Yojika keeps a running balance for every party, so you always know who owes you and whom you owe.
The Outstanding column
On the Parties screen, the Outstanding column shows each party’s live net balance — their opening balance plus every sale, purchase, credit note, payment and advance, all netted together.
- Green — they owe you.
- Red — you owe them.
- A dash (—) means the balance is settled.
The figure updates on its own as you record invoices and payments.
Open a party’s statement
Hover a party’s row and click Statement to open their full account. The statement shows:
- The party’s name, GSTIN and phone, and their Closing balance (marked Dr when they owe you, Cr when you owe them).
- A running ledger with Date, Particulars, Debit, Credit and Balance, from the Opening balance down to the Closing balance.
Pick a period with the date chips (for example This month or the current financial year), or choose Custom… for your own range.
Export a statement
Click Export CSV to save the statement as a spreadsheet you can print or share — handy for sending a customer their account.
Advances and reminders
- On-account — record a payment that is not tied to a single bill (an advance). When a party has unsettled advances, the statement shows them with a Settle button that applies the money across their open invoices.
- Reminder — when a customer owes you, use the reminder action (on the row or in the statement) to send them a payment reminder.
If a customer has a credit limit, the statement flags when their outstanding amount goes over it.