How to view customer open AR | ParagonERP

How to see what a customer owes in open AR

Paragon ERP makes it easy to see important information pertaining to a customer all in one screen. In this doc, we'll show you how you can view customer financials in just one click of a button!

Step 1: Open customer module

From the main screen, open the customer module from the right side bar menu.


Step 2: Choose your customer

Select which customer you would like to view open ar for. Double click on the customer or hit the hamburger button at the top left corner to open detail view.




Step 3: Open financials

Open the financials at the bottom of the screen. Hit the financial button. Here, you can see the open AR, credit available, and the sum of any account payments made by the customer.




How are these values calculated?

The calculation for open A/R is simple.  Basically, any open invoice issued to this customer that has not been paid, or, the remainder of an invoice that has not been paid in full will be listed as your open A/R.

Open A/R = total invoice amount minus total credit amount - total amounts that have already been applied (note these amounts are converted using exchange rates)

Credit Available = credit limit (manually filled attribute) minus open A/R.

On Account = the sum of all on account payments that have not yet been applied

 


    • Related Articles

    • How to view a customer's balance through the AR Aging Report

      In Paragon, you can see the balance owed by a customer through a variety of features. The AR aging report allows you to view your accounts receivable filtered by currency, due date, customer, and more.  Here, we’ll show you how to view a customer ...
    • Using the AR Aging Report

      Introduction If you're using a system such as Paragon, you are no doubt selling products, services, or both and therefore would likely want to be paid for your hard work. Once you issue invoices to your clients, you need the ability to see, at a ...
    • Generate and print the income statement

      Introduction An income statement shows the debits and credits for each expense and revenue account in your general ledger. These debits and credits are broken down by GL period.  The report also provides a total line called net income at the bottom ...
    • Income statement

      Here we'll walk you through how to access and filter the income statement report in Paragon. For more information on how to use the reporting module in Paragon, click here.   Access the report Hit the more button at the bottom left corner of the ...
    • Using the list view

      Introduction When you open any module in Paragon, you land on the list view. The list view neatly arranges your records item-by-item in a vertical list. Many of the records in each list view may not always be relevant, so we've created this document ...