The customers page shows the balance of every customer in one list. Each balance is written in plain words, so you read the answer without working out a sign.
4 things it does
See who owes you and who you owe, on one page
In every edition
How do I see every customer's balance in one place? The Customers page has a list with search, All, Owe you and You owe filters with counts, and two tiles. Open a customer to see their account on the same page.
Without it
You want to know who owes you this week. If you must open each customer one by one, the people you owe get forgotten.
With it
One list shows your customers, with search and filters for Owe you and You owe. Each filter shows how many customers it holds, and the list is sorted by balance.
The Customers page lists the people you deal with and what each one owes. You can search the list, or use the Owe you and You owe filters, each with a count. Two tiles show the amount owed to you and the amount you owe.
Filter the customers by who owes whom, with the counts shown.
Other ways people ask this
see all customers who owe me money in pos
list of customers who owe my shop money
customer balance list with search and filters
which customers have not paid me yet
See at a glance whether the customer owes you or you owe them
Basic and Professional
How can I see at a glance whether a customer owes me or I owe them? The customer's account header says in words who owes whom, for example that the customer owes the shop or the shop owes the customer, so no sign has to be read.
Without it
A customer asks how much they owe. The screen shows a bare figure with a sign, and you must stop to work out which way the money runs before you answer.
With it
The account header says in words who owes whom. You read it once, and you know the answer without working out a sign.
You do not have to read a sign or work out which way the money runs. The amount sits next to those words.
The account says who owes whom in words, so there is no sign to read.
Other ways people ask this
show who owes money in plain words in pos
does the customer owe the shop or the shop owe them
clear customer balance display for shopkeepers
see at a glance if a customer still owes me
Start each customer with the balance they already owe from before
Basic and Professional
Can I enter what a customer already owes from before I started using the software? Enter a customer's opening balance with its date, either as an amount they owe or as an amount the shop owes. It is the first entry in their ledger and is never silently overwritten.
Without it
You began using the software after some customers already owed you money. If those old amounts are not written down, the figures are wrong from the first day.
With it
You enter what the customer owes, or what you owe them, with its date. It becomes the first line of their account and is never silently overwritten.
You can record an amount they owe you, or an amount you owe them. It is the first line of their account, so later sales and payments build on it. It is never silently overwritten.
Other ways people ask this
enter old customer balance when starting pos software
opening balance for customers in shop software
record what customers owed before I started using software
customer debts from before the software
Know who owes you money, and how long they have owed it
Basic and Professional
Which customers owe me money, and for how long? The Credit page lists who owes the shop, split into four ageing buckets. Overdue means a balance more than 30 days old.
Without it
A customer owes you from last month, and you cannot remember how much or since when. You search your notebook while the customer waits at the counter.
With it
The Credit page lists who owes the shop, sorted into four ages. You see at once who is overdue and for how long.
Open Customers and choose Credit to see who owes the shop. The list splits each debt into four groups by how long it has been owed. Use the tabs to see who owes you, who is overdue, and the customers you owe.
See who owes the shop, and how long each amount has been waiting.