Clients: your best buyers and who is slow to pay

How to

1. Open Analysis → Clients.
2. Choose the Period (All time to start), and under Show pick Customers and suppliers, Customers or Suppliers. Search finds a party by name. Press Apply filters.
3. The cards show Sales, Margin, Purchased, Owed to us and Out on memo — in red when something is overdue or a party is over their memo limit.
4. Sort the grid by any column — Sales (local), Margin (local), Overdue (local), Days Since Sale — to find your best clients and the ones who have gone quiet.
5. Click a party’s name for the full picture: the Last 12 months, their Favourite shapes, colours and clarities, how fast they pay, Open invoices, Out on memo and Recent documents.

Good to know

• Parts you don’t have permission for — sales, margin, purchases, accounts or memos — are simply not shown.
• Export Excel downloads the grid with the columns in the order you have them.

Open this screen in Avirat →

Related

• Outstanding: who owes you, and whom you owe
• Margin: what you earned on your sales
• Memo ageing: what is out on memo, and for how long

Still stuck? WhatsApp or call us on +91 97262 88072, or use Help & support inside Avirat — we’ll see the screen you’re on.