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.

Viewing customer balance




Locate the Users section in Operations.


Click the Ledger tab.

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