Clarification of the type of balance displayed in the top 5 customers or suppliers tab in the dashboard – whether it is the closing balance or the due balance, and how to access the closing balance accurately.
Procedures to follow:
Customer Response:
What appears in the dashboard is only the total due amount, not the closing balance.
To Access the Closing Balance
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Go to Sales or Purchases depending on the party
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Select Customers or Suppliers
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Click on View next to the customer or supplier name
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You will see the closing balance and the due balance.
Additional Notes:
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The closing balance takes into account all transactions (invoices, payments, notifications) even if unallocated.
- You can view the closing balance details by generating an account statement for the customer or supplier from Reports.
