PlanIt EPOS · Customer Orders

See which receipts still have money owing

What does this do?

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

How to use it

  1. From the ☰ menu choose Customer Orders and scroll to Outstanding balances.
  2. Each row shows the customer, Number, Gross, Paid, the amount still owing in red, the Due date and the status.
  3. When the customer pays, press Record payment on that row.
  4. Enter the Amount and choose the Method, then press Record payment. The row disappears once nothing is owed.
  5. For an overview by customer, the CRM book's Owes money filter shows the same balances alongside unpaid invoices.
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Related guides

Take the balance on a sale with money owing

When the customer pays the rest, record it against the original receipt so the balance clears and the takings land on today's till.

Payments & Deposits

Take a deposit or part payment

Take part of the money now, set when the rest is due, and the till tracks the balance until it is paid.

Payments & Deposits

Customer hasn't paid: what to do

The Invoices screen shows every invoice with money still owing and how late it is. From there you can resend it, let the till chase it automatically, and record the payment the moment it arrives.

Invoices & Getting Paid

Record a payment on an account

Record account payment takes one payment from an account customer and allocates it across their oldest unpaid sales first, so the balance and every receipt update together.

Trade Accounts

Find a customer and see who owes you money

CRM is the customer book: every saved customer with what they owe, how many quotes are open and when they last bought. Filter it to see who owes money or who has a quote waiting.

CRM & Customers

Create a customer order for items not in stock

When a sale includes something you do not have on the shelf, the till offers to raise a customer order for it as soon as the payment is taken, so nothing sold gets forgotten.

Customer Orders
Questions this guide answers
  • Where do I see deposits that still have a balance to pay?
  • How do I record the balance when the customer pays?
  • Why isn't a trade account sale in Outstanding balances?

Last updated 2026-09-03 · Direct link for this feature