Contacts & dues

How do I track what customers owe me?

• One contact can be a customer, a supplier, or both
• Dues at a glance on every contact, and on the dashboard
• Received cash against a bill or against the whole account, oldest first
• Statements the customer understands: bills, payments, running balance
• Opening balances for the customers who already owed you when you switched
• Groups and wholesale pricing per contact

Where it lives

Available on: Every plan. On the web app at app.negobill.com, and on the NegoBill Android and iOS apps with the same account.

Step by step

• Add a customer or supplier — Contacts → Add: a name or a phone number is enough. Mark them customer, supplier or both; add the GST number for tax invoices; put them in a group; switch on wholesale pricing if they get it.
• Record a payment from a customer (Received cash) — Contacts → the customer → Received, or the sale preview → Record payment: choose the method, the amount, and which bills it settles (oldest first by default). The due drops at once and a receipt is numbered.
• Send a customer their statement — On the contact, open Statement: every bill with a short summary, every payment, the running balance and the closing line in plain words. Share it on WhatsApp for any date range.