Customer Ledger and Outstanding Software
Money owed to you is the hardest thing to keep track of and the most expensive thing to get wrong. A diary works until you have forty parties and six months of part payments. QuickBillBook keeps a running ledger for every customer and vendor, built from the bills and receipts you already enter.
Why outstanding gets out of hand
Part payments break the record
A customer pays some of three bills, and reconstructing which bill is still open takes an hour.
No single balance figure
You know roughly who owes you, but not exactly how much, and not as of today.
Follow-up depends on memory
Nobody chases a payment they have forgotten about.
Disputes take days
The customer says they paid. Proving otherwise means going through a year of entries by hand.
What the ledger gives you
A running balance per party
Opening, every transaction, and closing balance for any date range.
Unpaid view
Filter straight to bills that are still open.
Full transaction history
Sales, receipts, purchases and payments in one continuous ledger.
T-format option
For anyone who prefers the traditional two-sided layout.
All-party report
Every outstanding balance in one list, so you know where to start chasing.
Excel export
Send a statement to the customer, or hand the lot to your accountant.
Tracking what you are owed
- 1
Bill as normal — each invoice posts to the party ledger.
- 2
Record receipts against the party when payment comes in.
- 3
Open the ledger for any party and date range to see the balance.
- 4
Use the unpaid filter to build your follow-up list.
Frequently asked questions
Can I see how much a customer owes me?
Yes. Each party has a ledger with a running balance, and there is an all-party outstanding report.
Does it handle part payments?
Yes. Receipts post against the party and the running balance adjusts.
Can I send a statement to a customer?
Yes. Export the ledger to Excel or print it.
Does it cover vendors too?
Yes. Payables work the same way as receivables.
Can I see a ledger for a past period?
Yes. Choose any from and to date.
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Ready to simplify your business billing?
See QuickBillBook working on your own business scenarios.