Using the Customers Screen

This screen is displayed by clicking Customers in the EasyBooks sidebar. 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.
What else can I do?

The Customers screen provides a single location where you can carry out all customer-related tasks. In addition to the above, you can:

  • Add, modify and delete customers.
  • View all sales, payments and credits for a selected customer.
  • Generate PDFs of sales invoices, delivery notes, receipts and credit notes.
  • Mark sales as "PAID".
  • Set up recurring sales, payments and credits.
What happens when sales, payment or credit is entered?
  • Sales: A sale increases your income and the amount a customer owes, but does not affect the balance of the account in which money will be received until a payment is made. Since your income increases, this also affects items such as the Profit and Loss report. 

    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 and enter sales in several screens, including the following:
  • Payments (from customers): In the context of customers, a payment is an amount of money received from a customer. When you enter a payment, you specify the account (normally a bank account) in which you will receive the income. This allows you to check the payments against, for example, the statements your bank sends you (a feature of double-entry bookkeeping). 

    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. A payment does not further affect your sales income and therefore other related items such as the Profit and Loss report.

  • Credits (to customers): A credit decreases the amount a customer owes and your income. It has the reverse effect to a sale.

Further Information

For details of how to carry out tasks in the Customers screen, please refer to: