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View Outstanding On Account Balance

View Remaining On Account Balance

Customers may wish to place a partial, or whole, amount of an item on their account, allowing them to pay the balance at a later time.

There are two modules where you can view outstanding amounts: Customers and Accounting.

Customers

Go to the Customers module and select the customer who’s On Account balance you wish to see, followed by tapping Account Activity.

View Remaining On Account BalanceView Remaining On Account Balance

All activity regarding the customer’s accounts will be logged. Using this page you can easily view and print the selected customer’s account activity.

Using your finger or thumb, scroll down to the bottom of this page where the total remaining balance is displayed.

Tip
Only transactions which have been settled via On Account are shown here. If the customer paid for an item in full, with card or cash, for example, it will not be recorded here.

View Remaining On Account BalanceTintView Remaining On Account Balance


Accounting

Go to the Accounting module and select the customer who’s On Account balance you wish to view.

Get there via Receivables > Customers > Select Customer

View Remaining On Account Balance

Once a customer has been selected, they’re entire account activity will be displayed.

Using your finger or thumb, scroll down to the bottom of this page where the total remaining balance is displayed.

View Remaining On Account BalanceTintView Remaining On Account Balance

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