How to View Customer Balances in Wafeq?

To check the current balance for any customer (i.e., the amount they owe you), follow these steps:

Steps to View the Balance

1. Go to “Reports” from the main menu.

2. Select “Customer Statement of Account” under the Sales Reports section.

3. Use the filters to choose the Contact (customer) and the date range.

4. The report will show:

   • Opening balance

   • Total transactions

   • Closing balance

Notes

• Balance = Total Invoices – Payments – Credit Notes

• A negative balance means the customer has a credit (due to prepayment or returns).