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Customer balances

Know who owes you. Prove it in one tap.

The credit register, done properly: a balance per person that follows them everywhere, and a statement you can send instead of arguing.

A customer statement in MoneyBook showing a running balance, ready to sharebalances.jpg · 2000×1000
One balance per person

The balance follows the person, not the book.

A customer who buys from your shop book and your delivery book has one balance, not two. Suppliers work the same way. Staff too. You always see the true figure for the person in front of you.

  • Customers, suppliers and staff, each with a running balance
  • Opening balances for debts that predate the app
  • Every entry against a person is in their history, across every book
  • Kareem Auto PartsCustomer · 6 entriesowes 4,300.00
  • Salma TextilesCustomer · 11 entriesowes 1,150.00
  • Rashid TradersSupplier · 9 entriesyou owe 2,600.00
  • Yusuf (staff)Staff · 3 entriessettled
When there is a dispute

Send the statement, not an argument.

One tap produces a PDF statement for that person: every entry, dated, with the running balance down the side. Share it on WhatsApp. Most disagreements end when both sides are looking at the same page.

  • PDF statement per contact, any date range
  • Your business name and logo on it
  • Also from the web app, for the desk
Fast at the counter

Record it in the time it takes to say it.

Amount first, then the person. Or say it: “received 500 from Ali yesterday” becomes a proper entry against Ali, dated yesterday. English, Urdu and Hindi, in either script.

  • Contacts from your phone book, without giving us your address book
  • Full-text search finds anyone by name, note or exact amount
  • Voice entry in English, اردو and हिन्दी
Questions

Good to know

Does MoneyBook send payment reminders to my customers?

Not automatically — we do not message your customers on your behalf. You send the statement yourself, on WhatsApp or however you like, so the relationship stays yours.

Can I record an old debt from before I started using the app?

Yes. Give the contact an opening balance and their history starts from the right figure.

Does it handle both directions — money I owe and money owed to me?

Yes. A supplier you owe and a customer who owes you are the same kind of record with the balance the other way round. Both show plainly which way the money goes.

Open your first book in about a minute.

No card, no sales call, nothing to cancel.