Customer Statement

[jaakoole]

Good morning. I just installed this hotel management system for my small hotel. So far, it is good and I learned everything in one day. The only thing is missing is the customer statement that tell you the total payment a customer paid so far. In another word, we have to group all payments made by loyal customers who frequently return to stay at the hotel in one place called customer statement.

[Aradhana Kumari]

Hi @jaakoole,

You can check customer payment and order details from the Customers tab.

Go to Admin → Customers → Customers
Here you’ll see the list of all customers.
Reference screenshot

Click the View button for any customer, and you’ll find:

How much the customer has paid so far

The total number of orders created
Reference screenshot

For more details, you can also check our documentation here:
https://docs.qloapps.com/customers/customers/customers.html#manage-your-customers

[jaakoole]

@Aradhana-Kumari. Thanks. I just missed the total payment which is displayed on the top instead at the bottom. One more question: Is there a way to separate the total payments customers paid so far from the total payments they still owe?

[Aradhana Kumari]

Hi @jaakoole ,

To check a customer’s due amount, you can filter it from the order details page:

Admin → Orders → Order

Click on Filter.

Enter the customer name if you want customer-wise data.

You will then see the due amount.

Reference: Screenshot

By following these steps, you will be able to find the due amount.