Can I see how much a customer owes?

Esta resposta está, por agora, publicada apenas em inglês.

Yes. Each customer can have their own financial ledger in Nassima, so you can see the complete financial relationship with that customer in one place. Nassima’s finance layer includes customer ledgers, receivables, aging, and collections visibility.

From the customer ledger, you can see:

  • Invoices issued
  • Payments received
  • Credits and refunds
  • Current balance due
  • Debit and credit history
  • Transaction dates and references
  • Running account balance
  • Original amounts and FX rates when multiple currencies are involved

You can also search, filter, and export ledger entries when needed.

Nassima AI can also use this financial data in Reports & Analytics, so you can ask questions such as “Which customers still owe us money?” or “Show me overdue receivables.”

  • Learn more about Nassima AI and customer finance:
  • https://www.nassima.ai/en

Outras formas de fazer esta pergunta

  • Where do I check a customer's payment history?
  • Is there a customer ledger?
  • How do I track customer balances?

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