This report shows records of Customer balance and it includes items for which payment not made. This report also shows Invoice balance, Available balance, Balance (FCY), and Balance (BCY). This report will be helpful in identifying your customers’ outstanding balances.
This report can be created in three different sections they are Current, Previous, and Custom. In the current, reports can be created by using Today, Current Month, Current Year, Current Quarter, and Previous, reports can be created by using Yesterday, Previous month, Previous Year, Previous Quarter. Using Custom to create the report for specific dates, a month or even a year
Navigation
- Click on reports and then management reports
- Click on the Customer balance report
Customer Balance Report
Create the report
- Go to reports
- Click on Customer Balance mentioned in Management reports
- Click on date range choose from the dropdown menu
- If you want to create a report for one particular customer
- Click on the customer field and choose from the dropdown menu
- The report can also be filtered by tags
- Click on tags and select the tags from the dropdown
- Click on generate Report to generate the report
- Click on open to open as PDF.
- You can download by pressing the download icon
- You can edit the headers to your need
- See screenshot attached bill report with data
