See everything for one customer or vendor (Partner Ledger)

Steps

1. Open Accounting > Reports and choose Partner Ledger under Partners.
2. Set the period. Type the From and To dates and press Tab after each, or pick a ready-made Period. Opening balances brought forward from before your From date appear first.
3. Pick a Partner - a customer or a vendor - to see only their entries.
4. Read down the lines. For a customer, Debit adds to what they owe you (an invoice) and Credit reduces it (a payment or a credit note). For a vendor it is the other way round. Balance is the running total after each line.
5. Use Accounts to switch between Receivable / Payable entries and All accounts.
6. Click a document number to open it, then click Back to return to the ledger. Click Export and choose PDF, Excel or CSV to export the ledger.

What happens next

For one line per customer instead of every entry, use Customer and Supplier Balance Summary.