Customer's balance card

How to check the customer's balance card?

In the Finances panel, you can access the detailed Balance Card of each customer, wherein you can select a document and get a quick review of it or print it. All financial documents with a description, date of creation, amounts and balance are shown in the Finances panel.

• If the customer's balance is negative, the amount will be written in red, and if it is positive, the amount will be written in green.
• If you click the Open invoices menu, only open accounts will be shown, whereas open prepaid accounts are visible in the Prepayments menu.

• In the top right corner of the Balance card panel, you can click the Action button to print the balance card, pay the open invoices, or to export the data in an Excel spreadsheet
• Next to the Action button is a drop-down menu, where you can select a specific company within your organization (in cases of multiple legal entities within a marina).

If you wish to create a prepayment for a customer, please head to the Invoices part of this help documentation for a detailed guide on how to do so.