Check a customer’s account

What a customer bought, paid and still owes, and who owes you most.

On the computer, 5 steps

Guide 4 of 6 in Sales

Find the customer
In Billing › Customers, type a name in the search box, then click the customer.
Their invoices
Click Invoices: every sale, what is still due, and its status.
Their payments
Click Payments: each payment, how it was paid, and for which invoice.
Who owes you
Customers › Receivables: what customers owe today, oldest debt first.
The unpaid invoices
Click a customer to list their unpaid invoices. Export downloads the list.