Invoices and bookings

Who has not paid me, and how do I send a statement?

Open Invoices and the Who owes you tab: it lists every customer with something unpaid, what they owe and how late it is. At the top are four figures: Owed to you, On invoices, From before and Overdue. Under them the money is split by age: not yet due, 1–30 days, 31–60 days, 61–90 days and over 90 days, counted from each invoice’s due date. The list can be sorted by Most owed, Oldest first or Name. Remind sends that customer one reminder about the invoice that has waited longest, from your own WhatsApp number and by email, with the link to the invoice and the ways to pay. The dialog shows what will be sent, and where, before you press Send reminder. Open a customer to see their account: every bill and payment, oldest first, with the balance after each. A voided payment or a cancelled bill is not removed; a second line takes it back, so an older statement still adds up. If the customer already owed you money before you started billing here, enter it once as an Opening balance; money received against it is recorded like any other payment. Statement makes a statement of account for this month, last month, this or last financial year, or dates you choose: the balance brought forward, each bill and payment, what is still to pay, and your UPI QR and bank details. It is made first, as a PDF, for you to look at; press Send when you are ready, or tick Send it to the customer when it is ready. A statement shows the account as it stood on the day it was made, and its link works for 90 days. For your accountant, an admin presses Export for accountant and downloads two CSV files for a period: Invoices (the sales register) and Payments. They are lists of what you billed and received; they are not a tax return. Only invoices are counted in what a customer owes. A proforma and a quotation are not.