Customer Balances

Open Reports > Customer Balances to review current customer balances.

Review the report

  1. Open Customer Balances from the Reports menu.
  2. Review the customers and balances shown.
  3. Use the available print option when a printed copy is needed.

The report shows the current balance Billing Manager calculates from each customer's posted account activity. Use Customer Inquiry when you need to review the individual Charges, Payments, allocations, and reversals behind a balance.