🟢 Where do I find this report?

Inside the Main menu, select Reports, then slide down to Deliveries, sales and visits. There, you'll find the report for Credit balances.

The Credit balances report lets you view all documents with pending payments for each client.

In this report, you'll identify:

• If a balance corresponds to a sale or a delivery.
• The total for any pending payment for each operation
• The necessary information to follow up on your clients' credit balances

Having both types of documents in the same report makes it easier to verify a client's statement of account and manage their payments.

🧾 Order details

When viewing a sales order's details, you'll find information regarding the granted credit.

The available data includes:

• Pending balance
• Due date
• Payment status

This information helps you learn more about the status of each credit sale.

In this example, the client has a pending balance of $115.00, which is due on July 18. Once this day comes, if the setting to block operations for outstanding balances is enabled and the balance hasn't been paid off, it won't be possible to create new orders for that client until the outstanding balance is liquidated.

🚚 Delivery details

When viewing a delivery, you'll also be able to see its credit information.

This information includes:

• Pending balance
• Due date
• Payment status

💲 Payments report

The payments report shows which documents have been paid with which payment.

When selecting a doc record, you'll see some details about exactly which documents are being covered by which payments.

💰 Payment details

The details of a payment in the web portal show a breakdown of the documents to which the payment was applied.
This way, you can precisely identify which sales and deliveries were paid off with each payment registered.

📄 Report exportation

When exporting the payments report, the file also includes information about paid sales.
The new columns at the end of the file help maintain the usual structure of file exports.

📱 Mobile app

The mobile app also incorporates these features to enable viewing information about credits during day-to-day operations.

Block sales to clients with an outstanding balance

There's a setting that allows you to block making new sales for a client that has an outstanding balance.

By enabling this option:

• Clients with outstanding balances won't be able to receive new sales
• The app will show a message indicating the reason sales are being blocked

You can find more information about this here: When exceeding client credit limit

View overdue balances

In the client's details, the user can view their outstanding balances, both for sales and deliveries.
This way, before going further into any operation, they'll now be able to easily see if the client has any outstanding balances.

🖨️ Tickets

Information related to consolidated balances is also available in printed documents.

It's reflected on:

• Sales tickets
• Reprinted sales tickets
• Presales tickets
• Payment tickets

For example:

API 👩🏻‍💻

Integrations made through the API also include information about consolidated credit.

The available changes are:

• In the sale details, the following fields are incorporated: payment status, outstanding balance, and due date
• In the payment endpoint, you'll see a breakdown of the documents to which each payment was applied to, allowing you to identify sales and their related deliveries.

This allows integrations to consume the same information that's available in the web version.

Benefits

Consolidated credit balances allow you to:

• View all of your clients' outstanding balances in the same place
• Easily identify if a balance corresponds to a sale or a delivery
• Follow up on your clients' credit through the web portal, the mobile app, and the API
• View details on each document's applied payments
• Control sales to clients with outstanding balances through an optional setting
• Have consistent information on reports, exports, and tickets

If you have any questions about this feature, please reach out to the support team! 😊

Updated on: 07/21/2026