This screen is displayed by tapping Customers in the EasyBooks menu. The screen lists all customers and the amounts they owe you. From this screen, you can:
Enter new sales that your customer will pay at a later date.
Enter payments you have received.
Enter credits to the customer.
The Customers screen provides a single location where you can carry out all customer-related tasks. In addition to the above, you can:
Sales: A sale increases your income and the amount a customer
Note: For sales or other incomes that are paid immediately and do not need a sales invoice or receipt, it is normal to enter the payment details in the Accounts screen.
Tip: You can view all sales that relate to a specific customer using the Customers screen. You can view all sales for all customers in the Sales screen.
Payments (from customers): In the context of customers,
A payment reduces the amount the customer owes and increases the balance of the account in which it is received, which in turn affect items such as the Balance Sheet, Trial Balance, Customer Aged Debt and any adjustments for the cash-based VAT scheme.
Credits (to customers): A credit decreases the amount a customer owes and your income. It has the reverse effect