How to view a customer's ledger.
Use this procedure to see a list of invoices and the balance for a selected customer, who may be a member or a contact.
To view a customer balance
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If the side menu is not visible, click
.
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In the side menu, click Operations, then click Members & Contacts.
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Do one of the following:
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In the list of users, click the name of the customer whose balance you want to view.
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In the search box at the top of the list, enter one or more letters of a name and search for matches.
The customer's Summary page is displayed.
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Under the customer name, click Ledger.

Viewing customer balance
Number |
Description |
1 |
Locate the Users section in Operations. |
2 |
Click the Ledger tab. |
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