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
📺 Watch: Customer Pending Amount
How to open it: Customers › Customer Pending Amount
Choose a store to see every customer who still owes money, with their name, phone number and Pending Amount. The total at the bottom tells you how much is owed to you altogether.
Click Details on a customer to see exactly which bills the money is from:
| Column | Meaning |
|---|---|
| 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 |
If you moved over from another system and imported customers' old dues from Excel, that amount is shown separately as Manual Pending Amount (Excel import).
💡 The customer can clear their dues at the billing counter the next time they visit.
Customer Pending Amount Settlement
📺 Watch: Settlements
How to open it: Customers › Customer Pending Amount Settlement
Every time a customer paid off some or all of what they owed:
| Column | Meaning |
|---|---|
| Store, 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 they paid |
| All Payment Types | All payment methods used, in one line |