Read customer receivables and statements

Step by step

Do it step by step

1. 1
   Step 1:

   Open Sales → Customers and the Receivables (udhaar) tab: the total outstanding and each customer's open bills.
2. 2
   Step 2:

   Overdue (days) in red is more than 30 days late; over limit marks a customer past their credit limit.
3. 3
   Step 3:

   Click a customer: the Statement lists every bill, credit note and receipt with the running balance.
4. 4
   Step 4:

   Reports → Receivables (udhaar) ages every customer as at the To date: not yet due, 1–30 days late and older.

   On this screen: Back office › Reports › All reports