Answer
Start from Credit Dashboard to find the outstanding customer, then open Credit Manager or Customer Ledger to review the balance and collection history in detail.
Before you start
- Know the customer name, code or the invoice period you are checking.
- Decide whether you need a quick balance answer or a full collection history.
- Keep the branch context correct if the customer works across multiple locations.
Step-by-step guide
- Open Credit Dashboard and locate the customer or balance you need to follow up.
- Review the high-level outstanding amount and status first.
- Open Credit Manager or Customer Ledger to inspect the invoices, payments and overdue detail behind the balance.
- Use the saved credit history to guide collection or customer communication.
How to confirm it worked
- The outstanding balance matches the customer you intended to review.
- Invoice and payment history explain why the customer is still due.
- The follow-up team can point to the same ledger or credit record later.
Common mistakes
- Reviewing the wrong customer because the profile details were not checked carefully.
- Quoting only the headline balance without opening the detailed history.
- Ignoring branch context when the customer has activity in more than one place.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.
More answers
How do I set up a new bank account in Cellivo?
Open Bank Accounts, create the new account with the correct bank details and labels, save it, then use Bank Movements or reconciliation only after the master record is correct.
How do I enter money moving in or out of a bank account?
Open Bank Movements, choose the correct bank account, enter the movement type, amount and reference clearly, then save it before reconciliation.
How do I match Cellivo bank records with the actual bank statement?
Open Bank Reconciliation only after normal bank movements are complete, match statement lines to system entries carefully, resolve differences, then save the reconciliation history.