How can I keep track of what my customers owe me?

The best solution  for keeping track of customer debts would be to use a digital bookkeeping software. This will keep track of everything you are owed but also allow you to drill down into detail as to what each individual customer owes you and which specific invoices they haven’t paid.

It also allows you to interrogate your customer debts by various factors such as how long they have owed you money or see all debts over a certain amount. 

If this sounds complicated or like too much work, you may be pleased to hear that the bookkeeping software takes the hard work out of it for you. Most software will enable you to record the money you have received, and it will automatically try to match it against the relevant invoice for you.

Once this is done, it really is just a click of a button and you can see how much all customers owe you as well as what each individual customer owes, saving you time and aiding your cashflow position.

Digital bookkeeping solutions are also ideal if you are required to join Making Tax Digital (MTD) for VAT or income tax, as many solutions are MTD compatible. 

TaxAssist Accountants can help you with all of this:

• which software package to choose
• helping you get set up
• train you on how to use the software
• provide ongoing help and support

Give us a call on 0800 0523 555 or use our online contact form to arrange an appointment.

Last updated 17 Jul 2026 | First published 3 Jul 2019

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This article is intended to inform rather than advise and is based on legislation and practice at the time. Taxpayer’s circumstances do vary and if you feel that the information provided is beneficial it is important that you contact us before implementation. If you take, or do not take action as a result of reading this article, before receiving our written endorsement, we will accept no responsibility for any financial loss incurred.

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