Customer Center: payments, receipts and statements

Customer Center is where every customer, their balance, and their history lives. Here's the full tour — including payments, receipts and statements.

Search by name, phone or email, and every match shows as a card — settled customers in one color, anyone owing you money clearly flagged in another.

Click a card and their full profile slides in — name, phone, email, and an owing badge if there's a balance outstanding.

Four numbers tell the whole relationship at a glance: Total Purchases, Payments Made, what's still Outstanding, and their Last Transaction date.

Scroll down for the full Transaction History, and a Payment Timeline chart plotting their balance over time — useful for spotting a customer who's sliding from prompt to slow.

Receive Payment is right there on their profile — or in the top bar for any customer. Set the Date, the Payment Type the money actually came in through, and the Amount.

New Outstanding Balance updates live as you type — so you can see exactly what's left before you save anything.

Save and Print Receipt does both in one click — the payment is recorded, and a receipt pops up you can export as PDF, share straight to WhatsApp, or print on the spot.

For a fuller picture, Customer Statement builds a proper account document — set a From and To date, click Generate, and every invoice and payment in that window lists out with a running balance.

That statement prints, exports as PDF, or shares on WhatsApp too — the same document whether it's for your own records or the customer's.

Everyone, their balance, their history, and how to collect and prove it — all from Customer Center.