Customer balances and overdue debts
Ask emily which clients owe you money and what's overdue — the overdue debts report is checked to the cent against your ERP's own report.
Ask who owes you, and how much
- "Which clients have an outstanding balance?"
- "What's overdue right now?"
- "How much does [Client] owe us, and since when?"
- "Who are our five biggest debtors?"
The shape of an answer
| Client | Balance | Overdue since |
|---|---|---|
| [Client A] | [amount] | [date] |
| [Client B] | [amount] | [date] |
| [Client C] | [amount] | — |
The names and amounts here are placeholders — your answer will show your own clients and figures.
Checked to the cent, specifically for this figure
The overdue-debt figures in the overdue customer debts report aren't just asserted — they've been checked against your ERP's own overdue-accounts report, and they match it to the cent. That check is specific to that report: a balance you ask about in conversation is worked out separately, so when a figure must match exactly, use the report. It's not a general claim about every number she gives you.
Works the same on either connection
Balances and overdue invoices come from the same client and invoice data on both the standard and the direct ERP connection — see connect your ERP for what each option covers.
Next: products and stock
See products and stock for what needs the direct connection.