Cooperation with counterparties in an important part of any business. Every entrepreneur is interested in ensuring that information on the settlement status with counterparties is always up to date.
You can keep track of the settlement status with your counterparties for the current date:
- Go to the CRM/SRM/Customers & Suppliers → Customers & Suppliers tab.
- Double-click to open the card of the required counterparty.
- Click on the Balance tab in the card.
In order to display the state of settlements correctly in the counterparty card, you must:
- Enter opening balance .
- Specify the counterparty in invoices.
- Enter the payments.