Customer Balance Detail
Every open transaction behind a customer's balance.
Who it's for
Bookkeepers reconciling a specific customer's account
Key benefits
- Line-by-line detail behind each customer's total
- Useful when a customer disputes their balance
- Drill-down from the summary report
Overview
Customer Balance Detail lists every open invoice, payment, and credit for each customer, so you can explain exactly how a customer's total balance was calculated.
Related features
See how Customer Balance Detail fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.