Customers and what they owe

Where Customers Live

Customers & Invoices in the left nav opens two full-screen tabs: Invoices and Customers. Invoices is the document list; Customers answers the other question — who owes you, and how late.

Every figure on these screens is read from the invoice tables at the moment you load the page. Nothing here depends on an overnight job having run.

The Customers Tab

Three cards sit above the list:

• Open — everything still unpaid, with the invoice count.
• Overdue — the part of that past its due date, with the count and how old the oldest one is.
• Paid last 30 days — what actually came in, with the payment count.

Below them, each customer row shows the Customer name with their email and phone, their Open balance, their Overdue balance, and Last activity — the later of their most recent invoice and their most recent payment. A customer with nothing overdue shows a dash rather than a zero, so the column reads as a list of problems.

Click A Total To Filter

The Open and Overdue cards are buttons. Click Overdue and the list narrows to customers with something past due; click it again, or use Clear filter beside the search box, to go back to everyone. Search finds one customer by name or email.

Add A Customer Or Start An Invoice

New Customer opens the contact drawer; the new customer appears in the list as soon as it is saved, with no reload. You do not have to invoice somebody to create them.

New Invoice opens the invoice drawer. The New invoice button at the end of a customer's row does the same thing with that customer already filled in.

One Customer's History

Click a row to open that customer.

The header carries the customer's email, phone, and payment terms when you have them. Three cards follow: Open, Overdue, and Lifetime billed — everything you have ever invoiced this customer, paid or not.

Underneath, invoices and payments are merged into a single timeline. Each row shows the Transaction number, its Date, a Status badge, the Amount, and the remaining Balance on that invoice. An overdue invoice carries its age on the badge. Payments show as negative amounts in green and have no balance of their own — they reduce the invoice they were applied to.

Back to customers at the top returns to the list, and New Invoice bills this customer without leaving the page.

Correct A Customer's Details

Edit customer on the detail page opens a panel over the record.

You can change the Customer name, Email, Phone, Payment terms (days), TaxID, and Internal notes. Payment terms are the default number of days a new invoice for this customer gets to run; internal notes stay inside LedgerHQ and never appear on a document a customer sees.

Saving updates the record everywhere — the list, this page, and future invoices. Invoices you already sent keep the details they were sent with, so correcting a name today does not silently rewrite last quarter's paperwork.

Ask Tally Instead

Tally reads the same numbers, so you can ask it directly — "who is more than 30 days past due?" or "what has Harborview Design paid us this year?" — and get the answer without opening the tab.

API And MCP

• REST: GET /api/v1/contacts?type=customer&includeBalances=true for the list with balances, GET /api/v1/contacts/{id}/transactions for one customer's merged timeline, and GET /api/v1/reports/receivables-summary for the three summary figures. PATCH /api/v1/contacts/{id} edits one customer.
• MCP: list_customer_balances and get_customer_transactions, plus create_contact and update_contact.

Amounts are integer cents everywhere in the API.