Knowing who owes you money, and how much is overdue, is the key to healthy cashflow. CRMit gathers every customer's balance in one place so you can see it at a glance and act on the biggest debts first. Here is how to view your customer balances.
From the CRMit menu on the left, open Customers and select Customer Balance. This lists your customers alongside what they owe.
For each customer you can see the outstanding balance, which is the total they owe, and the overdue amount, which is the part that has passed its due date. The overdue figure is the one to watch.
Sort by the overdue or outstanding column, or use the filters, to bring the largest and most pressing debts to the top. This helps you decide who to chase first.
Select a customer to open their record, where you can see the individual invoices that make up their balance and which ones are overdue.
From there you can take the next step, such as sending a statement or a reminder, so you get paid sooner.
Tip: Check this page weekly to stay on top of cashflow. Spotting an overdue balance early gives you the best chance of getting paid without any awkward conversations.
Once you know who owes you, you can chase the overdue invoices and keep balances accurate as payments come in.
Book a quick demo and we will walk you through tracking balances and getting paid faster.