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Find out how much a customer owes

There are two ways to find out how much a specific customer owes you.

  • Open the information in the Customer Center.

    To do this task

    1. Click Customer Center.

    2. Click the Customers & Jobs tab.

    3. Select the customer in the list.

    4. Look at the Balance Total column of the list.

      For more details, go to the Show drop-down above the transaction list and choose Balance Details.

  • Create an open balance report.

    To do this task

    1. Click Customer Center.

    2. Select the customer whose balance you want to review.

    3. Click Open Balance on the right side of the window.

KB ID# H_PMT_HOW_MUCH_CUST_OWES
9/28/2016 10:04:08 AM
PPRDQSSWS407 9138 Pro 2017 cccfd3