Debts
The debt ledger, payments, account statements, adjustments and the debt limit.
2 steps
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Step 1
The debt ledger
Every customer who owes money, with their balance and oldest unpaid debt. Sort by balance or age, and filter those who reached the limit.
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Step 2
The customer page and payments
The timeline of all their entries and the age of their debts. “Record payment” records what they paid and how. “Account statement” shares it as a PDF.
Note: No existing entry is ever edited: mistakes are corrected with an adjustment entry and a required reason, so the record stays complete.
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