Skip to main content

Customer Receivable Report

Customer Receivable Report is a feature that allows users to view and manage reports on outstanding receivables from customers.

Customer Receivable Report Flow​

The general flow to access the customer receivable report is as follows:

  1. Select the Reports menu in the sidebar.
  2. Click Customer Receivable Report.
  3. The report will display a list of customers, total transactions, and total debt.

1. Opening Customer Receivable Report​

  1. In the sidebar, click Reports.
  2. Click Customer Receivable Report.
Customer Receivable Report Menu

2. Summary View​

On the Customer Receivable Report page, you will see a data summary as follows:

  • Customer Name: The name of the customer with outstanding receivables.
  • Total Transactions: The total number of transactions made by the customer.
  • Total Debt: The total amount still owed by the customer.

3. Viewing Receivable Report Details​

To view more details for each customer, click on the customer name in the report list.

After that, you will see the following information:

  • Transaction Number: The transaction number related to the customer's debt.
  • Store: The store where the transaction took place.
  • Date: The transaction date.
  • Total Transaction: The total amount of the transaction.
  • Remaining Payment: The remaining amount to be paid by the customer.
  • Status: Indicates the payment status (e.g., "Ongoing" if the debt has not been paid).
Receivable Details

Conclusion​

By using the Customer Receivable Report feature, you can easily manage and monitor outstanding receivables from customers, making business financial management easier.