The statement

One customer's whole history with you, with the running balance after every line — the screen you turn round and show them.

Tap any name and you get their statement: everything between you, newest at the top, with the balance after each entry.

This is the screen you hold up when someone disputes a figure. Every line says what it was, when, and what the balance became.

What you can do here

• Record a Sale (diya) or Payment in (liya) without leaving the page — the two big buttons sit side by side under the balance. The green Sale button adds to what they owe, the red Payment in button records what they paid. (A supplier's page has Purchase (liya) and Pay supplier (diya) in the same place.)
• Send a reminder by WhatsApp or SMS with the amount already written, or copy it — the Share or remind chip, just under the two big buttons
• Set a collection date for when the udhaar should be cleared
• Record a cash loan with the Loan (qarz) chip next to it — press and hold it (or point at it on a computer) to see Lend to {name} or Borrow from {name}; see Loans
• Export the statement for a date range as a PDF

The top of the page is kept small on purpose: the avatar sits beside the balance, and the phone number, collection date and rent chips share one line. The two big buttons and the single row of chips take little height, so the first lines of the statement are on screen without scrolling, even on a small phone.

Looking at one line

Tap any line to see the whole entry: what kind of entry it is, the full date and time, the item and quantity if it was a product sale, the note in full, and — the one the statement exists to answer — what the balance stood at right after it. The row shows that last figure as small grey print with no label.

The collection date

Under the balance sits a chip, Collection date (wasooli) — not set until you pick one. Tap it to choose the day the udhaar should be cleared. Once that day passes with a balance still owing, the chip turns red and says Overdue, and the date is written into the reminder message for you.

The ⋮ menu still has Set due date and Remove due date if you prefer it there.

Tenants who are behind

If this customer rents a property from you and has unpaid months, a red chip under the balance reads N months behind with the amount, and the same figure shows on their row under Plans & rentals. Rent receipts never change the balance itself, so this chip is how you see what a tenant actually owes. Home carries the total as Rent due (kiraya).

The Plans tab

Most customers just have a statement. If someone has an installment plan or a rental with you, a second tab appears — Statement and Plans & rentals — so their monthly commitments are in one place instead of scattered through the history.

Sending a reminder

The Share or remind chip (it says Share balance when they owe you nothing) fills in the amount and a polite message for you, then offers three ways to send it: Open WhatsApp, Send SMS for customers who are not on WhatsApp, and Copy to paste it anywhere else.

You can reword the message once, for everyone, under Message templates.

Sharing the figures

The calendar button at the top right picks the period, and the share button next to it exports this customer's statement as a PDF — handy when someone wants a copy for their own records. While a period is active, a chip above the statement names it; its ✕ goes back to all time.

See Reports & export.