Customers

Review Outstanding Customer Balances

Outstanding Customers is a current balance review, not a normal historical date report. Use it before collection calls and before extending more credit.

Menu path
Reports -> People -> Outstanding Customers
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/modules/customersReport.html, frontend/static/script/js/modules/js/report_customers.js customeroutstandingreportTable, frontend/modals/outstanding_customers_popup.html

Outstanding Customers tabThe tab focuses on balances and pending sales instead of normal purchase-history rows.
Customer Details tabSwitch back to Customer Details when the owner needs purchase totals and average purchase.

Open the Report

  1. Open Reports -> People.
  2. Select Outstanding Customers.
  3. Choose the branch filter when the business has more than one outlet.
  4. Search a customer only when reviewing one account.
  5. Refresh the report before calling or messaging a customer.
  6. Export only after confirming the branch and customer filter.

Columns

ColumnMeaningHow to read it
CreditCredit value recorded for the customer.Money or adjustment in the customer's favor.
DebitDebit value recorded for the customer.Money or adjustment against the customer.
Wallet AmountNet wallet balance available on the account.Positive balance can be used for eligible settlement.
Sales PendingUnpaid or partly paid sale amount still open.Needs payment follow-up or wallet settlement.
Overall DueCustomer-level due after wallet and pending amounts are considered.Use this before granting more account sales.

Report Rules

Outstanding Customers disables normal date filtering in source because it reviews current balances. A customer can owe money today even if the sale happened outside the visible date range.

  • Do not treat a zero date-range result as proof that no customer owes money.
  • Use Customer Details for historical buying activity.
  • Use Outstanding Customers for present collection and credit-risk review.
  • Click a customer name from the report only after confirming it is not a deleted customer record.

Collection Checklist

  • Confirm the customer's phone and identity from the profile.
  • Confirm branch, wallet and Sales Pending before contacting the customer.
  • Use the shop's approved SMS or WhatsApp reminder wording.
  • After payment is collected, verify the profile transaction history and this report again.

Related Manual Pages

Customers Credit Settlement Customer credit is controlled by the customer profile and settings; settlement uses transaction history, wallet balance and unpaid-sale rows. Settings Credit Rules Customer Credit lets trusted customers buy now and pay later, with default limits, terms and reminder controls. Customers Customer Profile A customer profile is the place to verify identity, check recent sales and review account context before editing, reprinting or extending credit. Reports People Reports People reports connect shop activity to customers and staff. They help owners review repeat customers, outstanding balances, cashier performance and workforce payout data.