Review customer balances
Understand settlement status, receivables, payables, and outstanding credit for each customer.
In this guide
- Review settlement status
- Understand receivables and payables
- Open credit history
1. Review settlement status
Check the Settlement Status card on the customer detail screen. A settled customer shows Settled and a zero balance.
2. Understand receivables and payables
A receivable is an amount you have not collected after a sale. A payable is an amount you have not paid after a purchase. SalesDocks tracks them separately even when they belong to the same customer.
3. Open credit history
Open the credit history to review transactions that are not settled yet. Record a collection or payment after the real-world settlement is complete.