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How can I check outstanding amount against the customers in Dynamics 365?
How can I check outstanding amount against the customers in Dynamics 365?

Outstanding amounts are synced back from Xero to Dynamics 365

Laszlo Molnar avatar
Written by Laszlo Molnar
Updated over a week ago

The Amount Owed and Amount Overdue gets updated against the account or contact record in Dynamics 365 every time when new synchronisation happens against that customer.

Amount Owed

The total Amount Owed by the contact in Xero is available on the Account and Contact record (not on an individual invoice). Click on the Customer and choose ‘Stellarise Connector’ option where it says Account/Contact.

Once in there, the area below Account Name and Invoice Name is shown - with Amount Owed:

Amount Overdue

The total Amount Overdue for a Xero Contact is shown in the same area as Amount Owed, and is available in the Stellarise Connector view:

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