Customer Debt Report

The Customer Debt Report allows you to monitor your clients’ debts and prepayments. It helps track financial interactions and manage the risks of sales on credit.

🔍 How it works

The report is activated if:

there are clients in the system with a positive or negative balance;
you allow sales on credit.

📊 What the report includes

Customer name
Phone
Email
Balance (current debt or account deposit)
Total orders
Total spending
Last order

📌 Purpose of the report

The report helps to:

remember to collect money from regular or corporate clients;
monitor financial interactions and prepayments;
plan work with clients using credit or account deposits.

Article: 5. Promotions Report

Article: 7. Mandatory Supplier Report