Before you chase a customer for money, check what they actually owe. The Transactions ledger is every invoice, payment, tip, credit, refund and adjustment across your business in one filterable list, and filtered to one customer it becomes their account history.
1 Open Transactions
Go to Transactions from the left menu. You land on the whole-business ledger with four summary tiles across the top:
- Charged, everything you have billed
- Collected, everything you have taken in
- Net balance, the difference
- Tips (owe workers), kept separate on purpose
2 Filter down to one customer
Pick a customer from the customer filter and the ledger becomes their account. You can narrow further by property (useful when one customer has several addresses) and by date range, and you can filter to a single transaction type.
The types are invoice, payment, tip, credit, refund and adjustment.
You can also reach the same view from the customer’s own detail page, on their Transactions tab. Old bookmarks to the standalone credit ledger redirect there automatically, so nothing you saved is broken.
3 Read the columns
The table gives you Date, Type, Description, Reference, Charge, Payment and Balance.
Charge and Payment are separate columns rather than one signed number, which makes it obvious at a glance whether a row added to what they owe or paid it down. Reference ties the row back to the invoice or payment it came from.
Balance is the running balance after that row, which is the number to trust. Reading down the Balance column tells you the story of the account in order rather than making you add things up.
4 What “CR” means
When a balance is shown with CR after it, the customer is in credit: you are holding money of theirs rather than being owed money. That happens after an overpayment, a prepayment, or a credit you issued.
This matters when you are chasing. A customer showing a balance with CR does not owe you anything, and calling them for payment is the kind of mistake that costs goodwill. Check for CR before you pick up the phone.
5 Tips are not revenue
Tips show as their own rows and never change an invoice balance. A tip is money you are holding for the crew member who earned it, not income against the job.
That is why Tips (owe workers) is its own summary tile rather than being folded into Collected. If you treat tips as revenue you will both overstate your income and underpay your crew. The ledger keeps them apart so you do not have to remember to.