Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Open balance report (for a specific customer)

How do I create this 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.

What this report tells you

This report lists the outstanding invoices and statement charges for the customer whose name you selected. The Open Balance column shows how much the customer still owes for each invoice or statement charge. The Amount column shows the amount originally billed to the customer. This report also shows the total amount the customer owes your company.

When the open balance is less than the amount, the difference is the amount the customer has paid as of the ending date of the report. For example, if the original amount of an invoice is $ 750.00 and the open balance is $ 500.00, that means the customer has paid $ 250.00.

To open any of the transactions listed, click the transaction.

Date range

This report shows transactions for all dates. To restrict the period covered, click the Dates drop-down list and choose a different date range.

What do the different date ranges mean?

See also

KB ID# H_RPT_LRPT_CUST_OPENBALANCE
9/28/2016 8:18:42 PM
QYPPRDQBKSWS08 9138 Pro 2017 98ac1d