Due: who owes you and whom you owe

Due keeps one ledger per party. A party is a customer who owes you or a supplier (wholesaler) you owe. The page has two totals: They owe you and You owe.

Before you start#

Switch on the Due part in Accounting settings (it takes one tool slot).

Add a party#

1. 1

   Open Accounting > Due

   Click Add party.

2. 2

   Choose Who is it

   Customer or Supplier (warehouse).

3. 3

   Enter the name and optional phone and note

   You can Link to a customer by searching your customers by name or phone. Their orders stay where they are; the link only ties the two together.

4. 4

   Enter what is already owed

   Already owed takes a direction (They owe me or I owe them) and an amount, or choose Nothing yet.

5. 5

   Save

   You see Party added.

Where dues come from#

Settle a due#

1. 1

   Open the party

   Use Open on its row.

2. 2

   Press Settle what they owe or Settle what I owe

   For a customer, the money comes into the account you pick. For a supplier it goes out of the account.

3. 3

   Enter the amount

   Whole amount fills it all. You cannot settle more than is outstanding.

4. 4

   Pick the Money account and press Settle

   The movement is booked on that account and the history shows Settled.

Take an amount off corrects a due entered by mistake; the earlier rows stay in the history. Archive hides a party, and Restore brings it back; an archived party cannot get a new due.

Common problems#

Next#

• Inventory and purchases
• Reports