Open a customer's account to see every amount owed and paid, in date order. Sales paid at the counter and what you bought from them are listed as well, and you can send the account for any period you choose.
7 things it does
Amounts a customer owed and paid, in date order, with the balance after each
Basic and Professional
Can I see every amount a customer has owed and paid, in date order? Each customer's ledger lists every amount owed and paid in date order, with a running balance after each entry. Entries cannot be edited; a correction is added as a new entry.
Without it
A customer disputes a bill from last month. You search through old slips and still cannot show what was paid, or what was left after each visit.
With it
Each amount owed and paid is listed in date order. After each line you see the balance that remains, so the story is clear without searching.
After each line, the running balance shows what is left to pay. An entry cannot be edited. If something was wrong, you add a correction as a new line, so the earlier lines stay as they were.
Every amount owed and paid, in order, so the balance is easy to check.
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See one customer's account line by line, and each payment they made
Basic and Professional
Can I see one customer's account line by line, and the payments they made? Customer statement lists one customer's account line by line, with a running balance. Payments received lists payments newest first, with who took each payment.
Without it
A customer asks why their balance changed. Going through each sale and receipt one at a time takes too long, and it is easy to lose track.
With it
The statement lists each line of the account with a running balance. Payments received lists each payment, newest first, with who took it.
Choose a customer in Reports, Customers, and their statement opens in Customers, Statements. Each line of the account appears in plain words, with a running balance. The totals show what the period added, what it took off, and where the account closes. Only people allowed to see customer balances can open these.
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Show a customer their full account for a chosen period, on the screen
Basic and Professional
Can I see a customer's full account for a chosen period to settle a dispute? The customer's account page shows a statement for any date range, with the opening balance, each movement and the closing balance, and says who owes whom. The statement is shown on screen.
Without it
A customer says they paid, or says the balance is wrong. You must dig through old records to find the dates while they wait and argue.
With it
Choose a period, and the account shows the opening balance, each movement and the closing balance. It states who owes whom, so you can answer from the screen.
It says who owes whom in plain words. The statement is shown on the screen, so you can show it to the customer.
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Send a customer their account on WhatsApp, or save it as a PDF
Basic and Professional
How do I send a customer their statement? Share on WhatsApp opens the customer's chat with the statement PDF ready to paste. Save as PDF asks where to save the file.
Without it
A customer asks what they have bought and what they still owe. Working it out from memory is slow, and they may doubt the figure you give.
With it
Pick the customer and the period, and their statement is ready. Send it on WhatsApp, or save it as a PDF.
Open Customers and choose Statements. Pick a customer and one period, and the account appears on the same page. It shows the balance at the start, every line, and the balance at the end.
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A customer statement lists what they bought and paid for at the counter
Basic and Professional
Does a customer's statement show what they bought and paid for at the counter? The statement lists each sale settled at the counter, and the money handed back on a return, as grey lines that change no balance. The opening, running and closing balances are exactly what the customer's account gives.
Without it
A customer buys at the counter and pays on the spot, then asks for a statement. Those visits are missing from the paper, so you cannot show what they bought.
With it
Each sale settled at the counter, and the money handed back on a return, is listed on the statement. The balances still match the customer's account.
These lines are shown in grey, and they do not change the balance. The statement does not list the items in each sale.
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A customer statement also shows what you bought from that customer
Basic and Professional
Does a customer's statement show a phone or device I bought from them? The statement lists what the shop bought from a customer, such as a bought-back device or a trade-in, as grey lines that change no balance. Those purchases sit on a supplier account, which is never netted.
Without it
A customer sells you a used phone, then asks for their statement. The statement shows only their account, so the phone is missing from the record of what they gave you.
With it
What you bought from them is listed as grey lines. They change no balance, and they are kept apart from what the customer owes you.
When you buy something from a customer, such as a used device or a trade-in, the statement lists it. It appears as a grey line in the period it happened, and it does not change any balance. What you bought is kept apart from what the customer owes you, and the two amounts are never set against each other.
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A voided or replaced sale stays on the statement, and the statement says so
Basic and Professional
Does a customer's statement still show a sale I have voided or replaced? A voided or replaced document stays on the customer's statement, and the statement says so.
Without it
A customer asks about a sale you voided last week. Without a trace on the statement, it is hard to show what happened to that sale.
With it
The voided or replaced sale is still listed, and the statement says it was voided or replaced. The balances do not change because of it.
A customer's statement shows the sales in the period, including one that was later voided or replaced. The line stays in its place by time and says that it was voided or replaced. The opening, running and closing balances are exactly what the customer's account shows, so the marked line changes none of them. The statement can be seen on screen, saved as a PDF, or sent on WhatsApp.