Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Customer balance detail report

How do I create this report?

To do this task

  1. Choose Reports > Customers & Receivables > Customer Balance Detail.

What this report tells you

This report shows all transactions related to customers, grouped by customer and job. The totals in the Balance column are the unpaid balances for each customer and job. A total of $0.00 means that the customer has no unpaid balance.

Date range

The ending date of the report and the balances shown are as of today's date. You can show the balances as of a different date by choosing another date range from the Dates drop-down list at the top of the report.

What do the different date ranges mean?

Ways to customize this report

See also

KB ID# H_RPT_AR_CUSTOMER_BALANCE_DETAIL
12/10/2016 6:34:53 AM
PPRDQSSWS406 9138 Pro 2017 9bd2c9