- 10.2. Customers & Receivables Report Category
10.2.4. Customer Balance Summary - 10.2.3. Cash Receipts Report
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10.2.4. Customer Balance Summary
Customer Balance Summary
Click on the Customer Balance Summary menu item to open the Report Settings window which allows you to filter your report results.
ReportsCustBalSumOptions.JPG
| Customer Balance Summary Filters | Description |
|---|---|
| What time frame should the report reflect | Select the time frame that the report will reflect results for. |
| Should the report be filtered to specific customers | Enter the first few characters of the customer name and any matches in your database will be displayed. Select the desired customer name from the list. |
| Show Report Details | Select either Simple View or Detail View. In Simple view, only the customers name and total balance amount will appear in the report results. In Detail view mode, the customers name, proposal number and invoice number will be displayed as well as the balance amount due for each. |
| Add this report to your saved reports | Use this option to give you report filter options a name and the report name will be saved in My Reports. You can then just click on the saved name to run the report with having to enter any filter criteria. |
After setting your report filters, click on the Run Report button to generate the report. An example of the Customer Balance Summary is shown below.
ReportsCustBalSumReport.JPG
- 10.2.4. Customer Balance Summary
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10.2.5. Customer Statements