Customer Balance Summary
Total balance owed per customer, at a glance.
How to use it
Open Reports, then Customer Balance Summary.
Configuration
Requires open customer invoices or credits.
Details
| Menu location | Reports menu, Customer Balance Summary. |
| Who uses it | Owners checking exposure by customer |
| Prerequisites | Customers |
Related pages
See which plan includes Customer Balance Summary on pricing, or how Count My Bucks compares to QuickBooks.