Customer balances and overdue debts
Ask emily which clients owe you money and what's overdue — 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 emily gives you 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 customer debt: it's what was verified for this figure, not a general claim about every number she gives you.
This is part of the wider rule covered in she never invents numbers — where a figure has been checked against your own records, this page tells you so plainly, and only where that's actually true.
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.