Summary details

Select Contacts, Customers and select a contact from the Customers list to open their record. Read our Manage contacts list article for more information.

Each record shows the customer's Outstanding balance, Overdue balance, Sales to date, Sales this year and Average Sale. It also indicates if the customer is Active or Inactive.

Summary values

Outstanding
Total value of all outstanding sales transactions less outstanding credit transactions. This is all unpaid sales invoices, minus;

• Unallocated payments. Payments on accounts not matched to invoices
• Unallocated credit notes. Credit notes not matched to sales invoices

Overdue
Total value of unpaid sales invoices passed their due date minus any outstanding credit notes.

Sales to date
Total value of sales for this customer up to today's date.

Sales this year
Total value of sales for this customer for this financial year.

Average Sale
Total value of sales, divided by the number of sales transactions.