Customer account tracking
Keep customer-account movement separate from the sale record and follow open balances and collections more clearly within the same customer account.
The business workspace is not public; access is verified on the server according to permission scope.
When recording a deferred sale, choose a saved customer in your business. The sale amount is tracked as a debit movement in the customer account; the cash-sale flow can also be used without selecting a customer.
A collection creates a separate movement in the customer account instead of changing the original sale. This makes the sale amount, collected amount and remaining balance easy to distinguish.
The customer account is for following debits and collections. Daily sales and net revenue reporting are presented separately from valid sales records, making operational control clearer.
Frequently asked questions
An account sale selects a saved customer and posts the sale amount to that customer's balance. Selecting a customer is optional for a cash sale.
No. A collection is saved as a separate customer-account movement, so the original sale amount remains intact.
Yes. The customer account summary shows debit, collection and remaining-balance movements together for that customer.
