How to read the customer ledger
Read a customer's account: the opening balance, every invoice, payment and credit note with a running balance, and the amount due today.
In this video
- Open a customer ledger
- Read the opening balance, invoices and payments
- Know exactly what the customer still owes
Step by step
- Open Contacts, then Customers, and open the customer.
- Go to the Ledger tab and pick the date range.
- Read the summary at the top: total invoiced, total paid and the balance due.
- Read the lines below: each invoice adds to the balance, and each payment or credit note reduces it.
Why it matters
The ledger is the customer's whole story in one place. It is what you send when a customer asks why they owe you, and what you check before giving more credit. When the ledger is right, your receivables are right.
All Sales videos
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2:27
Lesson 1
How to create a quotation
Give a customer a priced quotation: pick the customer, add products and quantities, check the VAT and total, save it and find it in the quotation list.
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1:56
Lesson 2
How to create a sales order
Record a confirmed customer order as a sales order, so the quantities are tracked until they are invoiced and shipped.
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2:25
Lesson 3
How to create a VAT invoice and take a payment
Create a VAT invoice for a customer, take a part payment in cash, and check the invoice and the amount still due in the sales list.
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2:09
Lesson 4
Shipping and delivery notes for an invoice
Record where and how an invoice is delivered, set the shipping status, assign a delivery person, track it in Shipments, and print the delivery note.
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2:12
Lesson 5
How to receive a customer payment
Record the balance a customer pays on an invoice, choose the payment method, and confirm the invoice is marked Paid with the full payment history.
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2:34
Lesson 6
Credit notes and sales returns explained
Take goods back from a customer with a sales return, which issues a credit note, refunds the money and puts the stock back.
Get certified in Skyline Nexus ERP for 199 SAR or 49 USD
Show employers and clients that you can run daily sales, purchasing, stock and customer and supplier accounts in an ERP. Preparing for the exam improves your accounting practice: invoices, credit and debit notes, opening balances and ledgers, done the way real companies do them.
- An online exam on the four modules: products, contacts, sales and purchases
- Practice tasks on a demo company before the exam
- A Skyline certificate in your name with its own certificate number
- For accountants, bookkeepers, cashiers, sales and purchasing staff, students and business owners
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