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Customer balance summary report

How do I create this report?

To do this task

  1. Go to the Reports menu and click Customers & Receivables.

  2. Click Customer Balance Summary.

What this report tells you

This report shows unpaid customer balances, grouped by customer and job.

To see a list of the transactions that make up a balance, double-click the balance amount in the report.

Date range

The ending date 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?

See also

KB ID# H_RPT_AR_CUSTOMER_BALANCE_SUMMARY
12/3/2016 11:45:00 AM
PPRDQSSWS406 9138 Pro 2017 2b0bc8