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View a party’s details and outstanding balance
To see how much a party owes, open their ledger. It lists every sale, purchase, payment and note with a running balance.
From the customer list
- Go to Customer / Vendor ▾ → Customer / Vendor.
- Click Get Outstanding in the party’s row.
- The Company Ledger opens for that party. Choose the dates and click Search. The last balance is what is outstanding.
Other ways to see what is due
- Sale Outstanding — every customer who owes you, with ageing (0-30, 31-60, 61-90 and 90+ days).
- Purchase Outstanding — every supplier you owe.
- Company Outstanding and Pending Payments — totals per party.
- The Sales Outstanding and Purchase Outstanding cards on the Dashboard.
Tip: Print or email the ledger to the customer as a statement of account. See Company Ledger.
