Viewing a customer balance

How to view a customer's ledger.

Use this procedure to see a list of invoices and the balance for a selected customer, who maybe a member or a contact.

To view a customer balance

1. If the side menu is not visible, click .

2. In the side menu, click Operations, then click Members & Contacts.

3. Do one of the following:

   • In the list of users, click the name of the customer whose balance you want to view.

   • In the search box at the top of the list, enter one or more letters of a name and search for matches.

   The customer's Summary page is displayed.

4. Under the customer name, click Ledger.

Viewing customer balance

Number	Description
1	Locate the Users section in Operations.
2	Click the Ledger tab.