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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
12/5/2016 6:54:00 PM
QYPPRDQBKSWS03 9138 Pro 2017 13068e