Customer ledger

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.

Important to Note

  • 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.

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