When you need to know where a customer stands financially — how much they owe, how overdue it is, and what's moved through their account — you don't have to leave the customer record. The Account tab gives you a clear, at-a-glance picture of the customer's receivables. This guide explains what each part means and how to read it, even if accounting isn't your day job.
Open a customer from Customers and select the Account tab. Everything here is read-only — it reflects the invoices, payments, and credit notes already recorded for this customer, so you can trust it as a true summary of their account.
At the top you'll see the Outstanding Amount — the total this customer currently owes, shown in their currency — alongside the number of Outstanding Invoices that make it up. This is your quick answer to "how much is on the account right now?"
The AR Aging section breaks the outstanding amount down by how overdue it is, so you can see at a glance whether a balance is current or slipping:
Each bucket shows the amount and is colour-coded, so a glance tells you how healthy the account is.
The Transactions list shows the activity that has run through the account, with the Date, Type (such as an invoice, payment, or credit note), a Reference, the Currency and Amount, and the Due Date. Page through the list to follow the history of what was billed and what was paid.
Put together, the three sections answer the questions you'll ask most: How much is owed? (Outstanding Amount), How overdue is it? (AR Aging), and What happened on the account? (Transactions). If a balance looks wrong, the transaction list is the place to trace it.
Tip: The Account tab is a summary for the customer. When you need to act on a specific invoice — view its lines, send it, or record a payment — open it from the Sales and Finance areas, where the full invoice and payment tools live.