Customer Pending Amount and Settlement
Sometimes a customer doesn't pay the full bill right away — "I'll pay the rest next time". Invoay keeps track of what they still owe (their pending amount) and when they pay it off (a settlement).
Customer Pending Amount
How to open it: Customers › Customer Pending Amount
Choose a store in the box above the list to see every customer who still owes money, with their First Name, Last Name, Phone Number, Gender and Pending Amount. The total at the bottom tells you how much is owed to you altogether.
If you moved over from another system and imported customers' old dues from Excel, those dues show on a separate row, so a customer with both kinds of dues appears twice.
Click Details on a customer to open Customer Pending Amount Details in a new tab and see exactly which bills the money is from:
| Column | Meaning |
|---|---|
| Bill Id | The bill. Click it to see the bill |
| Bill Date | When the bill was made |
| Final Amount | The bill total |
| Pending Paid | How much of the pending amount they've paid since |
| Pending Amount | What's still owed on that bill |
| Last Settlement Date | When they last paid towards it. Empty if they haven't paid yet |
Old dues imported from Excel aren't part of any bill, so they're shown separately at the top as Manual Pending Amount (Excel import).
💡 This page is for checking dues. The customer clears them at the billing counter the next time they visit.
Customer Pending Amount Settlement
How to open it: Customers › Customer Pending Amount Settlement
Every time a customer paid off some or all of what they owed, newest first. Use the filter boxes in the list to find a customer, store or date.
| Column | Meaning |
|---|---|
| Store Location, First Name, Last Name, Phone Number | The customer |
| Settlement Date | When they paid |
| Pending Amount | What they owed before paying |
| Paid Amount | What they paid |
| Remaining Amount | What they still owe |
| Cash, Card, Paytm, Wallet Prepaid, Neft Imps, Cheque, Other Payment Types | How much they paid by each method |
| All Payment Types | All payment methods used, in one line |