💰 See what a customer owes you, and chase it
Opening a customer now shows their invoice history, what is outstanding and when they last paid. A new Receivables page lists everything owed across all customers, grouped by how overdue it is.
Until now, opening a customer took you straight to the edit fields. The record held a name, an address and a payment term - and answered none of the questions you actually open a customer to ask.
The answers were always there, in the invoices. They just had nowhere to appear.
The customer record
Clicking a customer now opens the record rather than the form. Across the top:
- Outstanding - what they owe you right now
- Overdue - how much of that is past its due date
- Last invoice and Last payment
- Total invoiced - what they have been worth since you started
Below that, their contact details on the left and their invoice history on the right: number, dates, total, what is still unpaid, and the status. An invoice past its due date carries a red Overdue badge whether or not anyone has changed its status.
Drafts appear in the history with their badge, but never count towards the figures - a draft was never sent. Cancelled invoices are excluded the same way, and a credit note reduces the balance rather than being ignored.
Edit is still one click away, in the header and on the list.
Receivables
Partners â–¸ Receivables is the new page for chasing money. One row per customer, columns for Not due yet, 1-30 days, 31-60, 61-90 and Over 90 days, sorted with the largest debt first. Totals across the top and along the bottom.
Search by customer name, or tick Overdue only to hide anyone who simply hasn't reached their due date yet.
Every customer name links to their record, so going from "who owes me the most" to "what exactly do they owe" is one click.
Balance on the customer list
The customer list now carries Outstanding and Last invoice next to the name, with the overdue amount underneath in red when there is one. You can see who is behind without opening anything.
Worth knowing
Overdue is worked out from the due date, every time you look. It doesn't depend on anything having run overnight, so an invoice that fell due yesterday is late today.
Invoices with no customer attached are still counted. If an invoice was made out to a name typed straight onto it rather than to a customer record, it appears in its own section at the bottom of Receivables and is included in the totals. Leaving those out would make the page understate what you are owed.
Part payments age correctly. A €1,000 invoice with €600 received ages the remaining €400, not the full amount.
The figures are your company's, not just yours. They cover every invoice in the company, including ones your colleagues raised.