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Ledger Statements

One contact's account, and what is outstanding bill by bill. Open it from Accounts & Reports → Ledger Statements.

The party ledger, then receivables and payables aged from each bill\u2019s own date.

The tabs​

  • Party Ledger — pick a contact and read the statement: date, particulars, voucher, debit, credit, running balance, from the opening balance down. Print it, or export the whole period.
  • Receivables — what customers still owe, aged from each bill's own date into 0–30, 31–60, 61–90, and 90+ day buckets, as on any date you pick. A contact drills open bill by bill.
  • Payables — the mirror: what you owe suppliers.
The statement runs from the opening balance — Dr and Cr suffixes keep the direction unambiguous.

Good to know​

  • A balance over the contact's credit limit is flagged on the statement.
  • The date range on the party ledger defaults to all time; the ageing tabs default to today.