When to use this: answering "what does this customer buy, and what do they owe?"
Steps
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Customers → click a customer — the profile opens.
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Purchase history — every bill with items, dates and amounts; open any bill from here.
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Credit History tab — outstanding balance, credit limit, and every credit sale (collect a payment, or write off a balance you'll never collect → CUST-03).
A negative balance isn't debt — it's store credit you owe the customer (from a return), shown as "Store Credit" instead of "Outstanding Balance" so it reads correctly at a glance.
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Edit details / tags / type — from the profile edit action.