Customer ledger
Last updated
Last updated
This tab shows the customer ledger, along with outstanding, paid invoices and balances.
The overview for each customer displays outstanding invoices, paid invoices, and the balances up to a specific date.
In the top left corner, you'll find a filtering function to help you navigate this information.
The customer ledger in Moment only includes details about invoices and payments that are registered within Moment. It does not receive invoice information from external accounting systems.
If you notice any discrepancies between Moment's customer ledger and your accounting system, you will need to compare the two ledgers to identify and reconcile any missing journal entries.
The same principle applies to received payments. If there are any mismatches, you should review the payments received in your bank and compare them to those registered in Moment.