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Dues

See who owes you, and whom you owe

  1. 1Tap Dues at the bottom
  2. 2Green is what people owe you. Orange is what you owe. The last line is the total

Find a person

  1. 1Tap the search mark beside Name and type part of the name. Tap ✕ to see all again

Add a new customer or supplier

  1. 1Tap New name
  2. 2Type the name and mobile number, pick Customer or Supplier, and tap Save
  3. 3The name is in the list. Tap it to write a due

Write money someone owes you

  1. 1Open the person and tap + Add under To Collect
  2. 2Type the amount. Tap Note and write what it was for. Tap Save
  3. 3The due is in the list

A bill sold on credit comes here by itself.

Set the day it should be paid

  1. 1While writing the due, tap the box under Due
  2. 2Pick the day and tap OK

Get paid for a due

  1. 1Tap the due, then Receive payment
  2. 2The full amount is filled in. Pick Cash or Bank
  3. 3Got only part of it? Type what you got. It shows what is still owed. Tap Save
  4. 4The due shows what is paid and what is left

The money goes into the Ledger by itself.

Get paid for all of a person's dues

  1. 1Open the person and tap Settle all
  2. 2Check the amount and pick Cash or Bank. It shows which dues get cleared. Tap Save
  3. 3Paid dues move to Settled

Write money you owe a supplier

  1. 1Open the supplier and tap + Add under To Pay
  2. 2Type the amount and a note, then tap Save
  3. 3It shows in orange under To Pay

Pay a supplier

  1. 1Tap the due, then Pay due
  2. 2Check the amount, pick Cash or Bank, and tap Save

See due payments in the Ledger

  1. 1Money you get or pay on dues shows in the Ledger with the person's name

To keep them out, see Ledger › Keep sales or due payments out of the Ledger.

Remove a payment written by mistake

  1. 1Open the due and tap ✕ beside the payment
  2. 2Tap Delete

The money leaves the Ledger too. Just saved? Tap Undo on the message at the bottom instead.

Keep a photo of the bill

  1. 1Open the due and tap Add
  2. 2Tap Take photo or Choose from gallery
  3. 3The photo stays with the due. Tap it to see it big

Send a customer their statement

  1. 1Open the person. Tap PDF to send a file, or WhatsApp to send a message with a link
  2. 2Pick where to send it
  3. 3The statement lists every due, what is paid and what is left

See one day's dues

  1. 1On the person's page, tap Date
  2. 2Pick the day and tap OK
  3. 3Only that day shows. Tap ✕ to see all again

Close a due that will not be paid

  1. 1Open the due, tap ⋯, then Write off or Delete this due
  2. 2Tap what happened: a discount, a commission, or they will not pay
  3. 3The due moves to Written off

Wrote the due by mistake? The same page has Delete this due in red at the bottom. That cannot be undone.

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