Customers (AR)

Use this screen to pull up a customer's full accounts receivable picture: what they've been invoiced, what they've paid, what they still owe, and any credit sitting on their account.

What you can do here

• Find a customer. Use the "Find a customer" search box to look someone up by name, company, or email. Selecting a result opens their statement right away.
• Jump back to someone recently added. The "Recent customers" list shows your most recently added contacts so you can reopen a statement without searching.
• Review the statement. Once you open a customer, you see a totals row (Invoiced, Paid, Outstanding, Credit, Refunded) and a receivables aging breakdown (Current 0 to 30 days, 31 to 60, 61 to 90, and 90+ days overdue).
• Browse Invoices, Payments, and Allocations in tabs. Invoices show the invoice number, date, total, amount due, and status. Payments show the amount, method, date, and status. Allocations show which payment was applied to which invoice.
• Refund a payment. From the Payments tab, click Refund on any payment to open the refund dialog, where you set the amount (capped at what was paid), pick a method (bank transfer/manual, cash, check, or card), and optionally add a reason.
• Reverse an allocation. From the Allocations tab, click Reverse to undo how a payment was applied to an invoice. The amount returns to the payment as available credit. You'll be asked to confirm before it happens.

Steps

1. Open Customers (AR) from the Business Manager section.
2. Search for the customer, or pick one from the recent list.
3. Review their totals and aging in the statement that opens.
4. Switch between the Invoices, Payments, and Allocations tabs to check details.
5. To refund a payment, click Refund, fill in the amount, method, and reason, then confirm.
6. To undo an allocation, click Reverse and confirm.

Related

• /help/billing/invoices
• /help/billing/payments
• /help/billing/advances