The balance belongs on the customer, not in a spreadsheet
Balance, revenue and last activity sit together on the customer list, and the balance moves on its own as invoices and payments land. Customers with an open balance or an overdue one can be filtered, and the VAT number on the card decides which document the next sale produces.
A list that mixes one-time buyers with real accounts is unusable
A seller taking a thousand marketplace orders a month would hold tens of thousands of customer records within a year. Almost none of them is ever touched twice, and the accounts that actually need watching — wholesale buyers, resellers, agencies — get lost in that pile.
Marketplace sales roll up into a single account instead, so the list keeps the customers you work with by hand. The buyer detail is still on the order itself.
The VAT number belongs on the card, not in the invoice screen
Whether a sale is domestic, an export or an intra-EU B2B supply decides the tax treatment of the document. Deciding that at invoice time, one invoice at a time, is where the mistakes come from — and in bulk invoicing it is where the workflow stops.
The VAT number and country live on the customer card, so the document is already determined when the sale is written. The list also counts how many customers carry one.
Frequently asked questions
Do marketplace buyers appear as individual customers?
No. Marketplace sales roll up into one account; the buyer detail stays on the order record.
How do I find customers who are late paying?
Filter the list by open or overdue balance. The receivables calendar reads the same records, so the two never disagree.
Can a customer have its own prices?
Yes. Link the customer to a price list and quotes and orders use that list instead of the default price.