The Customer Balances report can be found at Accounting Reports / Accounts Receivable / A/R Status. The following is a brief overview of the different styles available for this report. See Customer Current Balances Report and/or Customer Aged Balances Report for more details regarding those specific styles.
|
|
Current Balances | Aged Balances | Credit Status | Aged 360 Day | Aged Balances 120 Day | Credit Status
120 Day |
| Total Balance
|
✔
|
✔
|
✔
|
✔
|
✔
|
✔
|
| Unapplied Cash |
✔
|
✔
|
✔
*Doesn't break out UAC |
✔
|
✔
|
✔
*Doesn't break out UAC |
| Prepay | ✔
|
✔
|
✔
|
✔
|
✔
|
✔
|
| User-Defined Aging Buckets |
✖
|
✔
|
✔
|
✖
|
✔
|
✖
|
| Hard-Coded Aging Buckets |
✖
|
✖
|
✖
|
✔
|
✖
|
✔
|
| Detail | ✖
|
✔
|
✔
|
✖
|
✔
|
✖
|
| Print/Credit Notes | ✖
|
✔
|
✔
|
✔
|
✔
|
✔
|
| Last Payments | ✖
|
✔
|
✖
|
✔
|
✖
|
✖
|
| Phone Number |
✔
|
✔
|
✔
|
✔
|
✔
|
✔
|
| Change Aging Configuration |
✖
|
✔
|
✖
|
✔
|
✔
|
✖
|
| Include Prior Due Invoices | ✖
|
✔
|
✖
|
✔
|
✔
|
✖
|
| Exclude w/o open Invoice | ✖
|
✔
|
✖
|
✖
|
✔
|
✖
|
| Balance % of Credit Limit | ✖
|
✖
|
✔
|
✖
|
✖
|
✔
|
| Address | ✖
|
✖
|
✖
|
✔
|
✖
|
✖
|
| Age Finance Charges | ✖
|
✖
|
✖
|
✔
|
✖
|
✖
|
