction to a customers account).