Skip to main content

Account ledger

Who can use this: view customer-report or view supplier-report. Where to find it: Account Ledger

What is this?​

The ledger shows money in and money out for a customer or a supplier. The page title is Account Ledger.

Before you start​

The customer or supplier must exist. Sales, payments, or purchases create the lines.

Steps​

  1. Open Account Ledger.

  2. Pick a customer or a supplier.

  3. Pick the dates.

  4. Read each line and the balance.

    Account ledger

What you will see​

Sales and payments for that person. A balance that is still due, or still to pay.

Tips​

  • Use this when a customer asks for their balance.
  • Use Due Report when you want every customer at once.

Common problems​

ProblemSolution
The menu is missingAsk for the customer or supplier report permission.
The balance looks oldWiden the dates, or record the missing payment.