See a customer or supplier overview

What it is for

It is the quick look before you call a customer, chase a payment or accept a new order: how much they bought, how much they still owe and whether they are late. For a supplier it shows how much you bought and how much you owe.

What it shows

• Sold in the current year and, if not zero, in the previous year (for customers): taxable amount excluding VAT, net of credit notes.
• Purchased in the current year (for suppliers), calculated the same way.
• To collect and To pay, with of which overdue when instalments are past due.
• Open items, earliest due first: date, document number, instalment (e.g. 2/3), days late and remaining amount. With more than five, All due dates appears.
• The latest documents, up to ten: date, type, number and total. For a customer/supplier each is marked Sale or Purchase.

How to use it

1. Open Customers & suppliers and tap the contact’s name.
2. At the top you find the Overview section, already open.
3. Tap an open item to open the due date and record a payment or a reminder.
4. Tap a document to open the sales invoice or the purchase.

Who sees it and when

• Only users with access to accounting: for a role without it the section does not appear.
• Only for a saved contact with documents or open items: a new one has nothing to show.
• Sales and purchase totals are in euros, also for documents in a foreign currency.

See also

• Add a customer or supplier
• Customer and supplier payment schedule
• Chase a customer who has not paid
• Record a receipt or a payment