Viewing a customer balance

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

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations, then click Members & Contacts.

  3. Do one of the following:

    • In the list of users, click the name of the customer whose balance you want to view.

    • 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.

  4. Under the customer name, click Ledger.

customer_balances.png
Viewing customer balance
 
 

Number

Description

1

Locate the Users section in Operations.

2

Click the Ledger tab.

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