Due and payments

Who can use this: The permission named in the table. Where to find it: Business Reports

What is this?

These reports show money still owed and money already paid.

Before you start

Credit sales and supplier bills create the numbers. Pick dates on each page.

Reports

Menu	Page title	What it shows	When to use it
Profit & Loss	Profit & Loss Report	Income against cost	Month end
Payments	Payment Report	Payments you recorded	Check cash, card, and credit
Customer Payment History	Customer Payment History	One customer's payments	When they ask for a history
Due Report	Due Report	Open dues	Collection day
Customer Aging	Customer Aging Report	How old each due is	Find late payers
Referral Report	Customer Referral Report	Referral results	Only if referrals are on
Activity Log	Activity Log	Who changed records	When you need a trail

Steps

1. Open Business Reports.
2. Click Due Report for open balances.
3. Click Customer Aging to see how late they are.
4. Click Payments to see money received.

What you will see

Amounts in the shop currency. Filters for location and date when the page has them.

Tips

• Call customers from Customer Aging, oldest first.
• Use Profit & Loss after the month is closed.

Common problems

Problem	Solution
Due looks too high	Open Account Ledger for that customer.
Referral Report is missing	Turn on the referral feature, then refresh.

Related pages

• Activity and referral
• Sales and stock reports
• Account ledger
• Bulk payments
• Customers